| Rudson_Valuation_Group Business valuation and litigation support services located in Toronto, Canada. |
| Seigneur_and_Company_Inc Support of law firm management, including operational assessments, facilitation of law firm planning and marketing retreats, administrative placements, technology planning, cost controls and revenue e |
| Sheldrick,_McGehee_and_Kohler,_Inc_ Specializes in valuing closely held or limited market interests and in advising clients on matters related to equity ownership. |
| SLR_Capital Provides valuation, financial advisory and litigation support services for small to middle market companies. Offices in Santa Barbara, Los Angeles, San Diego and Stockton California. |
| Sokoloff_and_Company Advises on corporate mergers, acquisitions, debt and equity placements in the security and telecommunications industries. Site contains downloadable valuation metrics for these industries. |
| Strategic_Valuation_Associates Business valuation and financial advisory services for domestic and international business opportunities. Also offers proprietary reports. |
| Suncoast_Valuers Valuation services and reports in the Pine Rivers, Caboolture, Caloundra, Maroochy, Noosa and Cooloola Shires, of the Sunshine Coast, Australia. |
| TASCON_Business_Analyst_Software Online software for business valuation, financial analysis, deal structuring, budgeting and job costing for mergers, acquisitions, exit strategies, spin-offs, divestitures, roll-ups, start-ups and tur |
| U-Val-U Online program that enables a business buyer to determine both the price and possible financing for purchasing a business. |
| Valcon_Partners Provides tangible and intangible business asset valuation services for companies, financial institutions, law firms, accounting firms, insurance companies and brokers, and other associations. |
| Valuation_Consulting A valuation firm based in London typically performing financial, industrial real estate, and plant and machinery valuation. |
| Valuation_Professionals_Inc_ Specializes in business valuations of closely held companies, professional practices and partnership interests throughout Southern California |
| Valuation_Research_Corporation Provides valuations of intangible assets, business enterprises and fixed assets, solvency opinions and fairness opinions. |
| Valuation_Resources Includes valuation publications, industry resources, economic data, public company information, mergers and acquisitions data, legal and tax resources. |
| Valuation_Resources,_Inc_ Provides certified appraisals, inspections, and inventory appraisals in the specialty of machinery and equipment. Based in Florida. |
| Valuation_Strategies_Resource_Group Fixed Assets appraisal firm providing services to school districts, municipalities, and other government entities. GASB 34 support. Located in Cleveland, Ohio. |
| Valuations_South_Africa Business valuations of filling stations in South Africa. |
| ValuCorp Offering low cost business valuations by an Accredited Senior Appraiser and member of the American Society of Appraisers. |
| ValuQuest Offers full service business appraisal services. Assists with the implementation of FAS 141 and FAS 142. |
| Valutech_Pty__Ltd_ Valuation of intangible assets including technology, copyright and intellectual property. Offers reviews of Australian biotechnology companies and advisory on links with Japan. Serving Australia, New |
| Vanguard_Valuation Business valuation service in New York State. |
| William_E__Howell_Business_Valuation Business Valuation and Management Consulting in New Hampshire and New England primarily for privately held companies, including succession planning, partner disputes, mergers and acquisitions. |
| A/E/C_Media_Network Advertising network with over 50 web sites for the architecture, engineering and construction community. |
| Architectural_Research_Associates Market research and evaluation services for manufacturers of building products. |
| Baublitz_Advertising Marketing knowledge and experience for the building materials and construction industry. |
| Centre_for_Construction_Marketing Exists to improve the performance and effectiveness of construction organisations by developing marketing capabilities. |
| Clare_Ross_Organization Marketing and management consultants for architects, engineers, and contractors. |
| Common_Ground_Public_Relations Specializing in business to business public relations for the for construction, radiant heat, plumbing, mechanical and HVAC industries. Describes industries and experience, published works and include |
| The_Construction_Marketing_Group UK specialists in construction and property marketing. Includes services and contacts. |
| Constructive_Marketing Marketing firm specializing in providing integrated, money-saving marketing solutions and resources to the building and construction industry. |
| The_Creative_Department Marketing communications agency based solely in the construction sector. Services include CPD seminar production, trade exhibitions, tender presntations, product/company literature, trade journal adve |
| Designer_Information_Services Assists building product manufacturers with architectural marketing programs to promote their products/services. |
| Great_Northern_Products A building material and construction manufacturers representatives sales agency, selling to industrial and commercial distributors and OEMs in New England. |
| Harris_Associates Provides integrated marketing services for construction industry. |
| Leading_Edge_UK Strategic marketing for the construction industry. |
| M_&_M_Sales_Consultants Primary functions are to increase sales and profits, introduce new products into the marketplace and promote growth in the residential lighting industry. |
| Marketing_Works Specialise in the construction and property industries with research based solutions which will help firms reorganise their business development activities to focus on winning new business. |
| Marketivity,_Inc_ Strategic planning, research, client surveys and marketing training solely for architectural, engineering and construction companies. |
| NorthWest_Builders_Network The leading online news, marketing and resource center for the AEC industry in the Pacific NorthWest. |
| PCS We provide a range of professional services associated with the business development process - services cross all sectors with a specialism in construction. |
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2008 Family Limited Partnership Appraisal Seminar - October 10th in Dallas - An advanced training course will be offered in Dallas, Texas on Friday, October 10th. This is a practical, hands on course that uses case studies and student interaction to focus on appraising noncontrolling interests in FLPs and LLCs using the Income and Market Approach. We will examine practical methodologies for determining rates of returns as well as developing and supporting discounts for lack of control and lack of marketability. Sign up today and learn more about the secondary market for real estate limited partnerships, the importance of rate of return expectations in deriving an estimate of value, and how recent court cases can impact your next appraisal. For a course outline, see FLP Appraisal Course Outline and for quotes from attendees at prior conferences, see Quotes from Prior Conferences. The cost of the seminar is $595 and includes breakfast. Please Click Here for a course registration form. The seminar is being held at the Westin DFW Airport (free shuttle service from DFW). We have negotiated a preferred room rate of $149, if you reserve your room by September 9th ($309 rack rate). To make your hotel registration online, please Click Here. If you have any questions, please email us.
