Products | Business Valuation Resources

Category: valuation methods & approaches

Valuing Fractional Interests in Real Estate 2.0

Publish Date: January 2022

This book is the first complete, multidisciplinary work that fully integrates business valuation and real property appraisal. Webb addresses the long-standing struggle with fractional interests in real property, specifically because the practice lies squarely between business valuation and real property appraisal and draws from both professions and bodies of knowledge, which creates formidable challenges for all stakeholders. Webb has pulled off a feat that rarely occurs in practice: complete integration with the two fields. His book offers two practical, eye-opening case studies that represent a significant advance in valuation methodology and professional cooperation.

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A Field Guide to Business Valuation

Publish Date: September 2022

This is an ideal first book for people who want to learn how to perform valuations themselves. It does not contain all the details necessary to master the craft of business valuation but will serve as an excellent introduction to the topic. Learn more >>

Business Valuation: An Integrated Theory, 3rd Edition

Publish Date: October 2020

The revised and updated third edition of Business Valuation: An Integrated Theory explores the core concepts of the integrated theory of business valuation and adapts the theory to reflect how the market for private business actually works. In their book, the authors—two experts on the topic of business valuation—help readers translate valuation theory into everyday valuation practice.

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Business Valuations and the IRS: Five Books In One

Publish Date: March 2018

Business Valuations and the IRS:Five Books in One, written by expert Michael Gregory, is specifically for business appraisers, expert witnesses, and those who work with or may need to work with the IRS regarding business valuations.This must-have publication aids the reader in understanding classification, the IRS review processes and structure, and how to resolve conflicts with the IRS. Learn more >>

BVR Briefing – The Real Story of COVID-19 For Valuation and Litigation Experts

Publish Date: September 2020

Healthcare valuation expert Mark Dietrich (Mark O. Dietrich CPA, PC) has done over a hundred hours of research digging into the “science” of COVID-19—its origin, how it spreads, protection methods, testing, and other issues. You might wonder what all of this has to do with the valuation and financial community. The answer is that for the economy to recover, these matters must be understood. Learn more >>

BVR/AHLA Guide to Valuing Physician Compensation and Healthcare Service Arrangements, Second Edition

Publish Date: October 2017

This new guide challenges and deconstructs the industry’s current standard for the fair market value (FMV) of physician clinical compensation based on the exclusive use of survey data and certain percentile-based valuation methods. Itdebunks the current “survey says” paradigm and provides the foundation for a completely new standard for the FMV of physician clinical compensation. Learn more >>

BVR’s Guide to Physician Practice Finance and Valuation, Fourth Edition

Publish Date: April 2024

The Healthcare industry is as dynamic and ever-evolving as modern medicine is. BVR’s Guide to Physician Practice Finance and Valuation, 4th Edition isn’t just an update, it’s a completely reworked look at the key issues impacting healthcare valuation. Keep up on the latest insights relating to regulatory changes, insurance considerations, the lingering effects of both inflation and COVID-19, how Stark regulations influence the industry and much more! Learn more >>

BVR's Guide to Business Valuation Issues in Estate & Gift Tax Cover

BVR's Guide to Business Valuation Issues in Estate and Gift Tax

Publish Date: July 2010

While estate and gift tax issues is still one of the top revenue producers for business appraisers, this area of the valuation industry continues to face new challenges. Issues such as tax-affecting S corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena. Learn more >>

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BVR's Guide to Discounts for Lack of Marketability, Fifth Edition (2 Volumes)

Publish Date: August 2013

In the fifth edition of BVR's Guide to Discounts for Lack of Marketability, John Stockdale, Sr. offers the newest treatise on the theories, evidence, and techniques for determining discounts for lack of marketability (DLOM). DLOM is one of the most discussed topics in the business valuation profession with a historically wide divergence in how valuators approach it. Learn more >>

