Business Valuation Library

Legal Resources

Your time is valuable. Don’t waste it mining larger legal information services or the Web for hard-to-find answers to legal questions about challenges to business valuations. Rely on BVLaw™ for all of your business valuation research needs. (Be the first to hear about new releases — subscribe to BVLaw™ Alert! It’s FREE and delivered right to your inbox!)

Finance and Accounting for Lawyers (Textbook)
October 2011, $79.00 Order Now Learn More Table of Contents
This textbook serves as an introductory textbook for attorneys working with accounting and the business valuation world.The principles of accounting and finance directly extend to contract issues, torts, business and securities matters, taxation issues, partnership disputes, gift and estate matters, to name only a partial list. These areas of jurisprudence are often based significantly on substantive financial questions, and their measurement can be the heart of the entire matter. The application of broad accounting principles to countless business transactions requires an understanding of the objectives of financial reporting and the needs of the users of financial information.
BVR's Intellectual Property Valuation Case Law Compendium: 2011/2012 Edition
September 2011, $299.00 Order Now Learn More Table of Contents
This Case Law Compendium contains close to 100 court cases abstracts and full text opinions of cases involving a dispute over the value of intellectual property. The compendium includes court case digests written by BVR’s internationally recognized expert legal editorial team and the companion CD is fully indexed and contains hyperlinks to the full text of the actual court opinions.
BVR's Business Valuation & Bankruptcy Compendium: Case Law & Analysis
September 2011, $299.00 Order Now Learn More Table of Contents
BVR's Business Valuation & Bankruptcy Compendium: Case Law and Analysis contains over 100 court case abstracts and full text opinions of bankruptcy cases involving a dispute over the value of a business. The compendium includes all precedent-setting cases in the United States over the last 15 years along with additional insight from legal and appraisal experts including Alisa Schlesinger, John Stockdale, Jr., and Shannon Pratt. The companion CD is fully indexed and contains hyperlinks to the full text of the actual court opinions.
Valuing Goodwill in Divorce: A BVR Special Report (PDF Delivery)
July 2011, $79.00 Order Now Learn More Table of Contents
BVR's Special Report on Valuing Goodwill in Divorce addresses the difference between personal and enterprise goodwill, and discusses treatment of goodwill in the context of a divorce dispute.
Fair Value in Divorce: A BVR Special Report (PDF Delivery)
July 2011, $99.00 Order Now Learn More Table of Contents
BVR’s Special Report on Fair Value in Divorce sheds light on the topic by detailing the differences between the two standards. It also includes an expert overview of relevant court cases involving and a discussion of the need for a uniform standard of business value in divorce cases.
Valuing Goodwill in a Physician Practice: A BVR Special Report (PDF Delivery)
July 2011, $99.00 Order Now Learn More Table of Contents
BVR’s Special Report on Valuing Goodwill in a Physician Practice discusses methodologies for identifying and measuring goodwill in a medical practice. It also includes summaries of court cases in which physician practice goodwill was central to the dispute, along with a state-by-state summary of key court cases for easy reference.
Business Valuation in Divorce Case Law Compendium (with searchable CD)
June 2011, $299 — Order Now Learn More Table of Contents
BVR’s bestselling Divorce Case Law Compendium has just been updated! This one-of-a-kind legal resource will save you hours of research time.The Compendium puts 16 years of divorce case law that involve a business valuation issue in one place. Cases cover disputes over personal vs. professional goodwill, discounts for lack of marketability calculations, standards of value discrepancies, and much more!
Business Valuation and Federal Taxes: Procedure, Law and Perspective, 2nd Edition
April 2011 - $120 Order Now Learn More Table of Contents
Combining the expert knowledge of Senior Judge David Laro and Shannon Pratt, Business Valuation and Federal Taxes, Second Edition presents the authors' decades of experience, with advice on everything practitioners need to know about the relationship between federal taxes and valuation, and specifically valuations relating to business interests. This reference features in-depth examinations of numerous topics that are particularly important to practitioners and explores a broad understanding of the basic knowledge needed to appreciate business valuation.
Litigation Services Handbook: The Role of the Financial Expert and 2011 Cumulative Supplement
March 2011 - $246 Order Now Learn More Table of Contents
- Litigation Services Handbook: The Role of the Financial Expert, Fourth Edition
  Litigation Services Handbook, Fourth Edition is referred to as the litigation bible. Nearly 50 chapters are included, written by top experts in law and accounting. The handbook is a broad overview of the numerous litigation areas an expert might encounter, including estate litigation, bankruptcy, employment, divorce, criminal, personal losses, accountants’ liability, antitrust, financial statement investigations, international investigations, and lost profits damages. This edition has a heavy focus on fraud investigations and complying with Sarbanes-Oxley requirements.
- 2011 Cumulative Supplement to Litigation Services Handbook, Fourth Edition
  In the last twenty years, the need for a financial expert to act as a witness and consultant to litigating attorneys has grown dramatically. Published in 2011, this handbook supplement includes all aspects of litigation services, including current environments, the process itself, a wealth of cases, and practical considerations of court appearances. It thoroughly covers the fine points of trial preparation and testimony presentation. Attorneys and financial experts working in litigation will benefit from this book.
Cost of Capital in Litigation
November 2010 - $95 Order Now Learn More Table of Contents
Cost of Capital in Litigation addresses cost of capital issues in litigation and discusses major decisions, highlighting how to avoid errors that have often been made by experts. The book helps the attorney and valuation expert understand the decisions within the context of the theory of cost of capital and includes a chapter on cross-examining experts on cost of capital issues.
Reasonable Compensation: Application and Analysis for Appraisal, Tax and Management Purposes
November 2010 - $199 Order Now Learn More Table of Contents
This Guide helps practitioners whenever employee-owner compensation is subject to review and adjustment. It is also an invaluable resource when valuing non-compete agreements or calculating personal vs. enterprise goodwill.
Royalty Rates in Biotech - A BVR Guide to Full-Text Licensing Agreements
June 2010 - $595 Order Now Learn More Table of Contents
In order to draft an airtight agreement to license either incoming our outdoing intellectual property rights (IPR), attorneys and in house counsel must know as accurately as possible the real value of the IPR. To assist in constructing these agreements, BVR has just published the Royalty Rates in Biotech guide, a critical legal desk reference containing over 500 pages of the full text of actual licensing agreements in the biotech industry.
The AHLA/BVR Guide to Healthcare Valuation, 2010 Edition
September 2010 - $199 Order Now Learn More Table of Contents
This critical legal desk reference, co-published with the American Health Lawyers Association (AHLA), is relied upon by leading attorneys facing litigation involving healthcare valuation. The 2010 edition has been freshly updated to include legislative developments and the very latest legal and industry insight and expertise presented in eight new chapters written by top healthcare appraisal experts. When faced with the challenge of defending or impeaching healthcare valuations, understanding the complex relationships, changing legal landscape (including the Healthcare Reform Act) and other factors influencing healthcare practices and facilities is absolutely critical to winning your case.
Royalty Rates in Copyright Agreements: A BVR Guide to Full-Text Licensing Agreements
July 2010 – $595 Order Now Learn More Table of Contents
The first step in proper intellectual property management is understanding the specific value of an intellectual property asset. In this new guide, BVR has compiled, for the first time, a concise collection of agreements that illustrate how others have realized copyright value through licensing efforts. Over 800 pages of real-world, non-redacted copyright license agreements are included, covering music, film, characters and personas, scientific and technological information, and much more. Efficient and insightful agreement summaries quickly digest pertinent details, saving in-house counsel and IP attorneys alike valuable time and money.

