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Investment Advisor August 2009 Lewis Schiff |
Valuation Myths Two valuation experts identify common myths that could lead to mismanagement of intangible assets and could also cause confusion with clients. |
Financial Planning September 1, 2008 Donald Jay Korn |
The Art of Appraisals A smart advisor will fill in an appraiser about the purpose of the evaluation at the time of the engagement. There's nothing wrong with indicating how the appraisal will be used. |
Financial Advisor April 2006 David DeVoe |
True Value Understanding what drives the value of your financial advisory firm will not only increase your payday when you sell, it will also increase the firm's profitability -- and consequently, your compensation -- each year you continue to own the business. |
Entrepreneur February 2006 C.J. Prince |
Know Thy Worth If you want to get the right valuation for your business, be sure to find the right valuation expert for the job. |
Knowledge@Wharton |
Valuing the Invisible: How to Manage Bankruptcies of Knowledge-based Companies A growing trend is forcing attorneys, accountants and others to consider how to handle a bankruptcy when the debtor company's possessions are largely composed of intangible assets like intellectual property, patents, licenses and/or contracts... |
Investment Advisor September 2007 Kara P. Stapleton |
The Fair Value Pricing Gap Narrows 90% of U.S. asset managers are now using third-party pricing vendors to value foreign equities, and with the continued focus on valuation as a primary risk area, the gaps between large and small asset managers have narrowed. |
Inc. January 2006 Alison Stein Wellner |
The Number Cruncher Versus the Vision Guy Two appraisers put a price tag on three different companies. You'll be surprised at just how different their numbers turned out, and how subjective a business valuation can be. |
Financial Planning August 1, 2007 David Grau |
Your Stock in Trade The ability to obtain an affordable, accurate valuation of your small-cap financial services practice had not previously been available. Now that the opportunity exists, it could change the course of your career. |
CIO June 1, 2003 John Edwards |
Creative Management Intellectual property asset management tools help businesses get a handle on mind-based products. |
Investment Advisor July 2009 Lewis Schiff |
The Affluentialist: Intangible Assets; Real Challenges Intangible assets can take the form of copyrights, trademarks, royalty rights, the rights to publicity, and many more variations. How should advisors handle these? |
National Real Estate Investor June 1, 2007 David L. Canary |
Industrial Obsolescence The only way for industrial plant owners to obtain fair tax assessments is to argue for the use of the income approach to value their plants -- the same valuation approach investors use to determine the price they will pay for any investment. |
National Real Estate Investor September 1, 2004 Andrew H. Raines, Esq. |
Identifying Intangibles Eases the Burden The property tax bills of commercial property owners can be significantly reduced by the exclusion of "intangibles." |
Financial Planning January 1, 2006 Stephen Savage |
Why Size Matters There's a huge incentive for money managers and fund executives to discount the significance of asset growth. But investors who ignore asset growth do so at their own risk. Here's why and how planners can spot trouble. |
HBS Working Knowledge June 27, 2005 Barber & Strack |
People Power: How to Measure It Start with the right set of performance indicators. |
Investment Advisor March 1, 2011 Jeff Joseph |
Putting a Price on a Promise How do private venture investors assign a value to a new company at the startup stage? |
Information Today September 2000 Michael Koenig |
Report from the Field: The Resurgence of Intellectual Capital ...intellectual capital has returned with a vengeance, not as an asset to be measured, but as an asset to be managed... |
Commercial Investment Real Estate Jan/Feb 2004 William C. Harvey II |
Is the Price Right? Learning how appraisers value unique properties helps brokers better advise their clients. |
The Motley Fool January 18, 2006 Stephen D. Simpson |
Boring Can Be Lucrative at Mellon Financial Mellon has good market share in good businesses, but the valuation seems to reflect that. |
Inc. July 1, 2003 Randall Lane |
What's Your Company Worth Now? Knowledge is power, and knowledge of your company's value is the ultimate power tool. Here's what you need to calculate your own magic number. |
The Motley Fool September 27, 2005 Marko Djuranovic |
Knowing When to Sell: Part 2 If you'd no longer want to buy that stock sitting in your portfolio, it's time to cut it loose. Just make sure you're getting your fair value. |
The Motley Fool April 24, 2009 Dan Caplinger |
Don't Get Trapped by False Value Stocks Do you trust the books? |
Financial Advisor October 2006 Michael Brier |
