
Financial Valuation Workbook
Step-by-Step Exercises to Help You Master Financial Valuation
Wiley (Publisher)
2nd Edition
Published on 1. September 2006
Book
Paperback/Softback
384 pages
978-0-471-76118-1 (ISBN)
Article exhausted; check for reprint
Description
The complete resource to guide professionals through a fullbusiness valuation and to better manage their practice
Now valuation professionals can master every function for every valuation situation. The Financial Valuation Workbook, Second Edition guides readers through a complete business valuation with essential tools for quick reference.
Completely revised and updated, this practical guide applies valuation theory to real-world business environments and provides a detailed case study, models, and exercises covering basic, intermediate, and advanced topics for readers at any valuation level.
Three new chapters have been added. Chapter 3, "Companion Exercises and Test Questions," includes over 300 exercises that can be used to prepare for business valuation certification exams or by professors as reinforcement of the material presented in Financial Valuation Applications and Models. Chapter 6, "Marketing, Managing, and Making Money," presents marketing and staff management tips and highlights risk management in regard to reports and engagements letters with examples. Chapter 7, "Practice Management Workflow Procedures," starts with the initial prospective client call, ends with billing, and provides checkpoints throughout the entire valuation management process.
This Workbook is organized by standard, easily identifiable sections that allow for easy reference by all professionals. This accessible text:
* Covers step by step the intricacies of preparing a credible valuation
* Guides the less experienced valuation practitioner through concepts and applications
* Includes helpful resources such as information requests, thirty-seven checklists, and other tools to assist valuation practitioners
The authors also include a chapter of helpful "ValTips" submitted by thirty leading valuation experts. CPAs, appraisers, attorneys, merger and acquisition professionals, professors, and students will find the Financial Valuation Workbook, Second Edition to be an essential resource.
Now valuation professionals can master every function for every valuation situation. The Financial Valuation Workbook, Second Edition guides readers through a complete business valuation with essential tools for quick reference.
Completely revised and updated, this practical guide applies valuation theory to real-world business environments and provides a detailed case study, models, and exercises covering basic, intermediate, and advanced topics for readers at any valuation level.
Three new chapters have been added. Chapter 3, "Companion Exercises and Test Questions," includes over 300 exercises that can be used to prepare for business valuation certification exams or by professors as reinforcement of the material presented in Financial Valuation Applications and Models. Chapter 6, "Marketing, Managing, and Making Money," presents marketing and staff management tips and highlights risk management in regard to reports and engagements letters with examples. Chapter 7, "Practice Management Workflow Procedures," starts with the initial prospective client call, ends with billing, and provides checkpoints throughout the entire valuation management process.
This Workbook is organized by standard, easily identifiable sections that allow for easy reference by all professionals. This accessible text:
* Covers step by step the intricacies of preparing a credible valuation
* Guides the less experienced valuation practitioner through concepts and applications
* Includes helpful resources such as information requests, thirty-seven checklists, and other tools to assist valuation practitioners
The authors also include a chapter of helpful "ValTips" submitted by thirty leading valuation experts. CPAs, appraisers, attorneys, merger and acquisition professionals, professors, and students will find the Financial Valuation Workbook, Second Edition to be an essential resource.
More details
Series
Edition
2., Auflage
Language
English
Place of publication
New York
United States
Publishing group
John Wiley and Sons Ltd
Target group
Professional and scholarly
Edition type
Revised edition
Illustrations
Illustrations
Dimensions
Height: 25.3 cm
Width: 18 cm
Thickness: 25 mm
Weight
679 gr
ISBN-13
978-0-471-76118-1 (9780471761181)
Schweitzer Classification
Other editions
New editions

James R. Hitchner | Michael J. Mard
Financial Valuation Workbook
Step-by-Step Exercises and Tests to Help You Master Financial Valuation
Book
04/2011
3rd Edition
Wiley
€65.90
Article exhausted; check for reprint
Previous edition

James R. Hitchner | Michael J. Mard
Financial Valuation Workbook
Step-by-step Exercises to Help You Master Financial Valuation
Book
04/2003
1st Edition
Wiley
€37.90
Article exhausted; check for reprint
Persons
JAMES R. HITCHNER, CPA/ABV, ASA, is a leading figure in business valuation, national speaker, and business valuation course developer. ?Managing Director of The Financial Valuation Group of Atlanta, Hitchner has twenty-eight years of professional experience and is a recognized expert witness. In addition to editing the successful first edition of Financial Valuation Applications and Models and its accompanying workbook, he is coauthor of Valuation for Financial Reporting, published by Wiley. Both the AICPA's six-day Business Valuation Essentials course and NACVA's three-day Advanced Business Valuation course are based on his books. Hitchner is Editor in Chief of the national bi-monthly journal, Financial Valuation and Litigation Expert.
