Valuing a Business: The Analysis and Appraisal
of Closely Held Companies, 4th
Ed.

Shannon P. Pratt, Robert F. Reilly, and Robert P. Schweihs


Published by McGraw-Hill in 2000

 

 Considered a classic since its first edition almost 20 years ago, no business valuation library is complete without Valuing a Business. This book is used as the text book for most business valuation courses, including those sponsored by the American Society of Appraisers. The book clearly explains the theoretical concepts underlying business valuation methodology. It thoroughly discusses the most important issues facing valuation practitioners, including developing and discount or capitalization rate, choosing guideline companies, estimating discounts for lack of control and lack of marketability, and reaching a final conclusion of value. Other specialized topics, such as valuing stock options, valuing businesses for ad valorem property taxation, and valuation for various types of litigation are also covered. In addition, both valuation practitioners and nonpractitioners will find the chapter on reviewing a business valuation report to be extremely useful. Published by McGraw-Hill.



Table of Contents

 

Part I           State of the Profession, the Engagement, and the Basic Theory

1.     Business Valuation Standards and Credentials

2.     Defining the Assignment

3.     Business Valuation Theory and Principles

 

Part II          Gathering and Analyzing Data

4.     Gathering Company Data

5.     Site Visits

6.     Researching Economic and Industry Information

7.     Analyzing Financial Statements

8.     Financial Statement Ratio Analysis

 

Part III         Business Valuation Approaches and Methods

9.     Income Approach: Discounted Future Economic Income Method

10.  Income Approach: Capitalized Future Economic Income Method

11.  Market Approach: Guideline Publicly Traded Company Method

12.  Market Approach: Guideline Merged and Acquired Company Method

13.  The Capitalized Excess Earnings Method

14.  Asset-Based Approach: Asset Accumulation Method

 

Part IV        Discounts, Premiums, and the Value Conclusion

15.  Control and Acquisition Premiums

16.  Discount for Lack of Control

17.  Discounts for Illiquidity and Lack of Marketability

18.  Other Valuation Discounts

19.  Valuation Synthesis and Conclusion

 

Part V         Writing and Reviewing Business Valuation Reports

20.  Writing the Business Valuation Report

21.  Sample Report

22.  Reviewing a Business Valuation Report

 

Part VI        Valuing Specific Securities and Interests

23.  Valuing Debt Securities

24.  Valuing Preferred Stock

25.  Valuing Stock Options

26.  Pass-Through Entities

 

Part VII       Valuations for Specific Purposes

27.  Valuations for Estate and Gift Tax Purposes

28.  Estate and Gift Tax Court Cases

29.  Buy-Sell Agreements

30.  Valuation for Income Tax Purposes

31.  Income Tax Court Cases

32.  Valuations for Employee Stock Ownership Plans

33.  ESOP Court Cases

34.  Valuations for Ad Valorem Taxation

35.  Dissenting Stockholder and Minority Oppression Actions

36.  Dissenting Stockholder and Minority Oppression Court Cases

37.  Valuations for Marital Dissolution Purposes

38.  Marital Dissolution Court Cases

 

Part VIII      Litigation and Dispute Resolution

39.  Litigation Support Services

40.  Expert Testimony

41.  Arbitration and Mediation

 

Appendix A            International Glossary of Business Valuation Terms

 

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