| 1 | 11/1/2009 | BVResearch |
GOING PRIVATE TRANSACTIONS—AN OVERVIEW
"Going private" transactions describe the process of private equity firms, major shareholders, management, or affiliates of a publicly held company taking the company private by buying out the public’s stockholdings. The advantages of being a public compa...
Willamette Insights (6,083 words)
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| 2 | 10/25/2001 | BVResearch |
Valuation Issues Across U.S./Canadian Lines
Click here to download the PDF(1.7Mb) of the presentation.
Richard M Wise
Presentations
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| 3 | 1/3/2008 | BVResearch |
Valuation of Illiquid and Hard-to-Value Securities
Teleconference Presentation and Transcript May 9, 2007 Moderator: Ashok Abbott, of Business Valuation, LLC Panelists: Espen Robak, President of Pluris Valuation Advisors Barry Silbert, CEO of Restricted Stock Partners...
Teleconference Transcripts (16,966 words)
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| 4 | 12/31/2008 | BVResearch |
An Introduction to the QMDM: An Income Approach to Determining Marketability Discounts
An Introduction to the QMDM: An Income Approach to Determining Marketability Discounts By Z. Christopher Mercer, ASA, CFA A presentation from University of San Diego School of Law Business Valuation Conference: Summit on Discount for Lack of Marketa...
Christopher Z Mercer
Presentations (51,500 words)
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| 5 | 9/25/2008 | BVResearch |
Transfer Pricing
Transfer Pricing Teleconference Handbook June 19, 2008 Moderator: Mark Fidelman M.A., Vice President, Ballentine Barbera Group, a CRA International Company Panelists: John Breen J.D., LL.M., Caplin & Drysdale Elena Khripounova Ph.D., Director, Gra...
Teleconference Transcripts (23,969 words)
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| 6 | 6/29/2007 | BVResearch |
Creating Value in Private Companies
Editor’s Comments: As shocking as it may sound, I believe that most owners of middle market private companies do not really know the value of their company and what it takes to create greater value in their company. Seldom do these owners receive a third...
Articles (3,560 words)
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| 7 | 3/12/2009 | BVResearch |
The Triad Entities Valuation Report November 29, 2000
Valuation Reports
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| 8 | 12/15/2009 | BVResearch |
An Hour With the FMV Restricted Stock Study
November 11, 2009 Teleconference Handbook What It’s Worth BVR An Hour with The FMV Restricted Study An Hour with the FMV Restricted Stock Study Teleconference Handbook November 11, 2009 Presenter: Lance Hall, ASA Please note: This Handbook doe...
Teleconference Transcripts (20,092 words)
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| 9 | 5/1/2003 | BVResearch |
Beals Bros. Management Corp. — Appeals Court Disallows Scheme to Shift ESOP Benefits to Corporate Officers
The case, Beals Bros. Management Corp. v. Commissioner, 300 F.3d 963 (8th Cir. 2002), affÆg T.C. Memo 2001-234 (Sept. 6, 2001), results from the taxpayerÆs challenge of the ServiceÆs determination that the taxpayerÆs employee stock ownership plan (ESO...
Robert F Reilly
Willamette Insights (1,573 words)
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| 10 | 1/17/2007 | BVResearch |
Colmen Capital Advisors, Inc. v. Polar Plastics, Inc.
In this contract dispute, the principal valuation issue was the value of stock options that Colmen Capital Advisors, Inc. (Colmen), had received for 20 percent of the common stock in Polpart Placements Inc. (Polpart) and Polar Plastics Inc. (PPI) in excha...
Court Case Abstracts (614 words)
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| 10 | 8/28/2002 | BVResearch |
The Value of Restricted Stock
Click here (1.2Mb/.ppt) to download the entire PowerPoint presentation with charts and graphs. The Value of Restricted Stock (and it's implications in the valuation of illiquid private e...
Lance S Hall
Presentations (1,446 words)
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| 12 | 3/26/2009 | BVResearch |
The 1997 IRS Valuation Training for Appeals Officers
The 1997 IRS Valuation Training for Appeals Officers provides valuation professionals with IRS approaches to business valuation methodologies and concepts. Some of the lessons in this 195 page document include Introduction to Valuation of Closely Held Bus...
Articles
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| 13 | 6/23/2000 | BVResearch |
1998 AICPA National Business Valuation Conference -- Landmark Cases
Managing member of the accounting and consulting firm of Cipolla Sziklay Zak & Co., L.L.C. , which is located in West Orange, New Jersey and New York, New York; Mr. Sziklay's primary practice e...
Barry S Sziklay
Presentations
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| 14 | 11/1/2009 | BVResearch |
SOLVENCY ANALYSIS IN LEVERAGED TRANSACTIONS
Solvency analysis and solvency opinions are typically provided by financial advisers in leveraged acquisition transactions. The solvency opinions are typically provided to (1) the transaction lenders and/or (2) the board of directors of the corporate buye...
Willamette Insights (4,203 words)
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| 14 | 11/1/2007 | BVResearch |
Current Controversies Regarding Discount For Lack Of Marketability Analyses
Willamette Insights (4,085 words)
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| 14 | 5/1/2004 | BVResearch |
A Comparison of Intangible Property Transfer Pricing Procedures and Valuation Standards
Over the past two decades, the professional disciplines of (1) intangible property intercompany transfer pricing and (2) intangible asset valuation have both matured. However, much of each professional disciplineÆs maturation has occurred inde-pendent o...
Steven Galginaitis
Willamette Insights (3,718 words)
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| 14 | 6/20/2000 | BVResearch |
The IPO Process and Certain Disclosure Issues
I. The IPO Process: Preparing a preliminary prospectus. An issuer's public offering (an "IPO") of its securities in the U.S. is governed by the Securities Act of 1933, as amended (the "Securities Act...
Eric H Schunk, Melaninie K Mansfield
Articles (5,650 words)
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| 18 | 12/31/2008 | BVResearch |
The Better Method: A Comparative Analysis with Restricted Stock
The Better Method: A Comparative Analysis with Restricted Stock By Lance S. Hall, ASA A presentation from University of San Diego School of Law Business Valuation Conference: Summit on Discount for Lack of Marketability September 18, 2008 San Diego...
Lance S Hall
Presentations (5,000 words)
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| 18 | 5/1/2004 | BVResearch |
Using Intercompany Transfer Price Methods to Segregate Tangible/Intangible Assets in Unit Valuation Property Tax Appraisals
Many commercial and industrial property owners are assessed using the unit method (as opposed to the alternative summa-tion method) of valuation for ad valorem property tax purpos-es. The unit (sometimes called unitary) method is a ôtop downö property v...
Melvin Rodriguez, Robert F Reilly
Willamette Insights (8,201 words)
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| 20 | 6/29/2007 | BVResearch |
Reverse Mergers: Beauty or Beast?
Reverse Mergers can’t be all bad. Even the New York Stock Exchange is doing one. According to the Wall Street Journal (June 29, 2005, Reverse Mergers Move Into Fashion), in the first half of 2005, there have been 55 Reverse Mergers (excluding Pink Sheet c...
Articles
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