MICHAEL J. MARD, CPA/ABV, ASA, is Managing Director of The Financial Valuation Group, Tampa, Florida. With over twenty years of professional business valuation experience, he is a qualified expert witness. He is lead author of Driving Your Company's Value: Strategic Benchmarking for Value and coauthor of Valuation for Financial Reporting, Financial Valuation Applications and Models, and Financial Valuation Workbook, all published by Wiley. He is Executive Editor of the national bi-monthly journal, Financial Valuation and Litigation Expert.
MICHAEL J. MARD, CPA/ABV, ASA, is Managing Director of The Financial Valuation Group, Tampa, Florida. With over twenty years of professional business valuation experience, he is a qualified expert witness. He is lead author of Driving Your Company's Value: Strategic Benchmarking for Value and coauthor of Valuation for Financial Reporting, Financial Valuation Applications and Models, and Financial Valuation Workbook, all published by Wiley. He is Executive Editor of the national bi-monthly journal, Financial Valuation and Litigation Expert.
Content
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/Oil.
8.7 Valuation Information Request (VIR) High Tech.
8.8 Valuation Information Request (VIR) Professional Practice.
8.9 Valuation Information Request (VIR) Medical Practice.
8.10 Valuation Information Request (VIR) Construction.
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 IP VIR Copyright.
8.18 IP VIR Customer Relationships.
8.19 IP VIR IPR and D.
8.20 IP VIR Know-How.
8.21 IP VIR Patents.
8.22 IP VIR Software.
8.23 IP VIR Technology.
8.24 IP VIR Trademark.
8.25 IP Procedures for Valuation of IA.
8.26 IP Royalty Factors.
8.27 IP Patent Valuation Questionnaire.
8.28 RR Checklist 59-60.
8.29 RR Checklist 77-287.
8.30 RR Checklist 93-12.
8.31 Review Checklist.
8.32 Review Eminent Domain.
8.33 Review Contemporaneous.
8.34 Review USPAP Compliance.
8.35 Review Appraisal.
8.36 Review Non-Appraiser.
8.37 Review Auditor for Financial Reporting.
INDEX.
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/Oil.
8.7 Valuation Information Request (VIR) High Tech.
8.8 Valuation Information Request (VIR) Professional Practice.
8.9 Valuation Information Request (VIR) Medical Practice.
8.10 Valuation Information Request (VIR) Construction.
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 IP VIR Copyright.
8.18 IP VIR Customer Relationships.
8.19 IP VIR IPR and D.
8.20 IP VIR Know-How.
8.21 IP VIR Patents.
8.22 IP VIR Software.
8.23 IP VIR Technology.
8.24 IP VIR Trademark.
8.25 IP Procedures for Valuation of IA.
8.26 IP Royalty Factors.
8.27 IP Patent Valuation Questionnaire.
8.28 RR Checklist 59-60.
8.29 RR Checklist 77-287.
8.30 RR Checklist 93-12.
8.31 Review Checklist.
8.32 Review Eminent Domain.
8.33 Review Contemporaneous.
8.34 Review USPAP Compliance.
8.35 Review Appraisal.
8.36 Review Non-Appraiser.
8.37 Review Auditor for Financial Reporting.
INDEX.