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Navigating the Rise of AI in Valuation: Opportunities, Risks, and Standards

IVSC

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

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Demystifying Valuation Clauses in LPAs for Emerging Managers

Equidam

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.

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The Relevance of Historical and Forecast Periods in a Business Valuation

Equilest

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.

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Freight Trucking Company Valuation Multiples

Peak Business Valuation

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.

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How to Leverage Intent Data for Better Outcomes

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.

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Estate Planning Benefits from “One Big Beautiful Bill Act” (OBBBA 2025)

Gergory Caruso

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

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Sellers Have All the Leverage in 2025

Sun Acquisitions

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.

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[PARAMETERS UPDATE P6.1] AVERAGE AND MAXIMUM VALUATIONS

Equidam

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).

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Business Valuation for Buying a Counseling Center

Peak Business Valuation

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.

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10 ways to drive strategic value in your business [checklist]

JPAbusiness

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.

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3 Strategic Financial Questions for Family Businesses

Auto Dealer Valuation Insights

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.

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Statement of Cash Flows vs. Cash Flow Statement

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

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The Art of M&A: How to Identify and Execute Strategic Deals

Sun Acquisitions

Mergers and acquisitions (M&A) often conjure images of corporate battles and cutthroat competition. However, when approached strategically, M&A can be a powerful tool for driving growth, innovation, and long-term success. This post will explore identifying and executing successful M&A deals, highlighting their positive impact on businesses.

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[PARAMETERS UPDATE P6.1] EBITDA MULTIPLES

Equidam

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.

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Business Valuation for Selling a Restoration Company

Peak Business Valuation

Restoration companies provide essential cleanup and repair from water, fire, and mold damage. Demand for these services is growing. As such, restoration businesses are attracting more buyer interest. If you own a restoration business, now may be a great time to sell. To secure the best return, consider starting with a restoration business valuation.

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The Entrepreneur’s Next Chapter: Strategically Transitioning Family Wealth

Class VI Partner

For entrepreneurs, selling a business is often the pinnacle of a career. It’s a moment of achievement and transition. After years of leading a company, the next chapter requires a different kind of leadership: stewarding wealth, planning for legacy, and preparing the next generation. Unfortunately, many successful founders don’t think about this early enough.

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Mastering Intent Data: Understanding its Importance & Best Practices

Speaker: Joe Apfelbaum, CEO of Ajax Union

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.

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4 Firms Advise On $2.5B Insignia Financial Take-Private Deal

Law 360 M&A

Private investment firm CC Capital and global alternative asset manager One Investment Management have agreed to acquire Australia's Insignia Financial Ltd. at a 3.9 billion Australian dollar ($2.5 billion) enterprise value, in a deal steered by four law firms.

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Is M&A turning around?

Financial Times M&A

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Trump and Powell spar as US president visits Federal Reserve How Fox News is covering the Trump vs Murdoch blockbuster Trump risks market revolt if he thr

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PARAMETERS UPDATE P6.1

Equidam

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.

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Used Car Dealership Valuation Multiples

Peak Business Valuation

If you are preparing to buy, grow, sell, or secure financing for a used car dealership , understanding its true value is vital. Valuation multiples can provide quick insight on how much a used car dealership is worth. However, finding the right multiples can be complex. For the most accurate results, it is best to receive a business valuation. Business appraisers conduct a detailed assessment of various factors to identify reliable used car dealership valuation multiples.

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Datasite Acquires Leading Agentic AI Company Blueflame

Business Wire M&A

MINNEAPOLIS--(BUSINESS WIRE)-- #AI--Datasite®, the global SaaS provider of Al-powered workflow collaboration and automation solutions for M&A, investment and strategic projects, today announced that it has acquired Blueflame Al™, a leading provider of agentic Al solutions for investment and financial services. Terms of the deal are not being disclosed.

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Del. Boutique Wins 'Heated' Battle To Lead Endeavor Suit

Law 360 M&A

Litigation boutique Abrams & Bayliss LLP has been handed the reins to a potential blockbuster lawsuit alleging that sports and entertainment giant Endeavor Group Holdings was undervalued in a $13 billion take-private deal, with a Delaware vice chancellor on Tuesday settling what she described as a "heated," and at times personal, leadership fight in the case.

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Keeping up with changing regulations: What you need to know

Accounting Web

Practice strategy Tags Companies House Compliance and regulation Money laundering

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ButcherJoseph & Co. Welcomes Thomas Dudley as Director in ESOP Advisory Practice

Butcher Joseph & Co.

Thomas will focus on providing strategic advisory services to employee-owned companies, including ownership structure optimization, recapitalization p. The post ButcherJoseph & Co. Welcomes Thomas Dudley as Director in ESOP Advisory Practice appeared first on ButcherJoseph & Co.

