Business valuation news, tips, & resources for business appraisers, CPAs, lawyers, and finance professionals. Publishers of DealStats (previously Pratt's Stats)
Ethics in valuation shows up in assumptions, judgment, and how work holds up under scrutiny.
On June 9, Jim Alerding and Wenlie Zhou cover standards, litigation risk, and AI challenges in valuation.
Passport Pro subscribers are pre-registered
Join us: https://t.co/6Jdz8WsxPB
Inventory is easy to overlook, but it can materially change a valuation.
A new BVLaw blog shares real examples where inventory was understated, misclassified, or more valuable than book value suggested.
Read the blog right now: https://t.co/J3gITlCtlY
Great connecting with everyone at the 2026 IBBA Annual Conference in Minneapolis.
Thanks to all who stopped by the BVR booth to talk DealStats and the Contributor Network. Always valuable to hear what you are seeing in the market.
When does โknown or knowableโ end and hindsight begin?
A BVLaw blog explores In re Allonhill and how courts may consider later developments when valuing disputed liabilities.
๐ https://t.co/McK8vpg1yR
A lot of valuation work happens inside internal models and workflows.
With ๐๐ฉ๐ฅ'๐ ๐ฑ๐ฎ๐๐ฎ ๐น๐ถ๐ฐ๐ฒ๐ป๐๐ถ๐ป๐ด, you can integrate specific data fields directly into your systems, tailoring the vetted data you need directing into your workflow.
๐: https://t.co/RftLdMNdIR
M&A activity tells a long-term story.
The 2026 FactSet Review tracks net deal announcements over time, from the dot-com peak to the post-2021 slowdown driven by rising interest rates.
View the excerpt here: https://t.co/shd3xusYH9
Print edition now available.
Construction damages can be hard to prove without a clean link between project events and financial impact.
On May 28, Daniel Basch and Tucker Dezelan present a structured framework for measuring economic damages in construction claims.
Register: https://t.co/gDVETlndlu
Royalty rate research is only as good as the underlying data.
๐ธ๐๐ ๐๐ก๐ provides direct access to real-world licensing agreements, royalty rates, and searchable data across industries.
View the infographic:
https://t.co/qTpg3tjwjn
AI isnโt just changing valuation workflows. It may also be reshaping how valuators develop judgment.
A Big Four panel discusses fewer junior hires, evolving training models, and what that means for the profession.
Read the recent BVWire article here: https://t.co/ffVhYWafMN
Control premium data has always been powerful. Now itโs interactive.
The FactSet/BVR CPS now includes an Interactive Quarterly Report, giving you a new way to explore, customize, and export data for your analysis.
Watch the walkthrough: https://t.co/V2Jz0kv2wR
Writing ESOP valuation reports is as much about explanation as analysis.
On May 19, LaurieโLeigh White and Sam Makin examine how diligence, assumptions, and methodology are documented in ESOP valuation reports using real case studies. 2.0 CPE.
Register: https://t.co/yiRtCOTi72
BV Movers is the weekly snapshot of whoโs who in the valuation profession.
Published in BVWire, it highlights firm growth, career moves, and leadership changes across the industry.
Submissions welcome. Check the latest edition for details ๐ https://t.co/f0KBoDlWkC
Can later outcomes inform valuation without becoming hindsight?
A new BVLaw blog explores In re Allonhill and what the decision means for valuing disputed liabilities in insolvency and litigation matters.
โ๏ธ Read the BVLaw blog post: https://t.co/LGO5olzf9u
Want to use AI for valuation research without sacrificing transparency?
On May 14, BVR will demo how RADA works inside DealStats, BVResearch Pro, and PDF reports, including prompt tips and citation-based cross-checking.
FREE + 1.0 CPE.
Details: https://t.co/aISZXJaFsJ
Do franchise restaurants really enjoy transaction advantages over independents?
DealStats data tell a more nuanced story. A new BVR blog breaks down days to sell, nert income to sales, and what the numbers actually show for restaurant transactions.
https://t.co/GmKWnSxNhL
Staffing remains a structural challenge for valuation firms.
A new BVWire article highlights four recruiting and retention takeaways from @BVRecruiter, including hiring process signals and the scarcity of judgmentโlevel talent. Worth a read.
https://t.co/n9PpgPmVHx
Expert testimony is about more than valuation theory.
On May 7, Michael Kaplan leads The Art & Science of Effective Expert Testimony, covering courtroom rules, expert reports, crossโexamination, and communicating with judges and jurors.
Join us: https://t.co/afKmVi83GJ
New from BVR: Industry Intelligence Spotlights.
Weโre kicking off with the Automobile Dealership Industry, bringing together real deal data, applied research, and practical guidance to support accurate dealership valuations.
More industries coming soon.
https://t.co/nYzDUVwpO3
Valuing automobile dealerships requires industryโspecific insight.
Join Laura Lemco on May 5 for ๐๐ป๐ฎ๐น๐๐๐ถ๐ป๐ด & ๐ฉ๐ฎ๐น๐๐ถ๐ป๐ด ๐๐๐๐ผ๐บ๐ผ๐ฏ๐ถ๐น๐ฒ ๐๐ฒ๐ฎ๐น๐ฒ๐ฟ๐๐ต๐ถ๐ฝ๐, covering benchmarks, operational analysis, and reporting considerations.
๐ https://t.co/h50Lbsx6kx
New research sharpens what many valuation professionals already suspect:
the smallest companies are not all alike, and mechanical size premiums can mislead.
A new study reinforces the need for judgment when working with Decile 10 data.
BVWire analysis: https://t.co/vaAPKDIQeT