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If you're interested in exploring how AI tools can automate financial forecasts, normalize historicals, or simulate valuation scenarios for your business, we recommend reading our in-depth guide on AI-powered business valuation platforms. These platforms help streamline and enhance the reliability of your valuation process. In business valuation , the integrity and credibility of your analysis hinge on two fundamental pillars: the historical period and the forecast period.
Artificial Intelligence (AI) is rapidly transforming the valuation landscape. From data sourcing and analysis to model generation and report writing, technology is reshaping how valuations are performed, delivered, and scrutinised. But what does this mean for professional valuers — and for International Valuation Standards? In this new IVSC Perspectives Paper, Navigating the Rise of AI in Valuation: Opportunities, Risks, and Standards , the IVSC’s Technology Working Group examines the grow
Launching a venture capital fund involves navigating complex legal documents, chief among them the Limited Partnership Agreement (LPA). For first-time fund managers, one often-overlooked section of the LPA is the valuation clause – the provisions that dictate how the fund’s investments are valued over time. These clauses might seem like boilerplate legalese, but they have real implications for how your fund is perceived by Limited Partners (LPs) and how transparently you operate.
7/3/2025 12:00:00 AM A common but important question is: Where should an appraiser sign their report? While it may seem like a small detail, signing the report correctly is essential for compliance with both USPAP and ISA Appraisal Report Writing Standards. What USPAP Requires According to the USPAP 2024 Edition: Standards Rule 8-2(a)(xiv) applies to Appraisal Reports Standards Rule 8-2(b)(xvi) applies to Restricted Appraisal Reports Both state the report must: “Include a signed certificat
Speaker: Susan Spencer, Principal of Spencer Communications
Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.
In the world of professional valuation, whether for equipment, real estate, or businesses, the question of refundable versus non-refundable appraisal fees may arise when speaking with clients and colleagues. While it may seem more consumer-friendly to offer a refund if the client cancels the appraisal after engagement, there are sound professional and practical reasons why appraisal fees should be non-refundable.
Posted by F. Dario de Martino, Clare O’Brien, and Mara Goodman, A&O Shearman, on Friday, July 11, 2025 Editor's Note: F. Dario de Martino and Clare O’Brien are Partners, and Mara Goodman is an Associate at A&O Shearman. This post is based on an A&O Shearman memorandum by Mr. Martino, Ms. O’Brien, Ms. Goodman, Steph Ference , and Olivia Zinzi.
Understanding the value of your assets is crucial to making sound financial decisions. One of the most effective ways to do this is through an asset valuation. An asset valuation is a formal process used to determine the fair market value of a company’s assets, both tangible and intangible. Whether you want to improve your business or prepare for future changes, an asset valuation is essential.
Understanding the value of your assets is crucial to making sound financial decisions. One of the most effective ways to do this is through an asset valuation. An asset valuation is a formal process used to determine the fair market value of a company’s assets, both tangible and intangible. Whether you want to improve your business or prepare for future changes, an asset valuation is essential.
Why Valuation in This Industry Isn’t One-Size-Fits-All Whether you’re selling a sandwich shop, buying a pizza franchise, or considering an investment in a fast-casual chain, understanding the value of a limited-service restaurant (LSR) isn’t as simple as applying a “rule of thumb.” While lesser-experienced appraisers may toss out generic multiples, the appraisers at GCF Valuation know better: each restaurant’s value depends on its earnings, structure, and story.
When Warby Parker launched in 2010, their website crashed just after their official launch, their top 15 most popular styles sold out within four weeks, and they collected a staggering 20,000 customer waitlist during that time. This wasn’t just about selling eyeglasses—it was about a brand so compelling that customers were willing to wait months for a product they’d never physically tried.
In an era defined by rapid digital transformation, valuation professionals are increasingly confronted with the challenge of integrating advanced technologies into traditional workflows. On 10 April 2025, key stakeholders from across the real estate, valuation, and investment sectors convened in Singapore for the IVSC-RICS Roundtable on Technology and Digital Transformation in Real Estate Valuation.