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Key Steps in Business Valuation for Divorce Proceedings

Peak Business Valuation

Dividing assets during a divorce is a complex process, especially when a business is involved. A business valuation determines the company’s fair market value. This helps ensure an equitable division of marital property. Whether you are buying out a spouse or identifying fair market value for litigation support , taking the right steps is key. This article covers key steps in business valuation for divorce proceedings to help you navigate with confidence.

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Bluespring Wealth Partners Acquires $364M Dallas-Based Firm

Business Wire M&A

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced the acquisition of Halcyon Wealth Advisors (Halcyon), a firm affiliated with Kestra Financial whose financial professionals oversee $364 million in assets under management.

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BCLP Adds PE Transactions Pro From Golenbock Eiseman

Law 360 M&A

Bryan Cave Leighton Paisner announced the addition of a former Golenbock Eiseman Assor Bell & Peskoe LLP attorney to its corporate transactions practice Monday, touting her work in private equity-backed transactions.

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Supreme Court to Weigh Limits on Fund Litigation Under ICA

Harvard Corporate Governance

Posted by Douglas Hallward-Driemeier, Robert Skinner, and Amy Roy, Ropes & Gray LLP, on Monday, July 21, 2025 Editor's Note: Douglas Hallward-Driemeier , Robert A. Skinner , and Amy Roy are Partners at Ropes & Gray LLP. This post is based on a Ropes & Gray memorandum by Mr. Hallward-Driemeier, Mr. Skinner, Ms. Roy, and Devon Applegate Caton.

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The impact of the SALT cap on state income taxation: What’s next after the One Big Beautiful Bill Act

ThomsonReuters

The state and local tax (SALT) deduction has long been a pillar of the U.S. tax code, providing critical relief to taxpayers — especially those in high-tax states. That changed dramatically with the 2017 Tax Cuts and Jobs Act (TCJA), which imposed a $10,000 cap on SALT deductions. Now, with the passage of the One Big Beautiful Bill Act (OBBBA) in July 2025, the landscape is shifting again.

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Paint Wholesale Valuation Multiples

Peak Business Valuation

Valuation multiples can be insightful tools if you are preparing to buy, grow, or sell a paint wholesale business. These metrics provide a rough estimate of your company’s value based on market trends. To identify reliable paint wholesale valuation multiples, business appraisers conduct various complex analyses. As such, it is best to receive a professional business valuation to determine the value of a paint wholesale business.

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Wall Street Wants to Make Private Markets a Little More Public

NYT M&A

As value grows in private markets, fund managers, brokerage houses, and savvy start-ups are building products that aim to expand access to them.

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Sun Acquisitions Facilitates Successful Sale of Package Steel Systems to TSS Acquisition Corp.

Sun Acquisitions

CHICAGO, IL – July 24, 2025 – Sun Acquisitions, a leading mergers and acquisitions firm, today announced the successful sale of Package Steel Systems (PSS), a leading fabricator of structural steel for pre-engineered buildings based in Sutton, Massachusetts to TSS Acquisition Corp. Package Steel had been owned by Robert Fisette since 2014 and has approximately 50 full-time employees.

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Key Developments Facing Compensation Committees for the 2025-2026 Cycle

Harvard Corporate Governance

Posted by Lane Ringlee and Steve DeMaria, Pay Governance LLC, on Thursday, July 24, 2025 Editor's Note: Lane Ringlee is a Managing Partner and Steve DeMaria is a Consultant at Pay Governance LLC. This post is based on their Pay Governance memorandum. Our firm’s partners and consulting staff have participated in more than 250 board compensation committee meetings in the first half of 2025.

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AI is Reshaping Financial Services & Redefining the Role of Banks

Global Finance

Global Finance: How do you see AI transforming the future of financial services? Abdullah Khalifa Al Nusef: AI is fundamentally reshaping financial services, driving a shift from reactive to predictive and proactive banking. From hyper-personalized customer experiences to real-time fraud detection, AI enhances decision-making and operational efficiency.

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Clothing Store Valuation Multiples

Peak Business Valuation

Are you planning to buy, expand, or sell a clothing store ? One of the best ways to prepare is to learn how much your store is worth on the market. Valuation multiples are fundamental in this process. These metrics provide a glimpse of a clothing store’s value based on financial performance and market trends. However, determining reliable clothing store valuation multiples can be a complicated process.

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Generational Group Advises Unico Supply, Inc. on its Partnership with BizGro Partners

Business Wire M&A

DALLAS--(BUSINESS WIRE)--Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the strategic partnership of Unico Supply, Inc. and BizGro Partners. The acquisition closed March 24, 2025. Located in Houston, Texas, Unico Supply, Inc. is a premier provider of high-quality building materials, specializing in windows, doors, moldings, stair parts, natural stone, and hardware.

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