Massachusetts State Chapter
Chapter President: Nell Usta
Telephone: (617) 241-1387
NACVA MA Chapter Presents
Due Diligence & the Expansion of Services:
Are you Getting the most out of your valuation practice?
Anja Bernier, CBA, CVA
Karen Boulay, CPA, CVA, CFE
Thursday, January 18, 2018, 8:00 a.m. - 12:00 p.m.
(Breakfast at 7:30 a.m.)
5400 Computer Drive
4 CPE Credits
$95 per person
»Note: You may bring one associate from your firm who is 35 years old or younger for FREE!
Join us for this half day seminar. We will be delving into the worlds of effective due diligence and the expansion of services to increase billings, as described below.
*Special Section*: We will be including an hour for valuator questions. Bring questions from your own experiences and we will capitalize on the wealth of knowledge of everyone in the room. Be prepared for helpful information and tips on those issues you have been struggling with and hear other practitioner war stories from their own experiences. Don’t be shy; the MA-NACVA is here to help all practitioners grow and learn!
Keys to Effective Due Diligence. Analyzing a company’s financials is certainly a good way to get an initial understanding about the business and its potential value. However, there is a lot more to a thorough analysis of a business than just its financials. By restricting the analysis mostly to numbers, an appraiser can miss a lot of key value, or risk drivers. This presentation will walk you through the 14 different areas typically covered during a thorough due diligence process, with Financials/Tax/Accounting being just one of them. The objective is to sensitize you to areas where potential issues may hide and highlight areas that you and your clients can prepare for ahead of time to ensure a smooth process. The audience is invited share their own due diligence war stories during the presentation.
Increasing your billing by expanding the scope of your services!
Are you currently not doing valuation work full-time but wish you were? Are you supplementing work with tax and financial statements and want to expand more into consulting? This portion of the presentation will help you with tried and true out-of-the-box ideas for expanding your services. Examples include an overview of the different kinds of appraisal reports or opinions of value that a business appraiser may be asked to perform, and what scope, pricing, and definitions of limitations that might be appropriate for specific situations. The presentation will also cover exit planning related services an appraiser could add to his or her services in order to increase billings. The economy, the industry and frankly, the world are changing; are you?
ABOUT THE SPEAKERS
Anja Bernier, Managing Director of Efficient Evolutions™ LLC, is an experienced company sale and company acquisition advisor to small and medium sized businesses, individual investors and private equity firms. She is also a Certified Business Appraiser (CBA) and a Certified Valuation Analyst (CVA). Prior to starting Efficient Evolutions™ in 2005, Anja spent over a decade working in Marketing, Business Development and Corporate Strategy for some of the world’s leading consumer goods companies, such as Kraft Foods and Dannon (DANONE). While reporting directly to the CEO of a privately-owned, multi-billion dollar European company, Anja had the sole responsibility for establishing a US subsidiary which involved intensive M&A work. She is sought after as a speaker at national and international conferences and is a guest lecturer on Mergers & Acquisitions, International Business and Entrepreneurship at top business schools such as Boston University. Publications like Inc. Magazine and a variety of business radio shows have repeatedly interviewed her.
KarenBoulay, CPA, CVA, CFE is a tax, valuation and forensic specialist in the Commercial Services Department of Melanson Heath. She is a Certified Public Accountant licensed in New Hampshire as well as a Certified Valuation Analyst and Certified Fraud Examiner. Karen consults with clients regarding valuation and forensic engagements, M&A work and has consulted on multiple merger deals. In addition, Karen has extensive experience providing individual and corporate income tax planning and review, business development, business management and consulting services.
Ms. Boulay has been in public practice for 18 years. She is an adjunct professor with the University of Phoenix and Southern NH University, teaching managerial accounting, forensic accounting, and financial reporting. Ms. Boulay received her Bachelor Degree in Business Studies with a concentration in Accounting in 2001 and her Master of Business Administration in 2006 from Southern New Hampshire University. Ms. Boulay holds membership in the American Institute of Certified Public Accountants, the New Hampshire Society of Certified Public Accountants, the Association of Certified Fraud Examiners and the National Association of Certified Valuators and Analysts (NACVA). She is past Chair of the National Valuation Credentialing Board (VCB) for NACVA. Ms. Boulay is currently Vice President of the Nashua West Rotary Club and serves on the board of the Penacook Assisted Living Foundation.
**Driving Directions to DoubleTree
From Worcester: Route 9 East to Computer Drive/Research Drive Exit. Take a right at the first set of lights onto New Flanders Road; bear right onto Computer Drive, head straight through the third set of lights, drive 1/2 miles and the hotel is on the left at the top of the hill.
From Sturbridge: Mass Turnpike (I-90) East to Exit 11A, I-495 North to Exit 23B (Route 9 West) to Computer Drive/Research Drive Exit. Bear right at the end of the ramp, drive 1/2 mile and the hotel is on the left at the top of the hill.
From I-495 North or South: Exit 23B (Route 9 West) to Computer Drive Research Drive Exit, bear right at the end of the ramp. Drive 1/2 mile and the hotel is on the left at the top of the hill.
From Connecticut: Route 84 North to Mass Turnpike (I-90) East to Exit 11A (Route 495), Route 495 North to Exit 23B (Route 9 West) to Computer Drive/Research Drive Exit. Bear right at the end of the ramp, drive 1/2 mile and the hotel is on the left at the top of the hill.
To: NACVA MA Chapter
c/o Joan Peterson, Administrator
12845 Old Turnpike Road
Mifflinburg, PA 17844-8009
** Payment must be received prior to January 8. Cancellations by January 12, 10 a.m. NO refunds after that date. Unfortunately, we can not accept credit cards.
Please reserve a space for me at the Seminar on January 18, 2018. Send a check in the amount of $95.
(Name for Badge, if different)
City, ST, Zip
NACVA Chapter Affiliation State
NACVA Member No.
"Under 35" guest name