Valuing Small Businesses for Estate Purposes

On May 4, 2014, Roger Winsby, President, attended the California Probate Referee Convention in San Diego, California. Roger gave a presentation entitled “Valuing Small Businesses for Estate Purposes – Small Does Not Mean Simple”.

Gifting and Estate Planning Valuation Update: Countdown to the End of the $5 million Window

On September 25, 2012, Roger Winsby, President, Axiom Valuation Solutions gave a Webinar exploring the topics of: What are the key valuation issues to consider in gifting LP, LLC, or corporate interests before year-end? What are the valuation-related pitfalls to avoid for clients making large gifts through the end of 2012? What kinds of discounts should clients expect? What are the most likely areas where the IRS will contest? Axiom Valuation Educational Symposium Series

Hedge Fund Return Due Diligence: Identifying When a Hedge Fund Manager is Fraudulently Reporting

On July 28th 2012, Dr. Stanley Jay Feldman, Chairman and Chief Valuation Officer of Axiom Valuation Solutions gave a Webinar looking at the issues of: How to create a due diligence score card for hedge fund managers that do not disclose asset level positions. What is appropriate due diligence to ensure that your hedge fund managers are not reporting returns fraudulently, i.e. that they are not the next Bernie Madoff? When should you be worried about the returns reported by your hedge fund manager? Axiom Valuation Educational Symposium Series

CLO Valuation and Investor Due Diligence By Dr. Stanley Jay Feldman (2012) (PDF)

On March 26th 2012, Dr. Stanley Jay Feldman, Chairman and Chief Valuation Officer of Axiom Valuation Solutions spoke at the 1st annual IMN – CLO and Leveraged Loans Conference, in New York, NY.

Endowments Foundations Summit–Evaluating Transparency Risk By Dr. Stanley Jay Feldman (2010) (PDF)

On March 25th 2010, Dr. Stanley Jay Feldman, Chairman and Chief Valuation Officer of Axiom Valuation Solutions spoke to the Endowment and Foundation Summit in New York City. The Summit broadly covered the notion of rethinking strategic asset allocation from the perspective of liquidity and risk management. Stan’s presentation was titled: “Evaluating Transparency Risk: Implications for Fair Value Measurement and Asset Allocation for Foundations and Endowments”. Spring 2010 Conference, NYC, NY.

Key Issues in Business Valuation and Their Implication for Financial Advisors (2008) (PDF)

Roger Winsby, President, Axiom Valuation Solutions, to Private Business Group at the National Financial Partners’ (NFP) Fall 2008 Conference, Chicago, IL.

New Stock Option Rules for Early Stage Companies: Overview of Fair Value Changes Relevant for Early Stage Companies (2007) (PDF)

Dr. Stan Feldman, Chairman, Axiom Valuation Solutions, at Foley Executive Briefing Series, Boston, MA.

New Stock Option Rules for Early Stage Companies: Update on 409A Regulations (2007) (PDF)

Ken Appleby, of Counsel, Foley & Lardner, at Foley Executive Briefing Series, Boston, MA.

New Stock Option Rules for Early Stage Companies: Valuation of Early Stage Companies for 409A and 123R Expense Calculations (2007) (PDF)

Dr. Stan Feldman, Chairman, Axiom Valuation Solutions, at Foley Executive Briefing Series, Boston, MA.

New Stock Option Rules for Early Stage Companies: What is a CFO to Do? (2007) (PDF)

Jack Malley, Partner, First Jensen Partners, at Foley Executive Briefing Series, Boston, MA.

Dollars and Dynamics: Forging a Fair Value of the Family Firm (2007) (PDF)

By Dr. Stanley Jay Feldman, Axiom Valuation Solutions and Mary Daugherty, St. Thomas College at the Institute for Family Business Seminar in Freeport, Maine.

The Six Myths of Valuing and Transacting Family-owned Businesses (2004) (PDF)

By Dr. Stanley Jay Feldman for the Family Firm Institute. 

Financial Accounting Standards and Fair Value: What M&A Professionals Need to Know About Fair Value Accounting (2003) (PDF)

By Dr. Stanley Jay Feldman at the 7th Semi-Annual Mergers & Acquisitions Advisor Conference in New York. 

Using Experts and the Valuation of Closely-held Businesses (2003) (PDF)

By Dr. Stanley Jay Feldman at the 10th Annual Internal Revenue Service Town Meeting. 

The Business Transition Tidal Wave (2002) (PDF)

Roger Winsby on the First Friday Web Cast hosted by Barlow Research Associates.