Minority Interest Discount Database - Most Recent Data Now Online - Subscribe now and receive instant online access to the Minority Interest Discount Database. This online database can be queried from your desktop to identify detailed limited partnership data on over 325 publicly held limited partnerships. In this latest edition, we have added new partnerships and updated prices and historical financial data on actively traded limited partnership interests. Click Here to see how this information can be used. When ordering a 12 month subscription to the online database, you will also receive the 2007 Executive Summary Report and Partnership Data by mail. This product provides access to all available data and was designed for appraisers to determine discounts for the valuation of privately held FLP's for tax related appraisals. Buy Now for $395. For multiple user licensing, Click Here.
Closed-End Fund Guideline Reports - Updated 7/14/08 with New SEC 10K Data - We took a fresh look at both CEF Reports and improved them by tripling the number of funds listed in the stock report and doubling the number of funds in the fixed income report. The Tax Court and the IRS have stated that comparisons using closed-end mutual funds are particularly persuasive for the valuation of FLP's that own marketable securities. Order a
Guideline Report that provides detailed information about closed-end funds (Description of 2007 Reports). Click here to see a SAMPLE sample description from a report. These reports can be used to quantify the discount for lack of control (DLOC). Each 30 + page report will be emailed in PDF format instantly and includes a detailed description of each fund, its distribution policy and investment objective. The annual and monthly Price to NAV ratios (1 - DLOC) for each fund are also
included for each of the past 5 years. The Price to NAV Ratios in each
report are updated every month.
These reports have so much information, they can be used for several
appraisals. Save research time and provide empirical evidence to
support your appraisal. Buy a Closed-End Fund Guideline Report for $125 per report.
Partnership Guideline Reports - Includes Most Recent Data - Need a concise narrative report for comparable partnerships with tables illustrating historical pricing multiples? The Partnership Guideline Reports were created for just that purpose and will save valuable research time. For a description of each report, see (List of Reports). Purchase a report online today and it will be emailed in PDF format today that identifies, analyzes and discusses seven or more partnerships that best represent a specific market segment. Click here to see a SAMPLE excerpt from a report. Each report provides a description of each partnership, lists market pricing multiples (e.g. Price to NAV ratio) and includes a detailed financial summary for each partnership. Now you can have detailed guideline entity information to support your appraisal conclusions in a matter of minutes. Buy a Partnership Report for only $125 per report.
Comprehensive Guide for the Valuation of Family Limited
Partnerships - 3rd Edition
This 200+ page book is a step by step guide that illustrates how to use closed-end fund and public limited partnership data to value privately held FLP interests. It is a comprehensive compilation of research that demonstrates the use of the Income and Market Approach for FLP appraisals involving real estate, marketable securities, and oil and gas interests. The 3rd Edition includes the results of a new study on how much of a discount for marketability is imbedded in public limited partnership data, as well as two new studies on how to objectively support a discount for lack of marketability. Please Click Here to see all the new and updated research, analyses, and explanations that are in this book. This new edition contains 5 completely new valuation examples (including mktble
securities, income and nonincome producing real estate, multiple types of assets and oil/gas assets), an expanded Tax Court case section, a special Legal Section written by Stephanie Loomis-Price of Baker Botts concerning avoiding the legal pitfalls associated with forming and operating FLPs, what you need to know about IRC § 852 as it applies to closed-end funds, and much more. For more information, see the Table of Contents. Order the 3rd Edition for only $149.
2008 US Economic and Real Estate Industry Overview- This product is a detailed report of pertinent economic data covering the national economy, financial markets and the real estate industry through February 1, 2008. The report includes tables that present the performance of several key economic measures over the past five years as well as an overview of the residential and commercial real estate market in the US. The 10 page overview is designed for use in practitioner's valuation reports and amply covers the economic issues needed in appraisals of limited partnerships that own marketable securities and/or real estate. Save time - Buy the 2008 Economic Overview for only $49 and the report will be emailed in PDF format immediately. If you need a past edition of this report, please email us.
Re-Sale Discount Study - The ReSale Discount Study has been replaced with a new report called the 2007 Executive Summary Report. This report is not available for order separately but it is included with an annual subscription to the database. For more information, please CLICK HERE.
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