About Oberon Wonch

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So far Oberon Wonch has created 27 blog entries.

February 7, 2019, Chicago, Illinois—Business Valuation Association: The Evolution of the Distributor Method

The application of the distributor method in valuing customer relationships has become a mainstream methodology in the valuation professional’s toolkit. However, as we consider how other types of customer-related intangibles are valued the method has now evolved into a foundational analytical tool to assist in determining cash flow, discount rates, and value. Mr. PJ Patel, […]

April 11, 2019, Chicago, Illinois—Business Valuation Association: Growth Rates

The estimate of a long-term sustainable growth rate for a business enterprise is a key input for valuation estimates using the Income Approach. Research on long-term growth rate estimates disclosed in SEC filings suggests a wide range of growth estimates have been used by appraisers. And what is the relationship between the long-term sustainable growth […]

May 16, 2019, Chicago, Illinois—Business Valuation Association: Expert Witness Strategies and Tips

This session is designed to discuss things that practitioners should do to become a better expert witness. Gary Trugman, CPA/ABV, ASA, MVS, will discuss some do’s and don’ts of expert witnessing and ways that an expert can get in trouble even without trying

Mr. Trugman is the President of Trugman Valuation Associates Inc., a business valuation […]

June 6-8, 2019, Salt Lake City, Utah—NACVA and CTI Annual Consultants’ Conference

December 2018—NACVA Indiana State Chapter Meeting: Income Approach and Cost of Capital/Rates of Return, plus Discounts and Premiums and Business Valuation Standards and Ethics

Chapter president Paul Wonch facilitates a panel of BV experts discussing each topic.

November 2018—Paul Wonch addresses fall term IUPUI Intermediate Finance class, speaking on the valuation of privately held corporations.

August 2018—Paul Wonch addresses the NACVA Indiana State Chapter meeting, speaking on the business valuation implications of the Tax Cuts and Jobs Act.

May 10, 2018, Business Valuation Association of Chicago—Tax Cuts & Jobs Act and the Van Vleet Model

The speaker for this program is Daniel R. Van Vleet, ASA, Managing Principal at The Griffin Group. Mr. Van Vleet will detail the important valuation related aspects of the Tax Cuts and Jobs Act and demonstrate how they impact both business valuation models and the values of C corporations, PTEs, and their respective ownership interests. The […]

Evolve or Die

By Paul Wonch, MBA, CPA/ABV, CVA, MAFF

The best book I read in 2017 was Principles by Ray Dalio, published by Simon and Schuster in 2017. In it he uses the phrase “evolve or die.” What he is talking about is the idea that everything is evolving over time. For businesses it suggests that successful ones have found […]

January 18, 2018, Business Valuation Association of Chicago—Annual Capital Markets Panel & Discussion

The Annual Capital Markets Panel & Discussion occurs every year sponsored by the Chicago BVA and ASA. Panel members include Elliot Farkas, Managing Director at William Blair & Company, and Rick Mattoon, Senior Economist and Economic Advisor at the Federal Reserve Bank of Chicago. Elliot will give us an update on mergers and acquisitions activity, […]