Tools

Defend your discounts for lack of marketability with the most current data in the Valuation Advisors Lack of Marketability Discount Study. This robust, online database includes 15,500+ pre-IPO transactions, including 1,900+ non-U.S. deals covering 95 countries, from 1985-present. This must-have tool enables you to reference actual DLOMs for companies with similar characteristics to your subject company and ensures you have the most convincing data available.

Business Valuation Resources, LLC's compensation portion of the survey includes information on staff salaries and bonuses, salary increases, bonus and incentive practices, partner buy-ins and distributions, distribution formulas, and more. Detailed table of contents is accessible for free online.

Business Valuation in Divorce Case Law Compendium, Fourth Edition is an indispensable tool for every divorce professional. Now updated with five new chapters and 40 new cases that have helped shape the landscape of business valuation in divorce proceedings, this must-have compendium offers advice from top business valuation experts on how goodwill and S corporations are valued, and also offers insight into active/passive appreciation, double-dipping, fair value, and more.

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. It is crucial for appraisers practicing in this area to stay current with the legal arguments, regulations and technical theory that apply to estate and gift issues relating to the business valuation profession.

Publications include an industry profile, five-year financial analysis, pricing rules of thumb, and actual deal data from sales transactions for specific industries, with industries covered including veterinary practices, auto dealerships, quick and full serve restaurants, and day care centers. Table of contents containing additional descriptive information and identifying data sources can be viewed free online.

DealStats (formerly Pratt’s Stats) is a robust online database that boasts the most complete financial details available on 40,000 acquired private and public companies, with up to 199 data points that include six valuation multiples and 13 financial ratios.  Each transaction includes detailed data to apply the market approach, derive a selling price, benchmark performance, or perform a fairness opinion analysis. BVR analysts rigorously review every transaction to ensure that most trustworthy data is provided. In addition, the DealStats database includes the DealStats Analyzer, an Excel-based tool that greatly improves a user’s ability to select and deselect transactions, complete a detailed analysis, and export custom worksheets to a new Excel workbook.