Sat.Jun 28, 2025 - Fri.Jul 04, 2025

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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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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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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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Signing Your Appraisal Report

ISA

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

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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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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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Navigating the Future of Real Estate Valuation: Insights from the IVSC-RICS Roundtable on Technology and Digital Transformation

IVSC

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.

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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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Business Valuation for Buying a Coffee Shop

Peak Business Valuation

The coffee shop industry has seen steady growth in both sales and pricing over the past several years. This upward trend presents strong opportunities for prospective coffee shop owners. If you hope to enter this thriving market, consider obtaining a business valuation for buying a coffee shop. Business valuations provide a critical look into a coffee shop’s performance, helping buyers know exactly what they are getting into.

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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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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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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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Effective Integration Strategies for a Seamless Merger

Sun Acquisitions

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.

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Top Factors That Impact Your Business’s Asset Value

Peak Business Valuation

A business’s value is largely tied to its assets. Knowing the worth of these items is key to long-term success. As such, an accurate machinery and equipment appraisal is crucial when buying, selling, updating insurance, or seeking financing for a business. Furthermore, wear and tear, market trends, and other factors can affect what your assets are worth.

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The Board Observer: Considerations and Limitations

Harvard Corporate Governance

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.

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Secondary share sales: Creating liquidity without going public

Vested

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.

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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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Determining Replacement Value for Fine Art Prints

ISA

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.

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Towing Company Valuation Multiples

Peak Business Valuation

From assisting drivers with unexpected vehicle issues to relocating illegally parked cars, towing businesses provide essential roadside support services. With the right approach, pursuing business opportunities in the towing industry can be very rewarding. Whether you plan to buy, grow, or sell a towing company, it is important to determine its worth on today’s market.

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Protecting GP Discretion in Valuing Incentive Units: Lessons from Walker v. FRP

Harvard Corporate Governance

Posted by Gail Weinstein, Jeffrey Ross, and Rati Ranga, Fried, Frank, Harris, Shriver & Jacobson LLP, on Sunday, June 29, 2025 Editor's Note: Gail Weinstein is a Senior Counsel, Jeffrey Ross is a Partner and Chair, and Rati Ranga is a Special Counsel at Fried, Frank, Harris, Shriver & Jacobson LLP. This post is based on a Fried Frank memorandum by Ms.

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When AI Follows the Rules but Misses the Point

Reynolds Holding

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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A Common Need for an Objective & Independent Business Valuation: 409A Valuations for Tax Compliance

Merrimack Business Appraisers

Early-stage companies and high-growth businesses commonly backed by venture capitalists often attract and reward employees by issuing restricted stock or stock options to offer an appealing and competitive compensation package. The post A Common Need for an Objective & Independent Business Valuation: 409A Valuations for Tax Compliance appeared first on Merrimack Business Appraisers.

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New Car Dealership Valuation Multiples

Peak Business Valuation

Understanding the value of a new car dealership enables strategic decision-making, whether you are buying, growing, selling, or seeking financing. If you need a quick estimate, valuation multiples indicate a dealership’s worth based on the current market. However, finding applicable new car dealership valuation multiples can be challenging. To ensure the most accurate results, it is best to obtain a business valuation.

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How to Prepare for M&A Due Diligence: A Seller’s Checklist

Class VI Partner

Key insights Preparing for M&A due diligence is a critical step if you’re considering selling your business in the next few years. Buyers will scrutinize every part of your company, from your balance sheet to your lease agreements. The more buttoned-up you are, the smoother the process will go and the better your chances of closing on favorable terms.

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Star Equity Fund's Successful Servotronics Campaign Leads to Acquisition by TransDigm for $47 per Share

Benzinga

Since 2022, Star Equity Fund repeatedly called on Servotronics to explore strategic alternatives Star Equity Fund's advocacy generated substantial returns for all SVT shareholders OLD GREENWICH, Conn., June 30, 2025 (GLOBE NEWSWIRE) -- Star Equity Fund, LP ("Star Equity Fund" or "we"), an investment fund focused on unlocking shareholder value by engaging with management teams across its portfolio companies and owner of approximately 6% of the common stock of Servotronics, Inc.

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3 pieces of financial info to share when selling your business [infographic]

JPAbusiness

We are often engaged by business buyers to assist them in undertaking due diligence on target businesses. In the early stages of that process I often come across vendors who have an accountant, business broker or other advisor who is very coy about sharing what I would call basic financial information on the business.

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Business Valuation for Estate Tax Purposes

Peak Business Valuation

Determining the value of a business is a critical step in estate planning. It is especially beneficial when calculating estate taxes. For business owners, their company is often one of the largest assets in the estate. The IRS requires a business valuation to determine the tax obligations of an estate properly. In this article, we explore business valuation for estate tax purposes and provide key insights to support effective estate tax planning.