The Comprehensive Guide to Lost Profits Damages, 2011 Edition
Edited by Nancy Fannon, ASA, MCBA, CPA, ABV
December 2010, $199 - Order Now | Learn More | Table of Contents
In the soon-to-be-released 2010 edition, business valuation expert Nancy Fannon brings together the comprehensive body of knowledge on lost profits damages and delivers the definitive resource for attorneys. Fannon and other leading experts provide thorough analysis of current case law and valuation methodology related to the calculation of damages.
BVR's Guide to Fair Value in Shareholder Dissent, Oppression, and Marital Dissolution, 2010 Edition
July 2010, $149.00 — Order Now Learn More Table of Contents
Appraisal actions under both dissent and oppression statutes are on the increase, and it is a fertile field for business appraisers. Fair value statutes are a complex and dynamic standard of value and interpretations vary widely from state to state. This comprehensive Guide helps you combat the confusion with new articles from top BV professionals, a wealth of court case abstracts, a reference chart listing the statutes in all 50 states, and much more!
The Lawyer's Business Valuation Handbook
July 2010, $149.95 — Order Now Learn More Table of Contents
The subject of business valuation is a critical one for lawyers in many areas, including family, corporate and tax law, and estate and financial planning. This comprehensive legal reference, authored by Shannon Pratt and Alina Niculita, will help you understand and evaluate complex expert reports and testimony on business valuation issues.

