A Research Note on the Value and Under Pricing of Life Policies

By: Dr. Stanley Jay Feldman, Chairman, Axiom Valuation Solutions
John Roberts, Managing Director, Axiom Valuation Solutions
As the leading age of the baby boom approaches 70, we can expect this cohort to not only seriously evaluate their wealth positions and income requirements to maintain their

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The Benefits of Offshoring Intellectual Property: Minimizing Taxes and More

From August’s Axiom on Value:
Given the current debate on the implications of corporate inversions — the acquisition of a U.S. company by a foreign firm resulting in the U.S. company moving to a low tax jurisdiction — one is reminded that there are significant

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The Cost of Illiquidity in the Syndicated Loan Market

From July’s Axiom on Value:
Here we will address the issue of measuring liquidity in the syndicated loan market. The chart below measures the illiquidity of a set of syndicated loans in terms of the difference in yields to maturity. The difference is the YTM of

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New Opportunities for Business Borrowers, The Bank Monopoly is Ending

From June’s Axiom on Value:
The bank monopoly on business lending is eroding, creating new opportunities for business borrowers to tap into the global pool of capital. Because banks have been focusing on strengthening their balance sheets and improving capital ratios, they are increasingly reticent

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Business Valuation 101: The Five Myths of Valuing a Private Business

From May’s Axiom on Value:
As you work tirelessly to meet the everyday challenges of running your own business, you may wonder why you should be interested in a column on valuing your business. After all, valuation is something you will be concerned about some

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Maximizing the Rate of Return on Your Next Acquisition: Why the Allocation of the Purchase Price Should Be Done Before the Deal Closes

From April’s Axiom on Value:
When an acquisition (stock or asset deal) is completed, the purchase price needs to be allocated to the assets purchased.  In our experience, the allocation exercise is typically done after the deal is completed.  A typical allocation table is shown

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