Financial valuation workbook: step-by-step exercises and tests to help you master financial valuation
- 5th
- New Jersey Wiley 2025
- xiii, 444 p.
- Wiley Finance Series .
Table of Contents About the Authors. Acknowledgments.
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 and Oil Rights.
8.7 Valuation Information Request (VIR) High-Tech Business
8.8 Valuation Information Request (VIR) Professional Practice.
8.9 Valuation Information Request (VIR) Medical Practice.
8.10 Valuation Information Request (VIR) Construction Industry
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 Valuation Information Request (VIR) Copyrights.
8.18 Valuation Information Request (VIR) Customer Relationships.
8.19 Valuation Information Request (VIR) In-Process Research and Development.
8.20 Valuation Information Request (VIR) Know-How
8.21 Valuation Information Request (VIR) Patents.
8.22 Valuation Information Request (VIR) Software.
8.23 Valuation Information Request (VIR) Proprietary Process/Products Technology.
8.24 Valuation Information Request (VIR) Trademark/Trade Name.
8.25 Procedures for the Valuation of Intangible Assets.
The resource that cuts the learning curve in half for valuation professionals
Now valuation professionals can master almost every function for most valuation situations. The Financial Valuation Workbook, Third Edition guides readers through a complete business valuation with essential tools for quick reference.
Updated and expanded chapter on The Process of Preparing a Valuation- Client Workflow Procedures from initial phone call to delivery of the report Expanded case study and exercises with solutions and explanations Over 300 exercises organized by major areas to increase the learning process This Workbook is organized by standard, easily identifiable sections that allow for easy reference by all professionals.