In today’s fast-paced and highly competitive marketplace, business valuation professionals are operating in an increasingly crowded field. With more firms and solo practitioners offering appraisal services than ever before, clients have plenty of options, along with high expectations regarding reliability, turnaround time, and pricing. The growth in demand for business valuations, driven by multiple purposes such as purchase and sale, litigation support, estate planning, and financing, has attra
Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker
The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l
609-664-7955 Home About Us Senior Team Completed Business Valuations Valuation Services ESOP Business Valuations SBA Business Valuations for SBA 7(a) Loans Exit Planning Small Business Valuations Estate and Gift Tax Business Valuations Blog The Book About the Book Reviews About the Author Book Resources Select Page Estate Planning Benefits from “One Big Beautiful Bill Act” (OBBBA 2025) by Greg Caruso | Jul 21, 2025 | Estate and Gift Tax Business Valuation The recently passed “O
Are you planning to buy, grow, or sell an ecommerce business ? Understanding the value of an ecommerce business under current market conditions is essential for effective business decisions. One of the most common tools for determining a business’s fair market value are valuation multiples. These metrics can offer a data-backed estimate of an ecommerce business’s worth based on its financial performance and recent market trends.
By Dr. Aaron Mahl, EVP Business Development, iTValuations Ask any business owner what keeps them up at night, and chances are “finding and keeping good people” is near the top of the list. At iTValuations, we’ve seen firsthand how employee satisfaction and retention aren’t just cultural priorities—they’re value drivers that materially impact the outcome of a business sale or acquisition.
You can refer to the table below to see how the average valuation for the Scorecard Method and maximum valuation for the Checklist Method will change for your country specifically after July 30th, 2025. We base our new country estimates on real transactions by country since January 15th, 2023. Whenever we were not able to find a large enough sample of pre-money valuations in a given country, we broadened our perspective to the closest larger geographic entity (namely, region and continent).
In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.
An unusual confluence of events has created serious strategic advantages for business sellers. Smart owners are taking notice and heading for the exits before the window closes. The morning alarm bell rings and you’re getting ready to face another cascade of emails, vendor problems, and employee drama. Add in the pressures of payroll, insurance premiums and quarterly projections, and heading for the exit has never looked so good.
Posted by Michelle Gasaway, and Jeremy Winter, Skadden, Arps, Slate, Meagher & Flom LLP, on Wednesday, July 2, 2025 Editor's Note: Michelle Gasaway and Jeremy Winter are Partners at Skadden, Arps, Slate, Meagher & Flom LLP. This post is based on their Skadden memorandum. Overview Appointing a board observer has long been a tool in an investor’s arsenal.
Here’s what most business owners don’t realize: if one customer represents more than 30-40% of your revenue, your business may not be sellable at all. End market concentration is one of the fastest ways to kill an M&A deal before it even starts. At REAG , we’ve guided hundreds of lower middle market companies through successful M&A transactions over our 20+ years of experience.
The value of a grocery store or supermarket is often influenced by variables such as consumer preferences and supplier prices. These shifting factors can make it difficult to calculate a grocery store’s worth. If you need a quick, general estimate, grocery store valuation multiples are useful tools. Applying the right multiples can help you understand the value of a grocery store or supermarket based on current market trends.
The JPAbusiness Strategic Value Checklist examines the business and industry characteristics which can influence your business's potential strategic value to a purchaser. It’s important that you consider these characteristics during your active period in developing and driving your busin ess, rather than leaving it until five minutes to midnight just before you plan sell or exit.
You can refer to the table below to see how the EBITDA multiples for the industries available on the Equidam platform will change on July 30th, 2025. These are applied to compute the Terminal value in the DCF method with Multiple and the potential exit value in the VC method. The data is based on our analysis of more than 30,000 public companies as of the 15th of July 2025.
Mergers and acquisitions (M&A) are exciting opportunities to unlock growth, drive innovation, and enhance market competitiveness. Far from being disruptive, a well-managed merger or acquisition can create a more vital, dynamic organization capable of delivering excellent value to customers, employees, and stakeholders. The key lies in seamless integration—bringing together the strengths of both entities to maximize potential while preserving the unique qualities that made each successful.
Our family business advisory practice is focused on three strategic financial questions that weigh on family business directors. In no particular order, the three questions are: We define dividend policy broadly, encompassing both how family businesses pay regular and special dividends, as well as how they craft shareholder redemption programs.
