Jim Catty Books Articles & Presentations

1974-Jan-01    Planning Audit

1975-Jan-01    Merger Evaluation – Five P’s to Remember

1977-Jan-01    Outline of Mergers, Acquisitions and Divestitures

1983-Jan-01    Pitfalls in Comprehensive Long-Range Planning

1983-Jan-01    Megadeal – 1821 Style

1983-Sep-01   Canada’s Most Significant Merger

1993-Nov-01  Valuations in the Current Recession

1993-Dec-01   Adding Value by Going Public on NASDAQ

1994-May-24  The Role of the Valuator in Financings

1994-May-25  From R&D to Ten Million, Financing Growth in the High-tech Industry

1994-Dec-01   Case Study - Teleridesage

1995-Feb-09   Valuation of High Tech Companies for Bankers

1995-May-31  Minority and Liquidity Discounts – An Update

1995-Sep-30   Market Capitalization of Selected Information Businesses and Comparable Industrial and Financial Enterprises at September 30, 1995

1996-Feb-21   Industry Consolidation Survival Strategy, Future Trend or Survival Strategy

1997-Jan-01    Valuations Approaching the Millennium

1997-Feb-06   Valuations in the Knowledge Era

1997-May-20  Intangible Assets: How to Recognize, Understand and Value a Vital Source of Corporate Wealth

1997-Oct-30   Valuing Software and Software Companies

1997-Nov-05  Creation of Value in a Software Company - CASE

1997-Nov-05  Valuing Software and Software Companies

1998-Jan-31    Valuing Computer Software and Software Companies

1998-Mar-30  Impact of the Millennium Bug on the Value of Businesses

1998-Nov-27  Do Stock Market Prices Represent Fair Market Value?

1998-Dec-02   Valuing Computer Software and Software Companies 4 Parts

1998-Dec-02   Valuing Computer Software and Software Companies +Case A

1998-Dec-02   Valuing Computer Software and Software Companies +Case B

1999-Jan-01    One Way of Looking at Firms

1999-Jan-01    Helping Management Create Shareholder Value

1999-Feb-06   Consulting with Management to Create Share Value a New Source of Business for Appraisers

1999-Feb-06    Consulting with Management to Create Share Value a New Source of Business for Appraisers CASE A1-3 Joiner

1999-Feb-06   Consulting with Management to Create Share Value a New Source of Business for Appraisers CASE B

1999-Feb-24   Do IPOs Make Good Guidelines?

1999-Apr-09   A Plant Tour

1999-Jul-01    Get Ready for Risks

1999-Sep-17   Valuing Software and Internet Companies, Software is Everywhere

1999-Oct-28   The Economic Value Generated Approach

1999-Oct-28   Performance Measurement

1999-Nov-01  The Impact of the Internet on the Value of Retailers

1999-Dec-01   Valuing Computer Software and Software Companies

1999-Dec-15   Competitive Analysis

2000-Jan-01    Blockage Discounts

2000-Feb-07   Sources of Profits are Important for Valuations

2000-May-29  What Should One Pay For Growth?

2000-Aug-04  What Does One Get in an Acquisition?

2000-Oct-19   Introduction to Discounts & Premiums

2001-Jan-18    Value Drivers

2001-Jan-24    Valuing Knowledge Assets

2001-Jun-04   Difficulties with Financial Statements

2001-Jul-23    An Opportunity for Valuators

2001-Dec-07   Valuing Growth Companies - Part I

2001-Dec-07   Valuing Growth Companies - Part II

2002-May-03  Valuing Growth Companies - Part III

2002-Aug-08  Do Bubble Markets Change Values?

2002-Aug-15  Business Combinations Goodwill and Intangible Assets

2002-Aug-15  Diamond Systems Inc. Goodwill Impairment Testing Case Study

2002-Sep-18   Purchase Price Allocation

2002-Oct-04   FASB 141 & 142

2002-Oct-04   Diamond Systems Inc. Goodwill Impairment Testing Case A

2002-Nov-24  Emerging Issues in Online Entertainment & Interactive Gaming Operations (with Jim Krillenberger Standard & Poors)

2002-Dec-07   Intangible Assets

2003-Jan-01    Marketplace Synergies (four parts)

2003-Jan-01    Dilbert's Rules of Order

2003-Feb-17   A Firm's Workers are an Asset

2003-May-30  Business Combinations Intangible Assets and Goodwill

2003-Oct-25   Ten Rules for Valuing Technology Companies

2003-Oct-29   Son of SFAS 141

2003-Oct-29   Modifications to SFAS 141

2003-Oct-29   Transparency

2003-Oct-29   Have SFAS 141 and 142 Improved the Quality of Earnings?

