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Financial Valuation Workbook: Step-by-Step Exercises and Tests to Help You Master Financial Valuation, 3rd Edition

Financial Valuation Workbook: Step-by-Step Exercises and Tests to Help You Master Financial Valuation, 3rd Edition

James R. Hitchner, Michael J. Mard

ISBN: 978-0-470-50688-2

Apr 2011

576 pages

Description

The resource that cuts the learning curve in half for valuation professionals

Now valuation professionals can master almost every function for most valuation situations. The Financial Valuation Workbook, Third Edition guides readers through a complete business valuation with essential tools for quick reference.

  • Updated and expanded chapter on The Process of Preparing a Valuation- Client Workflow Procedures from initial phone call to delivery of the report
  • Expanded case study and exercises with solutions and explanations
  • Over 300 exercises organized by major areas to increase the learning process

This Workbook is organized by standard, easily identifiable sections that allow for easy reference by all professionals.

About the Authors.

Acknowledgments.

Preface.

CHAPTER 1

Valuation Case Study Exercises.

Addendum: Discount Case Study Exercises.

CHAPTER 2

Valuation Case Study Exercises: Solutions and Explanations.

Addendum: Discount Case Study Exercises.

CHAPTER 3

Financial Valuation: Applications and Models, Companion Exercises and Test Questions.

Answer Grid.

CHAPTER 4

ValTips.

CHAPTER 5

Income Approach Valuation Process Flowchart.

CHAPTER 6

Marketing, Managing, and Making Money in Valuation Services.

CHAPTER 7

Practice Management Workflow Procedures.

CHAPTER 8

Checklists.

8.1 Business Valuation or Real Estate Appraisal?

8.2 Key Information Requirements.

8.3 Valuation Information Request (VIR) General

8.4 Valuation Information Request (VIR) Bank/Holding Company.

8.5 Valuation Information Request (VIR) Eminent Domain.

8.6 Valuation Information Request (VIR) Gas and Oil Rights.

8.7 Valuation Information Request (VIR) High-Tech Business

8.8 Valuation Information Request (VIR) Professional Practice.

8.9 Valuation Information Request (VIR) Medical Practice.

8.10 Valuation Information Request (VIR) Construction Industry

8.11 Management Interview—Operations.

8.12 Management Interview—Financial Review.

8.13 Management Interview—Insurance Agency.

8.14 Management Interview—Professional Practice.

8.15 Management Interview—Medical Practice.

8.16 Management Interview—Construction Industry.

8.17 Valuation Information Request (VIR) Copyrights.

8.18 Valuation Information Request (VIR) Customer Relationships.

8.19 Valuation Information Request (VIR) In-Process Research and Development.

8.20 Valuation Information Request (VIR) Know-How

8.21 Valuation Information Request (VIR) Patents.

8.22 Valuation Information Request (VIR) Software.

8.23 Valuation Information Request (VIR) Proprietary Process/Products Technology.

8.24 Valuation Information Request (VIR) Trademark/Trade Name.

8.25 Procedures for the Valuation of Intangible Assets.

8.26 Royalty Factors.

8.27 Management Interview—Patent Valuation.

8.28 Revenue Ruling 59-60.

8.29 Revenue Ruling 77-287: Valuation Checklist.

8.30 Revenue Ruling 93-12: Valuation Checklist.

8.31 Work Program.

8.32 SSVS No. 1 Compliance Checklist—Valuation Engagement.

8.33 SSVS No. 1 Compliance Checklist—Detailed Report (Valuation Engagement).

8.34 Review Checklist—Eminent Domain.

8.35 Non-Appraiser’s Guide to Reviewing Business Valuation Reports.

8.36 Auditor Review of Valuation for Financial Reporting.

8.37 Fair Value Measurement Checklist.

8.38 Fair Value Measurement Conclusions.

Index.

Chapter 7 - Exhibits
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Chapter 8 - Checklists
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Practice Management Flowchart and Workflow Process
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