How to Value a Company: The Process

From inception to exit, there are many events within the business lifecycle that require you to have an understanding of the value of your business. This guide will unpack the step by step process used by businss valuation professionals to Read More

What to Expect When You Need a Valuation

Once you’ve have determined you need a business valuation, you may be wondering what to expect during the valuation process. This paper will guide you through the selection process of engaging the best valuation professional for your situation, as well Read More

Dig a Little Deeper When Making Valuation Assumptions

By definition, business valuations require assumptions to be made.  The trick is to consider all elements of the business and market conditions to carry the assumptions to a reasonable conclusion. PCE was engaged to value the assets of an estate Read More

Valuing a Note: Principal = Value…NOT!!

While it may seem at face value (pun intended) that the value of a note is equal to the outstanding principal balance; this is often not the case. The fair market value of a note is dependent on several factors, Read More

What Kind of Expert Should You Hire?

There is much debate about whether it is better to hire an industry expert or a business valuation expert. Clients, potential clients, lawyers, and others have all asked about my experience in particular industries. My answer to the question of Read More

Undivided Interests in Real Estate, Part 2

How do you determine the value of an undivided interest in real estate? That is the question from numerous readers of my January newsletter (here), besides their seeking insight to the case specifics I discussed. For background purposes, the IRS Read More

Regulators Increase Scrutiny on PEGs and Public Companies

Regulators from the Public Company Accounting Oversight Board (PCAOB) to the Securities and Exchange Commission (SEC) Enforcement Division are turning up the heat on valuations used for financial reporting of private equity groups (PEGs) and publicly traded companies. This increased Read More