July 29, 2025 2:00 PM – 2:45 PM CST For many owners of IT companies, selling their business is a once-in-a-lifetime experience. Join us for an insightful webinar as we pull back the curtain on the recent acquisition of NetEffect, a leading IT company owned by David Rounds. This session will provide a unique, inside look at the entire transaction, from initial contact to the final handshake.
The freight trucking industry supports the most important distribution pipelines of our economy. As such, trucking businesses are extremely valuable. If you want to buy, grow, or sell a freight trucking company, understanding its worth on today’s market is critical. Valuation multiples are pivotal tools for determining a business’s value. These financial ratios provide a value estimate based on the company’s financial standing and recent market trends.
It’s becoming more common – and more necessary – for private companies to offer early shareholders a way to realise some value without raising new capital, going public, or changing direction. These transactions are known as private secondary share sales , or simply “secondaries.
When Y Combinator’s demo day showcases 250 promising startups to a room of eager investors, there’s an uncomfortable truth lurking beneath the pitch decks and growth projections: half of these companies will fail , with 1 in 5 shutting down within the first 12 months. Outside of Y Combinator, the rate is higher. Yet most valuation models treat survival as a binary outcome—either the company succeeds spectacularly or it disappears entirely.
Posted by Deborah Paul and Rachel Reisberg, Wachtell, Lipton, Rosen & Katz, on Tuesday, July 15, 2025 Editor's Note: Deborah Paul and Rachel Reisberg are Partners at Wachtell, Lipton, Rosen & Katz. This post is based on their Wachtell memorandum. The One Big Beautiful Bill Act (the “OBBBA”) was signed into law on Friday, and, while not the paradigm shift of 2017’s Tax Cuts and Jobs Act (the “TCJA”), it introduces important changes affecting both domestic and cross-border transactions, m
Kathryn Burke, CPA has earned the right to use the Accredited in Business Valuation (ABV) designation. This professional designation is awarded by the American Institute of Certified Public Accountants (AICPA). Professionals who earn the ABV credential demonstrate expertise in business valuation through their competency, experience, and adherence to professional standards.
By Dr. Aaron Mahl, EVP Business Development, iTValuations When it comes to selling your IT firm or MSP, taxes aren’t just a footnote—they’re a fundamental part of the transaction. Yet, most business owners only go through one major transaction in their lifetime, and few feel prepared for the tax implications that come with it. That’s why I sat down with Greg Northrop, Managing Partner at IT Tax Advisors, to break down the financial, structural, and strategic tax decisions that can make or break
Counseling centers play a critical role in promoting mental health and well-being. With a rise in telehealth, counseling centers now virtually serve schools and corporations, along with local communities. Because of high demand, many entrepreneurs are choosing to invest in the counseling industry. However, before you buy a counseling center, it is important to obtain a business valuation.
7/7/2025 12:00:00 AM When appraising fine art prints, especially those from the same edition, it is common to encounter a wide range of asking prices across different retail galleries. This variability can create confusion when determining which price to use for insurance appraisals. The key lies in two important considerations: the condition of the client’s print and the venue the client shops.
On July 30th, 2025, you’ll be upgraded to the latest version of Equidam with updated valuation parameters. This may result, on average, in a slight valuation increase. What’s changing 1 | Average valuations used in the Scorecard Method and maximum valuations used in the Checklist Method We base our estimates on real transactions by country since January 15th, 2023.
Mind the Gap: Exploring the Divergence in Public and Private Real Estate Markets IVSC Perspectives Paper – July 2025 Why do valuations for public and private real estate assets often diverge—even when they’re underpinned by the same underlying properties? And what does this mean for investors, regulators, and valuation professionals? In this IVSC Perspectives Paper, we explore the persistent valuation gap between publicly traded real estate vehicles (like REITs) and privately held real estate po
When a team of researchers asked an artificial intelligence system to design a railway network that minimized the risk of train collisions, the AI delivered a surprising solution: Halt all trains entirely. No motion, no crashes. A perfect safety record, technically speaking, but also a total failure of purpose. The system did exactly what it was told , not what was meant.
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