BVR's Guide to Intellectual Property Valuation, Second Edition

Publish Date: March 2012

Author and leading IP expert Michael Pellegrino analyzes real-world examples of IP valuation and discusses each of the primary IP categories including patents, trademarks, copyrights and trade secrets. The new edition includes chapters on valuation approaches and guidance, due diligence, discount rate development, royalty rates and much more. Learn more >>

BVR's Guide to Physician Practice Valuation, Third Edition

Publish Date: August 2016

BVR's Guide to Physician Practice Valuation, Third Edition is the essential resource for understanding the complexities inherent in physician practice valuation, whether for sale to a hospital, private equity firm, or to another physician. Edited by renowned healthcare valuation thought leader Mark Dietrich, CPA/ABV, with contributions from 21 of the top healthcare valuation experts and attorneys in the profession, this new guide provides healthcare administrators, appraisers, and attorneys with current and comprehensive "how-to" guidance on valuation approaches in this evolving industry. Learn more >>

BVR's Guide to Valuing Dental Practices

Publish Date: October 2011

BVR's Guide to Valuing Dental Practices details the mature, multi-method process of dental practice valuation and the qualitative factors that go into the appraisal. With exclusive articles by top experts in the profession and actual valuation reports to aid the practitioner in understanding the critical elements, this Guide is an important resource every appraiser should have in their business valuation library. Learn more >>

BVR's Guide to Valuing Wholesalers

Publish Date: November 2011

Like few other economic sectors, small and medium-sized distribution companies, wholesalers are under extreme margin pressure because of price discovery enabled by the internet. Shrinking margins mean that savvy wholesalers must fight technological fire with technology investments in purchasing, selling, and warehouse operations. Learn more >>

Current Trends in Normalization Adjustments

Publish Date: August 2012

Current Trends in Normalization Adjustments: A BVR Special Report is a compilation of articles from business valuation leaders that confirm there are no "automatic" adjustments and careful consideration must be given to each one. Facts, circumstances, and context are important. The authors emphasize the significance of classifying and grouping adjustments to provide clarity to valuation report users and your own analysis. It also includes recent court cases in which normalization was an issue. Learn more >>

Fairness Opinions in Today's Legal and Economic Environments

Publish Date: May 2012

Fairness Opinions in Today’s Legal and Economic Environments: A BVR Special Report helps advisors understand their roles, the process of analyzing fairness, and the process and pitfalls of issuing fairness opinions. The report contains a series of articles that examine fairness opinions from a number of angles, including the role of independent advisors, the effects of certain market conditions on the demand for fairness opinions, controversies surrounding fairness opinions, and the current state of fairness opinions from a regulatory perspective. Learn more >>

Financial Valuation: Applications and Models, + Website, 4th Edition

Publish Date: April 2017

Financial Valuation: Applications and Models provides authoritative reference and practical guidance on the appropriate, defensible way to prepare and present business valuations. With contributions from 30 top experts in the field, this new edition provides an essential resource for those seeking the most up-to-date guidance, with a strong emphasis on applications and models. Learn more >>

Guide to Intangible Asset Valuation

Publish Date: November 2014

This 700-page book, published by the AICPA, explores the disciplines of intangible asset valuation, economic damages, and transfer price analysis. Guide to Intangible Asset Valuation examines the economic attributes and the economic influences that create, monetize, and transfer the value of intangible assets. Learn more >>

How the Write Bulletproof Valuation Reports - Tips from the Experts

How to Write Bulletproof Valuation Reports: Tips From the Experts (PDF)

Publish Date: June 2015

Refresh your perspective on business valuation report writing with answers to today’s critical questions. This special report compiles the wisdom of top experts and their experience with business valuation report writing in one place. Learn more >>

Intellectual Property Case Law Compendium

Intellectual Property Valuation Case Law Compendium, Fourth Edition

Publish Date: January 2021

Intellectual property (IP) valuation and litigation continue to make headlines – especially when damages are involved. Every financial expert and attorney practicing in this area needs to keep up with legal precedent – and stay ahead of new and evolving methodologies. This 4th edition of BVR’s IP Valuation Case Law Compendium puts all vital thought leadership and case law at your fingertips. Learn more >>

