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On an annual basis, the AICPA Partners with state society organizations that offer courses in Business Valuation training. In addition to the 3-day ABV Exam Review Course, below is a description of the training scheduled for 2008.
BVRL - Small Business Valuation: A Real Life Case Study
Join with other experienced valuation professionals in a case study discussion of an actual engagement prepared by one of the today’s leading valuation professionals. Based on an actual engagement, participants will review each key decision made in the engagement.
The engagement arises from a marital dissolution involving a closely-held high-tech company. The company is a premarital asset that needs to be valued as of two dates when the company was growing at different levels in an industry that changed dramatically. Valuation issues include choosing approaches, methods and even SIC codes. Examine how financial analysis, industry factors, compensation, data sources, capitalization rates and other key factors are handled.
Objectives:
· Understand how other professionals make those subjective judgments on theoretical and practical matters frequently arising in the course of small business valuation
· Identify the documentation necessary to support the valuator's conclusion
Highlights:
· Walk through the steps of a valuation using the market and income approaches
· Address the standard of value, company history, general economic and industry data
· Analyze and adjust financial statements and compensation
· Find data sources for staffing and compensation, guideline company, merger and acquisition, and restricted stock studies
· Calculate premiums, discounts, and capitalization rates
· Examine the justification for purchase test and reconciliation of values
· Identify the underlying working papers to adequately document the engagement staff's work
Who Will Benefit: Practitioners with prior business valuation experience
Prerequisite: Moderate business valuation experience
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Level: Intermediate |
CPE Credit: 8 hours (Now accepted for CMA and CFM continuing education credit)
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Type: ID or Seminar |
Area of Study: Consulting Services
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Schedule:
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Date |
Location |
Instructor |
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7/31/2008 |
Roseland, NJ |
Robin Taylor |
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8/15/2008 |
Birmingham, AL |
Keith Sellers |
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8/20/2008 |
Oklahoma City, OK |
Robin Taylor |
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8/27/2008 |
Des Moines, IA |
Scott Miller |
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10/14/2008 |
Charlotte, NC |
Mark Zyla |
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10/28/2008 |
Cleveland, OH |
Ron DiMattia |
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10/29/2008 |
Cincinnati, OH |
Ron DiMattia |
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11/7/2008 |
Seattle, WA |
Neil Beaton |
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12/1/2008 |
Indianapolis, IN |
William Murphy |
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12/3/2008 |
Denver, CO |
Ronald Seigneur |
To register, please visit the respective state society's Web site. Click here.
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