June, 2025

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Comment on UAD 3.6: The Appraisal Industry’s Shiny New Straightjacket by Frank Palatella

Appraisers Blog

UAD 3.6, the appraisal industry's "modern" mess, trades nuance for data bloat, risking valuation integrity with tech traps and a steep curve.

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Business Valuation : Key Events, Compliance Needs, and When Your Company Should Get One

RNC

Accurately assessing your company’s value is now vital for driving sound strategic choices. In fact, according to a recent Deloitte report, over 65% of M&A deals globally rely on a formal business valuation as part of the due diligence process. For Indian businesses too, valuation plays a critical role in meeting compliance, raising capital, and driving shareholder value.

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Best Practices for Due Diligence and Valuation in M&A

Sun Acquisitions

Due diligence and valuation are critical to any successful merger and acquisition (M&A) deal. Businesses can make informed decisions and mitigate risks by conducting thorough due diligence and accurately valuing a target company. Due Diligence: A Deep Dive Due diligence is a comprehensive investigation of a target company’s financial, operational, and legal aspects.

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Planning a Family Business Transition? Start with Financial Clarity and Transparency

Equilest

Learn How to Build a Transparent Financial Reporting System for Your Business Financial clarity is the bedrock of any successful family business transition. When all stakeholders have a clear understanding of the company’s financial health, it becomes much easier to make strategic decisions about leadership succession, investment, and long-term planning.

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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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Why Getting a Cheap Business Appraisal is a Bad Idea

BV Specialists

In business, cost-conscious decisions often make good sense. However, that is not the case when it comes to valuing your company. While it may be tempting to take the cheapest appraisal option, cutting corners in this area can lead to costly mistakes. A certified business valuation is more than just a quick back of the napkin calculation, it is a detailed, defensible report that can impact key financial and legal outcomes.

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Who Can Use a Restricted Appraisal Report?

ISA

7/1/2025 12:00:00 AM Answer : Yes, it is possible—provided that the report adheres to the requirements outlined in USPAP Standards Rule 8-2 (2024 edition). According to Standards Rule 8-2, each written personal property appraisal report must be prepared under one of two reporting options: Appraisal Report or Restricted Appraisal Report, and it must prominently state which option is being used.

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Deep Tech Valuation: Using Technology Readiness Levels

Equidam

Early-stage valuation has always been about capturing potential before it becomes obvious. For deep tech startups—companies developing breakthrough technologies in areas like quantum computing, advanced materials, biotechnology, and cleantech—this challenge becomes even more complex. Unlike software startups that can iterate rapidly and achieve product-market fit within months, deep tech ventures often require years of development before reaching commercial viability.

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The Future of Business: Dynamic Risk and Hyper-Efficiency with AI

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 The Future of Business: Dynamic Risk and Hyper-Efficiency with AI by Greg Caruso | Jun 24, 2025 | ESOP Business Valuation AI can be a powerful co-pilot in navigating risk and boosting

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Machine Shop Valuation Multiples: How Much Is Your Shop Worth?

Equilest

To Learn more about Machine Shop Valuation Multiples: How Much Is Your Shop Worth - Keep Reading What Are Machine Shop Valuation Multiples? Machine shop valuation multiples are financial ratios used to estimate the market value of a machining business. These multiples are derived from actual sales of comparable businesses and are applied to financial metrics like earnings or revenue.

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Valuing a Nonprofit Business

BV Specialists

Business appraisers typically value "for-profit" enterprises that are driven by revenue and bottom-line income. But what happens when the entity in question is a nonprofit organization, one with no shareholders, no dividends, and no motive to generate profit? Can a nonprofit be valued? The answer is yes, though the methodology and purpose behind such an appraisal are quite different.

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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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Valutico Acquires AI Innovator Paraloq Analytics to Revolutionize Private Company Analysis

Valutico

VIENNA, Austria – JUNE 24, 2025 – Valutico, a global leader in valuation and financial analysis software, today announced its strategic acquisition of Paraloq Analytics, a Vienna-based artificial intelligence (AI) specialist. This acquisition will integrate Paraloq Analytics’ advanced AI capabilities into Valutico’s renowned platform, empowering financial professionals with unprecedented data-driven insights and efficiency.

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Valuation for Selling an eCommerce Business

Peak Business Valuation

The eCommerce industry has seen immense growth over the past decade, with more online shoppers than ever before. As a result, owning an eCommerce store can be a highly profitable venture. If you are looking to sell your eCommerce store, now may be a great time to do so. One of the most important steps in the sales process is obtaining a valuation for selling an eCommerce business.

