Case Studies | Sample Projects | Publications | Links

Latest News and Events

1-8-2008 Mike Pellegrino authored an article for an upcoming issue in Valuation Strategies Magazine regarding Revenue Ruling 59-60. The article explores the assumptions inherent in methods advocated in 59-60 and how those basic assumptions can distort values materially, especially for guideline company market valuation methods. Stay tuned for a publication of the article in the upcoming months.

11-13-2007 Mike Pellegrino pens an article for the December 2007 Business Valuation Update, published by Business Valuation Resources. The article takes a critical look at the valuation of companies using market approaches, and the consistency of these approaches with the fair market value standard. Click here for a copy of the article.

9-8-2007 Mike Pellegrino is scheduled to speak at the 2007 Purdue University Company Fund Raising Bootcamp on October 8, 2007 on valuation. Hosted by Purdue's Office of Technology Commercialization, Mike joins an esteemed panel of national practioners in the venture capital community to teach about the issues involved with going through the company formation and venture capital process.

7-16-2007 Mike Pellegrino is scheduled to speak at the AngelNet seminar on successful Angel Investing August 1, 2007. The presentation will focus on the basics of valuations, valuation methods, important valuation considerations, and several valuation examples. Click here to learn more about this seminar.

6-16-2007 Mike Pellegrino is scheduled to speak as a panelist for Technpoint's July 2007 New Economy New Rules (NENR) meeting on Indiana's new income tax exemption for patent-derived income described in HB1461. Mike is honored to serve on the panel with state Representative Brian Bosma, District 88; state Senator David Ford, District 19; and Mark Shublak, partner with Ice Miller LLP.

6-4-2007 Mike Pellegrino is is quoted in the June 4, 2007 Indianapolis Business Journal on Indiana's new income tax exemption for patent-derived income described in HB1461. Click here for a reprint of the article.

5-16-2007 Mike Pellegrino speaks at a co-branded webinar between Pellegrino & Associates LLC and Ice Miller LLP on protecting and valuing intellectual property. The program is scheduled for Wednesday, June 13, 2007 from 12:00-1:00 pm. Contact us if you would like to attend.

3-22-2007 Pellegrino & Associates LLC becomes a corporate sponsor of the Indiana Venture Club. Mike Pellegrino, President of Pellegrino & Associates LLC joins the board of the Indiana Venture Club as well for a three year term. Click here for more information on the Indiana Venture Club.

3-06-2007 Mike Pellegrino & Dale Buuck publish major piece on issues with the Venture Capital Method and the valuation of early stage technologies.  Look for it in the May/June 2007 issue of Valuation Strategies Magazine, published by Thomson Tax & Accounting.

2-05-2007 Mike Pellegrino is part of the Indianapolis Business Journal’s 2007 40 Under 40 class.  The 40 Under 40 recognizes outstanding young men and women who have distinguished themselves in the community before the age of 40.  Click here to read Mike’s profile.

1-25-2007 Mike Pellegrino was invited to speak to entrepreneurs at Northeast Indiana’s Innovation Center on early stage technology valuation and strategy.

12-22-2006 Mike Pellegrino presents his talk “The Value in Protecting and Exploiting Intellectual Property and other Licensing Matters,” before Indiana Continuing Legal Education’s 2006 conference on intellectual property transactions.

12-05-2006 Mike Pellegrino presents his talk “Capturing the Value of Invisible Assets” in a seminar co-hosted by Barnes & Thornburg, LLP and Pellegrino & Associates, LLC.

9-28-2006 Mike Pellegrino was invited to speak at the Indiana chapter of the American Society of Appraisers on bioenergy valuations.   The presentation focused on bioenergy revenue, cost, and capital structures and the market's response.

9-25-2006 Mike Pellegrino meets with top officials of tax policy at the United States Treasury Department in Washington D.C. to discuss software valuation standards for under Sections 167, 197, 199, and 263 of the Internal Revenue Code.

7-24-2006 Mike Pellegrino's critical article on the the tax treatment for embedded and internally developed software is accepted for publication in The Journal of Taxation. The piece, titled "Maximizing Favorable Tax Treatment for Software Embedded in Purchased Assets" will be published in the August 2006 issue.  Click here to read the announcement.

7-21-2006 Dale Buuck, MBA joined Pellegrino & Associates LLC as a Senior Valuation Analyst.  Click here to read the announcement.

6-16-2006 Mike Pellegrino lectures to budding entrepreneurs on intellectual property valuation at the Indiana Venture Center.