Key Trends in the Valuation of Government Contracting Firms Special Report

Key Trends in the Valuation of Government Contracting Firms (PDF)

Publish Date: January 2013

Key Trends in the Valuation of Government Contracting Firms: A BVR Special Report discusses the unique characteristics and considerations important to owners and valuation professionals in deriving value estimates for businesses that contract with the federal government. Learn more >>

Lost Profits Damages in Construction Claims Special Report

Lost Profits Damages in Construction Claims (PDF)

Publish Date: September 2011

The nature of economic damages in the construction industry is unique mainly due to the numerous events that can impact timing, performance or the sequence of a project. BVR’s Special Report on Lost Profits Damages in Construction Claims covers the examination of typical claim types and pricing methodologies as well as the calculation of lost profits and the appropriate methods and procedures used to determine net economic damages. Learn more >>

Painting Companies: What 's Your Business Worth? Cover

Painting Companies: What's Your Business Worth? (PDF)

Publish Date: June 2014

After a long lull, construction and home buying, along with remodeling activity are on the rise. With this improving industry landscape, contractors need to know how to create more value in their painting companies to get the most when they are ready to sell. Painting Companies: What’s Your Business Worth? hones in on the unique characteristics and considerations important to contractors who are looking to increase and maintain value in their businesses. Learn more >>

Physician Practices: Key Value Drivers in a Changing Environment (PDF)

Publish Date: December 2012

With health reform initiatives driving the frantic pace of physician practice acquisitions, both hospital systems and physician practices are positioning their organizations for success in a new environment. Physician Practices: Key Value Drivers in a Changing Environment discusses the drivers of physician practice value, poses critical questions to ask and analyses to undertake for a successful acquisition, and shares lessons learned from industry peers. Learn more >>

Reasonable Compensation: Application and Analysis for Appraisal, Tax and Management Purposes

Publish Date: October 2010

For many closely held businesses, no single operating expense impacts the profitability as much as compensation does. This Guide helps practitioners whenever employee-owner compensation is subject to review and adjustment. It is also an invaluable resource when valuing non-compete agreements or calculating personal vs. enterprise goodwill. Learn more >>

The BVR Guide to Management Projections and Business Valuation: Analysis and Case Law

Publish Date: June 2021

BVR’s Guide to Management Projections and Business Valuation: Analysis and Case Law provides professionals with guidance in two forms. The Guide includes articles that discuss a variety of elements, issues, and techniques practitioners should consider when utilizing management’s projections or creating their own. In addition, the Guide includes a multitude of applicable case law to assist practitioners in researching opinions on different matters in various jurisdictions. Learn more >>

The Comprehensive Guide to the Use and Application of Transaction Databases, Fourth Edition

Publish Date: May 2020

Edited by esteemed BV practitioner Alina Niculita, ASA, CFA, MBA and now in its 4th edition, The Comprehensive Guide to the Use and Application of Transaction Databases has become the most trusted source for details on every transaction set available to the valuation profession for use in the market approach. Learn more >>

The Market Approach Then and Now: What Business Appraisers Need to Know

The Market Approach Then and Now: What Appraisers Need to Know (PDF)

Publish Date: June 2013

The Market Approach Then and Now: What Appraisers Need to Know, A BVR Special Report provides practical guidance and articles from top valuation experts, new techniques to apply, and what to take into account when valuing businesses in varying economic climates. Plus, gain insight on the latest court views. This is a must-have for your business valuation library. Learn more >>

The Use of Management Projections for Valuations

Publish Date: July 2011

Management forecasts and projections can be keys to determining a company’s value, but they are often unreliable or unrealistic. In Using Management Projections for Valuations, BVR delivers meaningful guidance on what steps to take in order to ensure as much accuracy as is possible when working with management reports – or dealing with the absence of these reports. Learn more >>