BVR’s Guide to Business Valuation Issues in Estate & Gift Tax
Edited by Linda Trugman, CPA/ABV, CBA, ASA, MBA
June 2010, $149 – Order Now Learn More Table of Contents
Issues like tax-effecting S-Corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena, making it critical for attorneys practicing in the space to remain current with the legal arguments, regulations and technical theory that apply to estate and gift issues and business valuation. The BVLaw™ Guide to Business Valuation Issues in Estate & Gift Tax Law, newly updated for 2010, helps you stay current and face these legal challenges head-on. Case law summary tables, case abstracts covering 1995-2010, expert analysis, webinar transcripts and more are included.
Business Valuation Sourcebook
Edited by Bill Sipes, CPA/ABV, PFS, CFF, ASA, CBA, BVA
June 2010, $99 — Order Now Learn More Table of Contents
This essential go-to reference for attorneys handling cases involving business valuation includes case law, regulations, analysis, and more. All the critical primary legal research materials you need have been compiled in one place -- saving you valuable time. IRS code, regulations and standards—as well as summaries and commentary on landmark BV cases—including Jelke and McCord—are all included in this comprehensive 550+ page reference. At-a-glance charts of landmark cases arranged by topic, a state-by-state summary of leading U.S. cases deciding the disposition of goodwill in marital dissolution and a helpful business valuation glossary are also included.

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Guide to Discounts for Lack of Marketability, 2011 Edition
January 2011, $199 — Order Now Learn More Table of Contents
There is wide divergence about the discount for lack of marketability (DLOM) and the methods used to determine it. The new edition of BVR’s Guide to Discounts for Lack of Marketability, authored by John Stockdale, Sr., contains a new treatise on the theories, evidence, and techniques for determining DLOM. It is a first step toward a more consistent practice.This valuable resource also contains hundreds of the most important court case abstracts involving DLOM and features a comprehensive and easy-to-read summary table.
Guide to Personal vs. Enterprise Goodwill
March 2011, $149 — Order Now Learn More Table of Contents
The 2011 Edition of BVR’s Guide to Personal v. Enterprise Goodwill delivers first-hand knowledge and the most current thought-leadership. Leading experts including Mark Dietrich, Ron Seigneur, Kevin Yeanoplos, Jay Fishman, Shannon Pratt, David Wood, Noah Gordon, and more contribute their expertise on the topic of goodwill. Save valuable research time with the one resource that every law professional needs to have in their library.
Business Valuation and Bankruptcy
November 2009, $95 — Order Now Learn More Table of Contents
Whether you are a bankruptcy and restructuring attorney, a lender, an investor or a private equity player-this helpful resource will help you focus on solving everyday and case determinative disputes when creditors, lenders, and debtors have differing views of value. Includes real-life case examples, case descriptions and tables to demonstrate the applicable sections of bankruptcy laws, and much more. Written in terms that are common to bankruptcy professionals and essential reading for professionals in both bankruptcy and restructuring environments.
Guide to Intellectual Property Valuation
Publishing August 2011, $199 — Pre-Order Now Learn More Table of Contents
The definitive resource for building credible, defensible IP value conclusions. Leading expert Michael Pellegrino delivers real-world case studies of intellectual property (IP) valuations in each of the primary categories. This practical, hands-on guide presents an objective framework for conducting due diligence of IP rights, performing legal analysis, and correlating the impacts of IP rights on value. A comprehensive case law archive of current and past abstracts and full text of opinions from key IP cases is included.
Guide to Physician Practice Valuation
April 2010, $149 —Order Now Learn More Table of Contents
Medical practice valuations are among the more complicated to impeach or defend. Issues such as compensation, non-competes, the Stark law and anti-kickback statutes all contribute to an already complex business model. BVR’s Guide to Valuing Physician Practices helps lawyers and appraisers alike navigate through these tricky engagements. Mark Dietrich, along with several other top healthcare appraisal experts, provides current and comprehensive guidance on which valuation approach to use, the impact of supply and demand on value, medical A/R, RVU based compensation arrangements, and more.

Buy-Sell Agreements
December 2006, $79 — Order Now Learn More Table of Contents
In this book from Mercer Capital, you will gain insight into: the folly of fixed-price or formula pricing, the different appraisal mechanisms, common misunderstandings that can end up as big money issues, the pitfalls of buy-sell templates. "Overall, Mr. Mercer provides valuation practitioners, business consultants, and business owners with a very useful handbook for preparing, reviewing and interpreting buy-sell agreements." David A. Ellner, CPA/ABV, The Financial Valuation Group
Standards of Value: Theory & Application
2006, $95 — Order Now Learn More Table of Contents
This Guide covers the underlying assumptions in many of the prominent standards of value, including Fair Market Value, Investment Value and Fair Value. This exciting title from the leaders in valuation profession addresses such issues as: When do shareholder level discounts apply in Dissent and Oppression cases? How do various states treat personal goodwill, shareholder level discounts and buy sell agreements in divorce? And, when can subsequent events be used in determining Fair Market Value?