Valtrend has been engaged for the following:
Determination of lost profits for a company damaged by fire in San Diego.
Calculation of the value of shared appreciation notes for financial reporting purposes for an Idaho governmental entity.
Valuation of a fresh juice manufacturer in Southern California for estate planning purposes.
Valuation of a pet food manufacturer in the midwest for potential minority interest transactions.
Valuation of a testing laboratory in New York State for estate planning purposes.
Valuation of a high-tech start-up in Idaho for stock options subject to 409A.
Valuation of a pressure-sensitive label manufacturer in New York State for estate planning purposes.
Valuation of a well-known service company in Idaho for SBA lending purposes.
Valuation of an Idaho company in the construction industry for a partner buy-out and/or potential litigation.
Valuation of another Idaho company in the construction industry for a merger/acquisition.
Valuation of a start-up bottled water company on the east coast for tax purposes.
Valuation of a landscaping business in Hawaii for divorce purposes.
Valuation of a (coca-cola) syrup distribution company in Colorado.
Valuation of a start-up alternative energy company in North Carolina.
Valuation of a Family Limited Partnership holding marketable securities for gift tax purposes.
Valuation of a growing, high tech company located in Boise for 409A stock option purposes.
Valuation of a fire sprinkler design/installation company operating out of California for gift tax purposes.
Valuation of biodiesel company located in Denver for gift tax purposes.
Valuation of a gold mining operation in Idaho for gift tax purposes.
Valuation of a Limited Partnership with operating entities such as a water park/amusement center/bowling alley for gift tax purposes.
Valuation of an electrical contractor for potential litigation.
Valuation of a social services company for marital dissolution purposes.
Valuation of debt owed by a mining services company for gift tax planning.
Valuation of debt owed by a restaurant for gift tax planning.
Valuation of retail hardware Stores in Northern Idaho for gift tax planning.
Valuation of a construction company for gift tax planning.
Valuation of a custom wood product manufacturer for gift tax planning.
Valuation of an engineering services firm for a partner buy-out.
Valuation of a lighting manufacturer in Illinois for a partner buy-out; development of a buy-sell agreement.
Valuation of numerous holding companies for estate/gift tax compliance. Holding companies held developed and undeveloped land, operating entities, fine art, investment funds and marketable securities.
Review of an appraisal for a farm machinery and equipment dealer owned as an ESOP.
Valuation of an electronic contract manufacturer in Illinois for a partner buy-out.
Valuation of a physician practice management company for partner buy-out.
Valuation of a software provider to public schools for SBA loan purposes.
August 2010: Peter Butler spoke to the CPA Associates International (CPAAI) in Washington, DC at their 2010 business valuation conference on the cost of capital and the use of total beta.
Peter had a busy October 2010:
October 1st: Peter spoke to the Arizona Society of CPAs' (ASCPA) 12th Annual Business Valuation Conference in Phoenix on the cost of capital and the use of total beta.
October 13th: Peter spoke to the Washington State Society of CPAs (WSCPA) at their annual business valuation conference in Seattle on the cost of capital and the use of total beta.
October 29th: Peter spoke to the San Francisco Valuation Roundtable at their monthly luncheon on the cost of capital and the use of total beta (and the Total Cost of Equity Calculator, which he is championing as another (and better) tool to develop a cost of capital for a privately-held company).
Peter stayed in Boise for the following presentatons:
November 10th, 2010: Peter spoke to the Business & Corporate Section of the Idaho State Bar on "Business Valuation and Price: What's the Difference?".
November 18th, 2010: Peter spoke to the National Conference for Galliard Group Family Advisors in Boise, Idaho. The topic cover succession planning.
January 11th, 2011: Peter spoke to the Boise Chapter of EO (Entrepreneurs' Organization) on business valuation.
March 9th, 2011: Peter spoke to the Risk Management Association (RMA) - Boise Chapter on business valuation.
September 20, 2011: Peter spoke to the Financial Planning Association (Boise Chapter) on business valuation.
October 8, 2011: Peter spoke with Roger Hawk on his online radio program, "Hawk's Eye on Business" on business valuation.
September 12, 2012: Peter spoke to business owners about business valuation, sponsored by Idaho Independent Bank.
November 7, 2013: Peter spoke to the Idaho Society of CPAs, covering topics such as buy-sell agreements, rules of thumb and the need for BV.
Peter traveled to Oregon in April 2011:
April 21: Peter spoke at the Oregon Manufacturing Extension Partnership (OMEP) workshop on Succession Planning for Small Businesses in Lake Oswego, Oregon.
Peter traveled to Wisconsin in May 2012:
Peter spoke to AGN International – North America, an accounting association of regional and mid-sized independent accounting firms, on Total Beta and the Butler Pinkerton Calculator.
Peter traveled to Canada to speak at his first International Conference in September 2012:
Peter spoke in Vancouver, British Columbia, Canada at the The Canadian Institute of Chartered Business Valuators (CICBV) annual conference. He spoke about cost of capital and, specifically, Total Beta and the Butler Pinkerton Calculator.
George Fox University:
Peter completed teaching a 9-week corporate finance class to MBA students at George Fox University (Boise) as an adjunct faculty professor of finance in August 2010, October 2011 and August 2012.
Peter Butler has authored an article titled, "BETA OR TOTAL BETA? THE ANSWER DEPENDS ON THE “COMPANY” IT KEEPS" for a Romanian business valuation journal titled ANEVAR, which appeared in the 5(1) 2010 issue (It is located under Publications: Income Approach).