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Intangible Assets in ASEAN Capital Markets

IVSC

The International Valuation Standards Council (IVSC) is pleased to announce the release of a new publication, Intangible Assets in ASEAN Capital Markets: Trends, Gaps and Policy Implications. Developed with the support of the Intellectual Property Office of Singapore (IPOS), this report presents the findings of an empirical study on the intangible assets recognised and reported by publicly listed companies in Southeast Asia.

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A Company Valuation Provides You with More Than Just a Number!

A Neumann & Associates

Have you ever looked forward to going out to a restaurant, only to be seated at a dirty table and placed your arm in someone elses pancake syrup? It always makes you wonder what the kitchen looks like, given that this is how the owner cares for the part of the business that customers actually see. This can be a sign, from the customer’s perspective, that the business may not be well-run, is not the kind of company you want to patronize, is not the kind of company you want to work for and i

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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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Tax Preparation Valuation Multiples

Equilest

Discover how to value tax preparation businesses using valuation multiples like revenue, EBITDA, and SDE. Learn key factors that influence value and how to plan your next move Introduction Are you thinking about selling your tax preparation business, or maybe you're considering acquiring one? If so, you're not alone. The tax preparation industry is currently experiencing a notable surge in activity.

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A Time to Pivot: Four Ways US M&A Leaders Are Adapting to 2025 Conditions

Harvard Corporate Governance

Posted by Adam Reilly and Barry Winer, Deloitte LLP, on Thursday, June 12, 2025 Editor's Note: Adam Reilly is a National Managing Partner, and Barry Winer is a Head of Research at Deloitte LLP. This post is based on their Deloitte memorandum. In an era of geopolitical change coupled with potential economic and regulatory policy shifts, the mergers and acquisitions landscape is set to be particularly challenging for the foreseeable future while also providing new opportunities.

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How due diligence can save you millions when buying a business

JPAbusiness

It’s common practice to make an offer ‘subject to due diligence’ when buying a business. The due diligence process involves cross-referencing and verifying the information you’ve been provided by the vendor , to confirm it’s accurate. Due diligence is also a way of identifying risks and issues that may be going on in the background that were not shared by the vendor ­– issues that might hit you in the back of the head if they came out after you purchased the business!

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Convenience Store Valuation Multiples

Peak Business Valuation

If you want to buy, expand, or sell a convenience store , learning its current value is a key for effective decision-making. An effective way to estimate a convenience store’s worth on today’s market is to apply valuation multiples. However, identifying the right multiples requires an in-depth assessment of financial performance and market trends. To ensure accurate results, it is best to obtain a professional business valuation.

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How to Get a BSPCE Valuation for Your Startup’s Employee Share Plan

Equidam

BSPCE (Bons de Souscription de Parts de Créateur d’Entreprise) are a special type of employee stock warrant unique to France. They give employees the right to buy shares of a startup in the future at a fixed price, known as the strike price. French startups widely use BSPCEs as part of their compensation strategy to attract and retain talent, because they allow employees to share in the company’s future growth with significant tax advantages.

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Driving Value Through Growth and Marketing: Lessons from the Front Lines

IT Valuations

By Dr. Aaron Mahl, EVP Business Development, iTValuations When it comes to company valuation, many MSP owners fixate on one thing: the multiple. But at ITValuations, we know that multiple is not the starting point—it’s the output of a complex equation, driven by dozens of factors that shape how a business is perceived and priced. In our latest session of the Value Driver Series, we explored one of the most overlooked contributors to enterprise value: marketing.

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Register to join a public (virtual) meeting of the IVSC’s Standards boards – June 2025

IVSC

Register for IVSC Public Meeting - June 2025 Name (Required) First Last Organisation Country Role / Job Title Which board would you like to register for? (Required) Tangible Assets Board - Tues 10th @2pm (Prague, CEST) Financial Instruments Board - Tues 10th @3pm (Prague, CEST) Business Valuation Board - Wed 11th @10:30pm (Prague, CEST) Standards Review Board - Fri 13th @2pm (Prague, CEST) Register to attend a public (virtual) meeting of the IVSC's standards boards as they meet in Prague.

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An Ode to Robert Monks

Harvard Corporate Governance

Posted by Charles W. Elson (University of Delaware), on Monday, June 30, 2025 Editor's Note: Charles W. Elson is the Founding Director of the Weinberg Center for Corporate Governance and Woolard Chair in Corporate Governance (ret.) at the University of Delaware. The corporate governance community lost one its most significant and influential members on April 29, 2025.

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McKinsey’s Koller: Valuation Isn’t Broken—Expectations Are

Global Finance

Global Finance : To what extent does geography play a role in affecting a company’s valuation? Koller : It applies to most parts of the world. If you are a purely local business, in Europe or Asia, for example, then it’s less of an issue. But, if the US were to experience a severe recession, it would probably affect everybody. And then, of course, there are those businesses that are directly impacted—companies that export, import or compete with US companies.