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No Exit

Harvard Corporate Governance

Posted by Brian Broughman (Vanderbilt Law School), Matthew Wansley (Cardozo School of Law), and Sam Weinstein (Cardozo School of Law), on Wednesday, July 2, 2025 Editor's Note: Brian Broughman is a Professor at Vanderbilt Law School. Matthew Wansley and Sam Weinstein are Professors at Cardozo School of Law. This post is based on their paper. The six most valuable companies in the world were once venture-backed startups.

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US Capital Global Grows USA East and West Coast Teams with Four Senior Appointments

Benzinga

San Francisco, California, USA, July 03, 2025 (GLOBE NEWSWIRE) -- US Capital Global is pleased to announce the expansion of its U.S. team with the addition of four new bankers: Managing Partner Steve P. Wilburn and Vice Presidents Ruta J. Laukien , Justina McCaffrey , and Caroline Banzali. These seasoned professionals bring decades of expertise across investment banking, energy and infrastructure, tax strategy, private capital, and real estate, further strengthening the firm's presenc

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ORIX Corporation USA Agrees to Acquire Majority Stake in Asset Expert Hilco Global

Business Wire M&A

NEW YORK & CHICAGO--(BUSINESS WIRE)--ORIX Corporation USA (“ORIX USA”) and Hilco Global, a diversified global financial services firm headquartered outside of Chicago, IL, today announced that they have entered into a definitive agreement (the “Agreement”) under which ORIX USA will acquire a majority equity ownership of Hilco Global.

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Retail Trade Valuation Multiples

Peak Business Valuation

If you need to determine the value of a retail trade business, valuation multiples can provide a data-backed estimate. These numbers indicate the value of a retail trade business based on financial metrics and market trends. To identify applicable retail trade valuation multiples, a valuation expert conducts thorough analyses of various factors. As such, it is important to work with an experienced business appraiser to ensure the most accurate value estimate.

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Testimony in House Subcommittee Hearing: “The Proxy Advisor Duopoly’s Anticompetitive Conduct”

Harvard Corporate Governance

Posted by Nell Minow, ValueEdge Advisors, on Friday, July 4, 2025 Editor's Note: Nell Minow is the Vice Chair of ValueEdge Advisors. I am very grateful for the opportunity to share my thoughts on proxy advisory firms and antitrust concerns. I welcome your questions and will submit supplemental materials as necessary following this session. My connection to this field is that when I left the Justice Department’s Antitrust Division during the Reagan administration as a special assistant to now-Ju

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Comment on Uncovering Flaws in FHA Appraisal & Loan Review Process by Kenneth Mullinix

Appraisers Blog

The Shrinking Profession: Where Is Appraisal Headed — and Who’s Left to Ask? By Kenneth Mullinix The real estate appraisal industry isn’t collapsing—it’s eroding. Slowly. Quietly. And many of us still practicing can feel it more than we can see it. This isn’t just about technology, markets, or the economy. It’s also about trust, independence, and the ever-growing weight of political scrutiny. _ Profession by the Numbers • As of 2025, there are approximately 67,000 active appraisers holding over

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The Rohatyn Group Completes Acquisition of Rayonier’s 77% Interest in Matariki Forestry Group in New Zealand for $710 Million

Business Wire M&A

NEW YORK & AUCKLAND, New Zealand--(BUSINESS WIRE)--The Rohatyn Group (“TRG”), an investment firm specializing in emerging markets and real assets, today announced it has completed its $710 million acquisition of an entity that holds Rayonier Inc.’s 77% interest in a New Zealand joint venture (Matariki Forestry Group or “MFG”), which manages approximately 287,000 productive acres of timberland.

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RIA Market Update: Q2 2025

Auto Dealer Valuation Insights

RIAs generally outperformed the S&P in Q2 2025, with smaller asset managers returning over 13%, and alternative asset managers facing another quarter of underperformance after a year of strong growth. Year-over-year, alternative investment managers saw the strongest AUM growth, while traditional managers proved better at converting this growth to earnings.

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How to Overcome Barriers to Sustainable Value Creation

Harvard Corporate Governance

Posted by Hans Reus, Russell Reynolds Associates, on Wednesday, July 2, 2025 Editor's Note: Hans Reus is a Consultant at Russell Reynolds Associates. This post is based on his Russell Reynolds memorandum. The business world stands at a critical inflection point. As tariff uncertainty and geopolitical tensions continue , the planet’s health declines and social inequalities widen, corporate action on sustainability has never been more urgent.

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Capital Markets Upturn Sets Stage For Second-Half Rebound

Law 360 M&A

Deals attorneys are approaching the second half of 2025 increasingly confident that capital markets' activity will accelerate despite potential headwinds stemming from higher tariffs, interest rate uncertainties and geopolitical turmoil.