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Valuation

278 published works

  1. Global Regulation Tomorrow

    ASIC turns its financial reporting and audit spotlight on managed investment schemes

    By Liz Hastilow, Sam Smith

    On 29 October 2026, the Australian Securities and Investments Commission (ASIC) published Report 842 ASIC's oversight of financial reporting and audit 2025–26 (REP 842). It follows ASIC's separate report on…

  2. The CLS Blue Sky Blog

    Arnold & Porter Discuss Long-Awaited Guidance on ESOP Valuation Standards

    By Martinyerovi

    On October 15, 2026, the Retire Through Ownership Act was signed into law, amending the Employee Retirement Income Security Act of 1974 (ERISA) to provide protection to fiduciaries of employee…

  3. Journal of The Missouri Bar

    Taxes in your practice: US Tax Court holds children liable for gift tax on termination of family trust

    By The Missouri Bar

    Scott E. Vincent is the founding member of Vincent Law, LLC in Kansas City.The U.S. Tax Court recently held residuary beneficiaries of a trust liable for gift taxes upon termination…

  4. The CLS Blue Sky Blog

    Bernstein Litowitz Discusses the Endeavor Appraisal Fight and the Future of Fair Value

    By Renholding

    When a corporation cancels your shares in a cash-out merger you did not support, it is exercising a form of governmental power. Your personal property is taken without your consent…

  5. Global Regulation Tomorrow

    Improvement still needed in how some super funds and auditors assess and scrutinise the value of unlisted investments

    By Liz Hastilow, Sam Smith

    On 14 October 2026, the Australian Securities and Investments Commission (ASIC) issued the results of its second review into the financial reporting and audit of superannuation funds. In Report 841…

  6. Liskow & Lewis, APLC

    Considering an ESOP? New Law Reduces Valuation Risk

    By Liskow & Lewis

    For owners of closely held businesses, an employee stock ownership plan, or ESOP, can be an attractive way to transition ownership while allowing employees to participate in future growth. But…

  7. Caddi Blog

    RIA Valuation Multiples (2026)

    By Jason Alafgani

    Published EBITDA and revenue multiple ranges for RIAs by firm size, every figure cited, and what moves a firm up or down its band.

  8. Pennsylvania Divorce and Domestic Relations Blog

    Dividing the “Country Club” Investment

    By Mark Ashton

    An interesting aspect of doing divorce work is that you get to look under the hood of the rich and/or famous to see what powers their wealth engine. What lawyers…

  9. Foley & Lardner LLP

    What Your Software Company Is Worth Now

    By Holly Kane

    Takeaways from the Jefferies monthly software valuation update Rob Bartlett of Jefferies joined the panel I moderated last month on whether companies should buy, sell, or wait. This week I…

  10. Global Investment Watch

    United States: Mark My Words: SEC Staff Guidance on Private Credit Valuation

    By Eden Kuehler

    By Thoreau A. Bartmann, Sasha Burstein, Lance C. Dial, Pablo J. Man, and George Zornada On 28 September 2026, the Chief Accountant and the Director of the Division of Investment…