Business Valuation Resources
Articles
ABA members have written many articles about business valuation issues. Below, you can find links to summaries and full-text versions of some of them.
- “Critical Issues Every Private Company Owner Must Address”
Read introduction | Download full article (371kb PDF) - “Can You Double Your Company’s Value - Here’s
a Blueprint”
Read introduction | Download full article (302kb PDF) - “Exit Planning External Threats: Recognize When Your Ability
to Compete is Declining”
Read introduction | Download full article (496kb PDF) - “Protecting Your Private Company Wealth from the Government”
Read introduction | Download full article (381kb PDF) - “Sarbanes-Oxley — More Needless Regulations or a Nudge Toward
Better Corporate Governance?”
Read introduction | Download full article (337kb PDF) - “Transfer Wealth at Discounted Values”
Read introduction | Download full article (320kb PDF) - “Why 10% of a Private Company is Worth Less Than 10%”
Read introduction | Download full article (320kb PDF) - “Why Do You Own Your Private Company? Part I”
Read introduction | Download full article (441kb PDF) - “Why Do You Own Your Private Company? Part II”
Read introduction | Download full article (407kb PDF) - “Is Your Company Building Wealth — 12 Critical Value Metrics
to Constantly Monitor”
Read introduction | Download full article (411kb PDF) - “Is Your Shareholder Agreement a Time Bomb?”
Read introduction | Download full article (364kb PDF) - “Should Owners and Executives Directly Negotiate Transactions?”
Read introduction | Download full article (406kb PDF) - “Six Keys to Private Company Payoff”
Read introduction | Download full article (361kb PDF) - “Succession Blues or Why Business Owners Get Insomnia”
Read introduction | Download full article (307kb PDF) - “Unique Challenges of a Multiple Generation Family Business”
Read introduction | Download full article (405kb PDF) - “Why Deal Structure is Critical in Merger and Acquisition”
Read introduction | Download full article (327kb PDF) - “Elements of a Credible Business Valuation”
Read introduction | Read full article - “The Controversy over the Discount for Lack of Marketability”
Read introduction | Download full article (96kb PDF) - “The 50-50 Dilemma”
Read introduction | Download full article (97kb PDF) - “The Rule of 10: Size Comparability and the Market Approach”
Read introduction | Download full article (96kb PDF) - “Valuation Premises and Discounts”
Read introduction | Download full article (53kb PDF) - “Quantifying the Marketability Discount”
Read introduction | Download full article (98kb PDF) - “Levels of Value Quiz”
Read introduction | Download full article (51kb PDF) - “Advice for Attorneys on Selecting a Business Valuation Expert
Meeting the Professional Standard of Care”
Read introduction | Download full article (240kb PDF)
Case Studies
- “The Case of the Dueling Appraisers”
Read introduction | Download full case study (78kb PDF) - “The Case Of The Properly Planned Family Limited Partnership”
Read introduction | Download full case study (86kb PDF) - “The Case Of The Provisional Director”
Read introduction | Download full case study (76kb PDF) - “The Case of a Qualified Second Opinion”
Read introduction | Download full case study (76kb PDF) - “The Case of The Right Deduction”
Read introduction | Download full case study (81kb PDF) - “The Case Of Transaction Advisory Services”
Read introduction | Download full case study (81kb PDF) - “The Case Of The Well Reasoned and Documented Opinion”
Read introduction | Download full case study (60kb PDF) - “The Case of The Wrong Appraisal Assignment”
Read introduction | Download full case study (79kb PDF) - “The Case of the Unnecessary Appraisal”
Read introduction | Download full article (54kb PDF)