Financial Valuation Workbook by Hitchner, James R. -- Read -- Imperial Library of Trantor

Index

Cover Praise Title Page Copyright Dedication Preface Acknowledgments About the Author Chapter 1 Valuation Case Study Exercises

1.1 Introduction 1.2 The Valuation Report 1.3 Introduction 1.4 National Economic Outlook 1.5 Regional Economic Data (As of September 1, 20X5) 1.6 Local Economy 1.7 Industry Outlook: Fabricated Metal Products and Transportation Equipment 1.8 Impact on Valuation of Economic and Industry Outlook 1.9 Historical Financial Analysis and Overview of the Company 1.10 Projections 1.11 Appraisal of Fair Market Value 1.12 Lack of Marketability Discount 1.13 Reconciliation of Values 1.14 Addendum: Discount Case Study Exercises Notes

Chapter 2 Valuation Case Study Exercises: Solutions and Explanations

2.1 Addendum: Discount Case Study Exercises

Chapter 3 Financial Valuation Applications and Models Companion Exercises and Test Questions

3.1 Chapter 1: Introduction to Financial Valuation 3.2 Chapter 2: Standards of Value 3.3 Chapter 3: Research and Its Presentation 3.4 Chapter 4: Financial Statement and Company Risk Analysis 3.5 Chapter 5: Income Approach 3.6 Chapter 6: Cost of Capital 3.7 Chapter 7: International Cost of Capital 3.8 Chapter 8: Market Approach 3.9 Chapter 9: Asset Approach 3.10 Chapter 10: Valuation Discounts and Premiums 3.11 Chapter 11: Report Writing 3.12 Chapter 12: Business Valuation Standards 3.13 Chapter 13: Valuation of Pass-Through Entities 3.14 Chapter 27D: Valuation Issues in Preferred Stock 3.15 Chapter 27E: Restricted Stock Valuation 3.16 Chapter 27G: Valuation Issues Related to Stock Options and Other Share-Based Compensation 3.17 Chapter 14: Estate, Gift, and Income Tax Valuations 3.18 Chapter 15: Valuation of Family Limited Partnerships 3.19 Chapter 27B: Valuation Issues in Buy-Sell Agreements 3.20 Chapter 16: Summary of Court Case Valuation Issues 3.21 Chapter 17: Shareholder Disputes 3.22 Chapter 18: Employee Stock Ownership Plans 3.23 Chapter 19: Valuation in the Divorce Setting 3.24 Chapter 20: Valuation Issues in Small Businesses 3.25 Chapter 21: Valuation Issues in Professional Practices 3.26 Chapter 22: Reasonable Compensation 3.27 Chapter 23: The Valuator as Expert Witness 3.28 Chapter 24: Fair Value Measurement and the Valuation of Intangible Assets 3.29 Chapter 26: Business Damages 3.30 Chapter 28: Valuation of Healthcare Service Businesses 3.31 Chapter 29: Determination of Compensation in the Healthcare Industry 3.32 Chapter 30: Special Industry Valuations 3.33 Chapter 31: Valuation Views

Answer Grid

Chapter 1: Introduction to Financial Valuation Chapter 2: Standards of Value Chapter 3: Research and Its Presentation Chapter 4: Financial Statement and Company Risk Analysis Chapter 5: Income Approach Chapter 6: Cost of Capital Chapter 8: Market Approach Chapter 9: Asset Approach Chapter 10: Valuation Discounts and Premiums Chapter 11: Report Writing Chapter 12: Business Valuation Standards Chapter 13: Valuation of Pass-Through Entities Chapter 27D: Valuation Issues in Preferred Stock Chapter 27E: Restricted Stock Valuation Chapter 27G: Valuation Issues Related to Stock Options and Other Share-Based Compensation Chapter 14: Estate, Gift, and Income Tax Valuations Chapter 15: Valuation of Family Limited Partnerships Chapter 27B: Valuation Issues in Buy-Sell Agreements Chapter 17: Shareholder Disputes Chapter 18: Employee Stock Ownership Plans Chapter 19: Valuation in the Divorce Setting Chapter 20: Valuation Issues in Small Businesses Chapter 21: Valuation Issues in Professional Practices Chapter 24: Fair Value Measurement and the Valuation of Intangible Assets

Chapter 4 ValTips

4.1 Introduction 4.2 Chapter 1: Introduction to Financial Valuation 4.3 Chapter 2: Standards of Value 4.4 Chapter 3: Research and Its Presentation 4.5 Chapter 4: Financial Statement and Company Risk Analysis 4.6 Chapter 5: Income Approach 4.7 Chapter 6: Cost of Capital/Rates of Return 4.8 Chapter 7: International Cost of Capital 4.9 Chapter 8: Market Approach 4.10 Chapter 9: Asset Approach 4.11 Chapter 10: Valuation Discounts and Premiums 4.12 Chapter 11: Report Writing 4.13 Chapter 12: Business Valuation Standards 4.14 Chapter 13: Valuation of Pass-Through Entities 4.15 Chapter 14: Estate, Gift, and Income Tax Valuations 4.16 Chapter 15: Valuation of Family Limited Partnerships 4.17 Chapter 16: Ummary of Tax Court Case Valuation Issues 4.18 Chapter 17: Shareholder Disputes 4.19 Chapter 18: Employee Stock Ownership Plans 4.20 Chapter 19: Valuation in the Divorce Setting 4.21 Chapter 20: Valuation Issues in Small Businesses 4.22 Chapter 21: Valuation Issues in Professional Practices 4.23 Chapter 22: Reasonable Compensation 4.24 Chapter 23: The Valuator as Expert Witness 4.25 Chapter 24: Fair Value Measurement and the Valuation of Intangible Assets 4.26 Chapter 25: Marketing, Managing, and Making Money in a Valuation Services Group 4.27 Chapter 26: Business Damages 4.28 Chapter 27: Other Valuation Service Areas 4.29 Chapter 28: Valuation of Healthcare Service Businesses 4.30 Chapter 29: Healthcare Compensation 4.31 Chapter 30: Special Industry Valuations 4.32 Chapter 31: Valuation Views and Controversial Issues: an Illustration Notes

Chapter 5 Income Approach Valuation Process Flowchart

5.1 Introduction 5.2 Income Approach Valuation Process Flowchart Notes

Chapter 6 Marketing, Managing, and Making Money in Valuation Services

Smart “Multi-Marketing”: Leveraging your Effort—Selling and Networking Beyond One on One Risk Management: Engagement Letters, Reports, and Turning Down Work Engagement Letter and Report Language Examples 6.4 Assumptions and Limiting Conditions Examples 6.5 Keeping Up Technically 6.6 Practice Benchmarks for Productivity, Billings, Realization, and the Bottom Line 6.7 Finding, Training, and Retaining the Right Staff for your Practice 6.8 Delegate Litigation Engagements to Staff 6.9 Appendix 6.1: Sample Gibraltar E-Flash Cover Sheet 6.10 Appendix 6.2: Sample Gibraltar E-Flash 6.11 Appendix 6.3: Sample Control Sheet

Chapter 7 Practice Management Workflow Procedures

Introduction Section I—Practice Management Flowcharts Section II—Practice Management Workflow Process Note

Chapter 8 Checklists

About the Website Index EULA

← Prev
Back
Next →

← Prev
Back
Next →