Patently Foolish? Allowing financial firms to patent tax strategies may mean you and your clients have to foot the bill. |
The Motley Fool March 5, 2011 John Rosevear |
Ford's $10 Billion Bonanza An accounting move could add $10 billion or more to Ford's net income. |
Financial Planning May 1, 2010 John J. Bowen, Jr. |
Maximum Value If you're running a financial advisory business, one of your most important (and overlooked) goals should be creating equity. |
BusinessWeek May 21, 2009 Chris Farrell |
Investment: Assessing Intellectual Assets Some keys to valuing the Intangible Economy's hot companies - those that provide intangible products or services. |
The Motley Fool December 27, 2005 |
Foolish Fundamentals: Valuation Here's one way to calculate the value of any stock. |
Investment Advisor October 2005 Grau & Grable |
The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers. |
The Motley Fool August 4, 2006 Stephen D. Simpson |
Waiting for a Better Occidental Opportunity Occidental is a high-quality energy producer, but the valuation discount isn't compelling. Investors, take note. |
Inc. January 2006 Alison Stein Wellner |
Get the Number You Want The balance sheet doesn't tell the whole story. A successful valuation takes into account lots of intangibles - and they can add up. Here are five ways to boost the final figure. |
The Motley Fool August 22, 2005 Richard Gibbons |
Putting a Price on Tomorrow's Dollar Here's one way to calculate the value of any stock. |
CFO July 1, 2003 Tim Reason |
Goodwill to All Pieces Are companies properly valuing and assigning acquired intangibles to business units? |
OCC Bulletin December 13, 1999 |
Interagency Guidance on Asset Securitization Activities During recent examinations, our examiners have noted an unacceptable number of national banks with risk management systems or internal control infrastructures insufficient to support the institution's securitization activities. |
Financial Advisor May 2008 Rebecca Pomering |
Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves. |
CFO March 1, 2004 Ronald Fink |
Haven or Hell? The IRS wants to crack down on multinational corporations that transfer U.S. intellectual property to tax havens. |
The Motley Fool January 27, 2004 Jeff Hwang |
AmEx Rides the Recovery Spending by cardmembers and an improving stock market fuel growth. |
Investment Advisor July 2010 David DeVoe |
Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc. |
Knowledge@Wharton |
Tangible Agitation Over a Proposal on Intangible Assets Beefing up the disclosure of intangible assets would potentially yield greater transparency, enabling the investment communities to make better decisions about their capital. Should companies be required to disclosure information about their intangible assets to investors? |
Investment Advisor March 2008 Natan & Rudolph |
Three Moves Ahead When your client is ready to sell his business, will you be prepared for this liquidity event, pre-and post-sale? |
Inc. July 24, 2002 Jennifer A. Redmond |
Strategic Patenting What to consider when you're filing a patent and strategic decisions you'll need to make. |
Commercial Investment Real Estate Jul/Aug 2011 Rick Kjellberg |
Questions Auditors Ask All real estate borrowers face scrutiny over debt valuation. |
The Motley Fool February 8, 2007 Emil Lee |
Picking Bank Stocks That Could Pop Here, the bank-stock expert Douglas Hughes provides advice on picking winning investments. |
The Motley Fool March 7, 2007 Anders Bylund |
Finding True Value: Dividend Discount Another model fits awkwardly on Texas Instruments, but the lessons learned are valuable to investors nevertheless. |
CFO March 1, 2012 Sarah Johnson |
FASB Change Targets Intangibles Tests A simplified rule could save companies money. |
The Motley Fool August 27, 2007 Dave Mock |
Is This Stock Cheap Enough? Valuing a stock is an inexact science. But here are three tips to tell when to buy, and when to pass. |
Investment Advisor December 2008 James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
The Motley Fool February 24, 2011 Andrew Sullivan |
4 Reasons Why DCF Valuations Fail Most discounted cash flow models are faulty. |
Inc. January 2007 Larry Kanter |
What's Your Company Worth Now? The market is flooded with capital, and more investors are putting it into private companies. That's just one reason you need to know the value of your business. Here's how to find it. |
Financial Planning October 1, 2006 Stephen Savage |
When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties. |
Wall Street & Technology November 29, 2004 Jonathan Weitz |
PPM: A Master Plan for Agility Imagine you are the CIO of a financial-services company that is merging with a competitor. After some investigation, you uncover an inventory of thousands of homegrown applications. |
National Real Estate Investor December 1, 2006 Jim Popp, Esq. |
Avoid Pitfalls of the Cost Approach The valuation of manufacturing plants for property tax purposes presents a challenge for both owners and property tax officials. |