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How valuators can help distressed companies
September / October 2023
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: The COVID-19 pandemic took an economic toll globally, and many companies are still feeling its effects. This article discusses ways business valuation professionals can provide guidance for struggling companies — including by assessing risks and working with management to estimate going concern value in light of turnaround plans and, if necessary, liquidation value.
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How valuators can help distressed companies
September / October 2023
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: The COVID-19 pandemic took an economic toll globally, and many companies are still feeling its effects. This article discusses ways business valuation professionals can provide guidance for struggling companies — including by assessing risks and working with management to estimate going concern value in light of turnaround plans and, if necessary, liquidation value.
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Benchmarking performance in business valuation
September / October 2018
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: One way business valuation experts gauge company-specific risk is to benchmark financial performance over time and against competitors. This article explains critical benchmarks that experts monitor: profitability, liquidity, asset management and leverage. A sidebar discusses the importance of understanding differences in accounting methods when analyzing financial results.
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FAQs about valuing customer relationships
July / August 2018
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: For many businesses, customer relationships represent a valuable intangible asset. But placing a monetary value on those relationships can be tricky. This article answers common questions about the considerations, techniques and challenges involved in valuing customer-related assets. A sidebar explains alternative methods for valuing these assets, beyond the multiperiod excess earnings method (MPEEM).
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All charitable deductions aren’t created equal
Fall 2017
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: If a nonprofit wants to keep donors on its side, it needs to explain that different types of donations can carry different tax benefits. And it should make sure that contributors know some donations aren’t deductible at all. This article explains what donors can — and can’t — deduct in regard to cash donations; ordinary income, capital gains and tangible personal property; vehicles; and property use. A sidebar discusses other limits that apply to charitable deductions.
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Proving lost profits with “reasonable certainty”
September / October 2016
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: Recovering lost profits generally requires a plaintiff to establish three elements: causation, foreseeability and reasonable certainty. The meaning of the third element, “reasonable certainty,” can vary significantly depending on the particular case. This article looks at the distinctions courts make and notes some factors they consider in determining reasonable certainty, including whether the business is established or unestablished, and the relevance of management projections. A sidebar offers a case study. Inspectronic Corp. v. Gottlieb Skanska Inc., 2016 N.Y. Slip Op. 00155 (N.Y. App. Div. 1/13/2016)
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Turnover turmoil: Know the signs of financial distress
February / March 2016
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: Weak financial performance can cause borrowers to default on loans. So, it’s important for lenders to recognize the early warning signs that a company is underperforming. This article discusses three turnover issues that may foreshadow pending financial woes: high employee turnover, unexpected auditor turnover and deteriorating asset turnover. A sidebar explains how agreed-upon-procedures engagements can help lenders evaluate questionable performance, including loan covenant violations.
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Why you should — or shouldn’t — pursue a merger or an acquisition
Spring 2015
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: Merger and acquisition volume was up 38% through the first 10 months of 2014, according to data from financial analysts Dealogic, putting last year on track to be the strongest year for M&A deals since 2008. With that bounce in mind, this article looks at the pros (such as an opportunity to grow rapidly) and cons (including costs, from both a financial and a time-commitment perspective) of M&As. A sidebar explains how to conduct an M&A search.
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Virtual board meetings – Face-to-face not always the case
April / May 2015
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: A nonprofit’s board of directors makes crucial financial, legal and strategic decisions on a regular basis. But this decision making doesn’t always need to be up-close and personal in the same room, at the same table. Many not-for-profits hold virtual board meetings via phone and online tools. This article explores the benefits, obstacles and preparation that should be considered when making the switch.
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Take the alternative route – Alternative investments seek to balance portfolio risk and return
January / February 2015
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 841
Abstract: Alternative investments (or “alternatives”) have gone mainstream in recent years. Hedge funds and hedging strategies, such as long-short, increasingly are becoming popular with investors seeking better diversification and risk-adjusted returns. That said, alternatives involve unique risks and aren’t appropriate for every investor. But not all alternatives increase portfolio volatility — some are designed to lower it. This article examines some of the various types of alternatives.