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Machine Shop Valuation Multiples

Peak Business Valuation

If you need to understand the value of your machine shop, valuation multiples are pivotal tools. There are many complex factors to consider when determining accurate machine shop valuation multiples. As such, working with a professional business appraiser is the best way to ensure reliable results. In addition to applying multiples, business appraisers assess a company’s strengths, weaknesses, risks, growth opportunities, and more.

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How to Benchmark Startup Revenue and EBITDA Projections

Equidam

Financial projections form the backbone of startup valuation. While qualitative methods like our Scorecard and Checklist approaches provide valuable insights by comparing startups against peer averages, they can only take you so far. Venture capital is fundamentally about identifying and funding outliers—companies that will vastly outperform the average.

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Navigating Valuation Challenges in the Great Wealth Transfer

Auto Dealer Valuation Insights

Taking a break from our succession planning series, we’re turning our attention to the RIA valuation implications of the pending Great Wealth Transfer. Over the next two decades, an estimated $68 trillion is expected to transfer from Baby Boomers and Gen X to Millennials and Gen Z in what has been dubbed the “Great Wealth Transfer.

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Navigating the 2025 M&A Landscape: Trends, Data, and Insights

IT Valuations

July 15, 2025 2:00 PM – 2:45 PM CST The first half of 2025 has brought significant shifts in the M&A and valuation landscape. As businesses continue to adapt to evolving economic conditions and market dynamics, understanding the latest trends and data is crucial for strategic decision-making. Join Reed Warren (CEO), Aaron Mahl (Executive Vice President for Business Development), and Corey Kerns (Vice President of M&A) from iTValuations for an insightful webinar that will delve into

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Corporate Balance in the Face of Accelerating Technological Change

Harvard Corporate Governance

Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Friday, June 13, 2025 Editor's Note: Martin Lipton is a Founding Partner at Wachtell, Lipton, Rosen & Katz. This post is based on a Wachtell Lipton memorandum by Mr. Lipton, Kevin S. Schwartz , and David M. Adlerstein. The imperative to adapt to changing technological landscapes is a permanent fact of business life.

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Why Certified Valuation Reports Are Crucial for Insurance Claims

RNC

In today’s complex insurance landscape, disputes over claim settlements are on the rise. One of the most effective ways to safeguard your business is through accurate and certified valuation reports for insurance claims. A certified valuation report ensures that your insured assets are properly documented, valued according to recognized methodologies, and aligned with legal standards.

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Lumber Wholesale Valuation Multiples

Peak Business Valuation

Valuation multiples are fundamental in estimating the value of a lumber wholesale business. Identifying accurate lumber wholesale valuation multiples involves a thorough review of financial data and industry trends. For the most reliable results, business owners should consider receiving a professional lumber wholesale business valuation. As part of the valuation process, a business appraiser follows a detailed process to provide insight on the company’s fair market value, strengths, weaknesses,

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Down Round Valuation: How to Survive and Protect Your Equity (2025)

Equidam

Down rounds hit 22% of all VC deals in Q2 2024—down from a peak of 33% in Q1 2024, but still the highest sustained level since the 2008 financial crisis. If you’re a founder facing this reality, you’re not alone, and more importantly, you’re not doomed. The end of the ZIRP (Zero Interest Rate Policy) era has created a valuation reset that’s forcing founders into down rounds, threatening equity dilution, employee morale, and future fundraising ability.

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Chris Mercer Will Be a Panelist on AICPA Webinar

Auto Dealer Valuation Insights

Christopher Mercer, FASA, CFA, ABAR will be presenting an AICPA webinar with Serena Morones, CPA, ASA, ABV, CFE of Morones Analytics on Tuesday, June 17, 2025 at 2pm CDT. Their session is titled “The Future of the Valuation Profession” and will discuss how firm owners and practice group leaders can adapt to the future. Chris Mercer is the Chairman of Mercer Capital.

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Italy Is Awash With M&As

Global Finance

UniCredit’s hostile offer for Banco BPM is the most talked about, valued at $16.35 billion, almost $1 billion below BPM’s market value. The bid followed Unicredit’s unsuccessful negotiations with the Italian government to take over Banca Monte dei Paschi di Siena three years ago. Unicredit launched the new tender on BPM despite restrictions imposed by the government.

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Foley & Lardner Opens In Nashville With 3 Holland & Knight Attys

Law 360 M&A

Foley & Lardner LLP has chosen Nashville as the location for its 27th office worldwide, bringing on three attorneys who had been at Holland & Knight LLP to work on regulatory, tax and transactional matters, the firm announced Monday.