Understanding Business Valuation 6 Edition

Understanding Business Valuation - 6th Edition

Publish Date: February 2022

In this exciting new edition of Understanding Business Valuation, Gary Trugman takes his characteristic talent for simplifying the technical and complex to even greater heights. In his easy-to-read and understand style he covers all the bases with valuation approaches, methods, and techniques. Trugman identifies critical points in his callout notes throughout the publication. Learn more >>

Update on Control Premiums: What the Experts Say (PDF)

Publish Date: May 2015

BVR’s data-rich special report "Update on Control Premiums: What the Experts Say," presents both qualitative commentaries and case studies from numerous experts who address these issues. It is includes all the necessary quantitative considerations along with coverage of the controversies about the concepts and data, presenting all sides of the argument. Learn more >>

Valuing Companies with Real Estate: Appraisal Experts Untangle the Issues (PDF)

Publish Date: September 2014

BVR’s special report,Valuing Companies with Real Estate: Appraisal Experts Untangle the Issues addresses the unique concerns and challenges of valuing a company with real estate. This report, with perspective from both real estate and business appraisers will help steer the profession toward a more sensible consensus.
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Valuing Goodwill in Divorce (PDF)

Publish Date: July 2011

BVR's Special Report on Valuing Goodwill in Divorce addresses the difference between personal and enterprise goodwill, and discusses treatment of goodwill in the context of a divorce dispute. This special report also includes BVR's Goodwill Hunting guide, a state-by-state summary of the precedent-setting court cases affecting the handling of goodwill in marital dissolution. Learn more >>

What It's Worth: Accounting Firm Value Special Report Cover

What It's Worth: Accounting Firm Value (PDF)

Publish Date: November 2015

BVR’s new What It’s Worth series starts out with Accounting Firm Value, which offers an in depth look at the value drivers in and the valuation of accounting firms. This report contains vital advice from industry experts for both firm owners and the appraisers who value them. These experts share their vast knowledge and best practices, which will bring readers up-to-date on the pressing issues and key drivers of practice value, along with data analysis that shows the latest benchmarks in accounting firm valuation. Learn more >>

What It's Worth: Architecture and Engineering Firm Value Special Report NEW

What It's Worth: Architecture and Engineering Firm Value (PDF)

Publish Date: December 2015

In this BVR special report, What It's Worth: Architecture and Engineering Firm Value, experts home in on these issues to help business valuators, business brokers, and A/E practice owners understand the nuances to valuing a firm, along with data analysis that reveals the latest benchmarks in A/E firm value. Learn more >>

What It's Worth: Value and Business Challenges in the Budding Cannabis Industry (PDF)

Publish Date: August 2016

What It's Worth: Value and Business Challenges in the Budding Cannabis Industry helps you navigate the swirl of issues that surround providing services to cannabis businesses. The authors, experts who know this industry inside and out, walk readers through the unique aspects of a cannabis business’s financial records, key valuation challenges, benchmarking data, and more. Learn more >>

What It's Worth: Veterinary Practice Value (PDF)

Publish Date: November 2015

BVR’s new special report, What It’s Worth: Veterinary Practice Value, brings business appraisers, practice owners, and potential buyers up-to-date on the current market trends and key drivers of vet practice value. This report provides important benchmarking data and valuation rules of thumb, along with expert guidance on professional practice issues such as goodwill, covenants not to compete, and common valuation errors and challenges. Learn more >>

Control Premiums: Application and Analysis

Publish Date: July 2010

BVR's Control Premiums: Application and Analysis is a comprehensive special report that addresses the application and analytical framework for control premiums and provides an analysis of the factors that are commonly believed to influence the magnitude of control premiums. Learn more >>

Valuing Goodwill in Physician Practices Special Report

Valuing Goodwill in a Physician Practice (PDF)

Publish Date: July 2010

BVR’s Special Report Valuing Goodwill in a Physician Practice discusses methodologies for identifying and measuring goodwill in a medical practice. It also includes summaries of court cases in which physician practice goodwill was central to the dispute, along with a state-by-state summary of key court cases for easy reference. Learn more >>

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