2003-Dec-04   Valuation of Distressed Companies +Case

2003-Dec-04   Valuing Computer Software and Software Companies

2003-Dec-04   Valuing Computer Software and Software Companies - Case

2004-Feb-24   Fair Value for GAAP: A Valuation Compendium - Customer Relationships and Brands

2004-Feb-24   Fair Value for GAAP: A Valuation Compendium - Software is Everywhere

2004-May-19  Valuing Internet Gaming Enterprises

 

A Professional's Guide to Fair Value
Published by Wiley & Sons, 2012

Guide to Fair Value Under IFRS
Editor and Contributing Author
Published by Wiley & Sons, 2010

2005-Mar-05  Borrowing Against Intangible Assets

2005-Dec-02   Types of Internally Generated Intangible Assets

2006-Sep-30  Types of Value

2007-May-01  Fair Value, Intangible Assets and Impairment Testing (in six parts) - Part IV Valuations for Acquisitions

2008-May-01  The First Chicago Method

2008-Jun-08    It's Hard to Predict, Especially About the Future (slides)

2008-Jun-08    IACVA Conference Opening Remarks

2008-Jul-08    A Brief History of the Valuation Profession

2008-Jul-28    It's Hard to Predict, Especially About the Future (BVUpdate)

2008-Aug-15  The Uses and Abuses of Management Projections +Court Cases (with Neil Beaton)

2008-Sep-01   The Valuation Profession - A Brief History (BVUpdate)

2008-Nov-16  Undertaking a Purchase Price Allocation Part 1 (English)

2008-Nov-16  Undertaking a Purchase Price Allocation Part 2 (English)

2008-Nov-16  PARTEA I – REALIZAREA ALOCARII PRETULUI DE ACHIZITIE

2008-Nov-16  PARTEA II – AUDITAREA ALOCARII PRETULUI DE ACHIZITIE

2008-Nov-17  A Brief history of the Valuation Profession

2008-Nov-17  Purchase Price Allocation Address (with Bob Brackett)

2008-Dec-10   Undertaking a Purchase Price Allocation

2009-Feb-02   Goodwill Impairment Testing, Comparison of IFRS v GAAP (with Georg Gallnow, PwC)

2009-Mar-04  Borrowing Against Intangible Assets

2009-Mar-26  The Uses and Abuses of Management Projections (Handbook by subscription, teleconference transcript no longer available)

2009-Dec-09  Purchase Price Allocation

2010-Jun-09    Divergent Convergence: IFRS and GAAP The Long & Winding Road of Fair Value Measurements

2010-Dec-02  IFRS Valuation & Fair Market Value

2010-Dec-13   Purchase Price Allocation

2011-Jan-07    Intangibles Valuation - Interview with Mary Adams (notes)

2011-Jan-07    Intangibles Valuation - Notes

2011-Jan-07    Intangibles Valuation - Audio

2011-Mar-30  Establishing Fair Value & Framework for Fair Value

2011-Apr-28   ISO 10668 and Brand Valuations: A Summary for Appraisers

2011-Jun-08    A Single Fair Value! (Full version)

2011-Dec-07   Valuing Hidden Liabilities (+Panel leader)

2011-Dec-10   Demographics

2012-Apr-28   Valuing Intangible Assets by the Cost Approach

2012-Jun-20    The World is Not Flat! An Overview of What US Valuation Practitioners Need to Know About International Business Valuation (with Brandi Ruffalo)

2012-Sep-21   Internet Sauces of Information for Valuators

2012-Oct-19   Valuing Hidden Liabilities

2012-Nov-05  Valuation of Goodwill for Tax Purposes

2013-Apr-24   Business Structure and Corporate Financing

2013-Jun-06    Valuing New Concepts Intangibles

2013-Oct-09   Valuing Hidden Liabilities Workshop

2014-Mar-04  Fair Value for Financial Reporting

2014-Mar-25  Enterprise Cost Management-Avoiding Common Traps

2014-Oct-23   Valuing Hidden Liabilities

2015-May-13  Notice of Jim's award BVWire Global BV News

2015-Jun-09   Supplier Relationships

2015-Nov-25  Valuing Hidden Liabilities

2015-Nov-25  Valuing Hidden Liabilities - Earn Outs