5-12-2006 Mike Pellegrino was invited to speak before the National Property Tax Group's quarterly meeting in Indianapolis on credible methods for the valuation of embedded software for personal property tax reporting. 
  
4-12-2006 Kevin Knight, MBA joined Pellegrino & Associates LLC as a Senior Valuation Analyst.  Click here to learn
about Kevin's background. 

3-17-2006 Mike Pellegrino was invited to serve on a panel at Techpoint's April 2006 New Economy New Rules (NENR) event on the topic of "Leveraging Intellectual Property to Maximize Your Company's Value".  Click here to learn more about the program and how to attend. 

2-25-2006 Mike Pellegrino was invited to speak at the National Science Foundation's Small Business Innovation Research (SBIR) National conference in Louisville, KY the week of May 15-18.  The title of his presentation will be "How to Value Your Technology."  Click here to learn more about the conference and how to attend.

1-3-2006 Mike Pellegrino publishes guest column on Indiana's new tax legislation for valuing embedded application software for January column for Techpoint

11-29-2005 Pellegrino & Associates LLC is mentioned as one of the only companies in the market providing embedded software appraisal services.   The article, "Leverage Tax Exemptions for Embedded Software," was published in a McLean Report Research Note by Info Tech Research Group, the leading IT analyst firm for mid-sized companies.  Click here to read the article.

10-17-2005 Mike Pellegrino is scheduled to speak about issues in intellectual property valuation at the Indiana Continuing Legal Education Forum's "Business Valuations and Preparations for Sale" seminar on December 20, 2005.  Click here for more information on how to attend.

9-12-2005 Mike Pellegrino is scheduled to speak at the business lunch series at the law offices of Sommer Barnard on the tax treatment of embedded software on November 10.

8-19-2005 Mike Pellegrino's article on the valuation of embedded software is accepted for publication in Valuation Strategies Magazine.  Look for it in their Nov/Dec 2005 issue.

8-15-2005 Mike Pellegrino is accepted as a candidate member of the American Society of Appraisers.

8-6-2005 Mike Pellegrino is scheduled to speak at the August 2005 Techpoint CFO peer group meeting in Indianapolis on the tax treatment of embedded software.  Click here for more information on how to attend.

8-5-2005

Look for Mike Pellegrino's discussion of the tax treatment for embedded software in the "techwatch" column of the October 2005 issue of CFO magazine.


8-4-2005

Mike Pellegrino is scheduled to speak at the Tax Committee meeting for the Indiana State Chamber of Commerce on the tax treatment of embedded software on August 23.

7-28-2005 Mike Pellegrino lectures to budding entrepreneurs on intellectual property valuation at the Indiana Venture Center.

7-25-2005 Mike Pellegrino will be presenting "The Economics of Application Software Embedded in Electrical Manufacturing and Coil Winding Equipment" on October 25 at the Electrical Manufacturing and Coil Winding Conference held in Indianapolis.

7-19-2005 Mike Pellegrino is scheduled to speak at the August 31 Business Breakfast Series at Orchard Ridge Country Club.  Contact us for more details about attending.

7-11-2005 Mike Pellegrino publishes Pro-Speak on Indiana's new tax legislation for valuing embedded application software in the July 2005 issue of Business People Magazine.

6-29-2005

Mike Pellegrino's paper on tax strategies for embedded software was accepted for publication and presentation at the 2005 Electrical Manufacturing and Coil Winding Conference, held in Indianapolis in October 2005.

5-31-2005

Mike Pellegrino is scheduled to speak on intellectual property valuation at the Northeast Indiana Innovation Center on July 20, 2005.

5-14-2005

Mike Pellegrino presents issues in intellectual property valuation to the Vision Angel  Network in Muncie

5-11-2005

Mike Pellegrino shares entrepreneurial lessons with the Greater Fort Wayne Business Weekly newspaper.  Complete article >

4-29-2005

The Indiana General Assembly passes new software valuation legislation as part of HEA1120 Full story >

4-1-2005

Mike Pellegrino speaks at Techpoint's New Economy New Rules Series on valuing intellectual property

3-15-2005

Mike Pellegrino testifies on behalf of new software valuation tax legislation before Indiana State Senate

1-13-2005

Mike Pellegrino testifies on behalf of new software valuation tax legislation before Indiana House of Representatives

1-1-2005

Mike Pellegrino becomes chair of Northeast Indiana chapter of Techpoint, a statewide technology trade organization