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Advanced Valuation: Applications and Models Workshop

Consultants' Training Institute
Co-Sponsored by the National Association of Certified Valuators and Analysts® 

Arrow Program Description Arrow Who Should Attend REGISTER NOW
Arrow How You Will Benefit Arrow Dates and Locations
Arrow What You Will Cover Arrow Pricing and CPE

This workshop is based on the new 2017 editions of Jim Hitchner’s Financial Valuation Applications and Models and Financial Valuation Workbook. The workshop includes an in-depth case study and detailed report which will take you to a new, advanced level of understanding business valuation and provide practical tools, data, and models attendees can use immediately in their practice. Taught by a team of nationally recognized valuation analysts, the instructors collaborate with attendees to share the most effective valuation procedures and real-world applications in the field of financial valuation. The instructors teach the theory, but also demonstrate how to apply the theory and appropriate models.

How You Will Benefit

After completing this workshop, attendees will be able to:

  • Apply data from the Duff & Phelps Valuation Handbook—Guide to Cost of Capital
  • Prepare a new supportable method for reconciling the use of D&P data in the Modified Capital Asset Pricing Model and the Build Up Model
  • Discuss the Pepperdine Private Capital Markets Project
  • Avoid mistakes and apply best practices in the income approach, including: discount rates, growth rates, normalization adjustments, Capitalized Cash Flow Method, and Discount Cash Flow Method
  • Recognize the intricacies of the Guideline Public Company Method
  • Distinguish the levels of reliability in using the Guideline Company Transactions Method
  • Recognize the technical accuracy and credibility of a valuation analysis with checklist
  • Recognize a "biased" valuation, including the use of a "bias scorer" checklist
  • Cite the use of control premiums and minority discounts
  • Apply business valuation standards, along with the use of calculations which includes two up-to-date calculation reports
  • Use a supportable simple model for valuing S Corps

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What You Will Cover
Day 1: Advanced Income Approach, Cost of Capital, and Report Writing
  • Articulate the various risk analysis models and applications
  • Differentiate between the various Income Approach methods and data inputs
  • Identify advanced cost of capital techniques and data sources
  • Apply processes to support long-term growth rates
  • Implement best practices
  • Identify how to avoid making mistakes in the Income Approach
  • Detect bias using a "bias scorer" checklist
  • Develop a process for ensuring technical accuracy
  • Review of the latest S Corp techniques
  • Review a detailed case study and report

Day 2: Advanced Market Approach, Control Premiums, Report Writing, and Calculations
  • Identify best practices in selecting guideline public companies
  • Calculate, select, and adjust valuation multiples
  • Identify best practices in applying the Guideline Company Transactions Method including the level of reliability
  • Explain the math and concepts behind control premium/minority discount data
  • Reconcile and support a final value
  • Review a detailed case study and report
  • Review two calculation reports
  • Review of the new VPS Discount for Lack of Marketability Guide
Who Should Attend

Those who have attended the Business Valuation Certification and Training Center or attended additional, higher-level courses. This is a workshop for seasoned practitioners.

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Advanced Valuation: Applications and Models Workshop Faculty



To register, select the date and location you'd like to attend and click the "Register Online Now" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
 
      Early Registration Discounts
and Deadlines
Dates Location   10% 5%
November 1–2, 2017 New Orleans, LA REGISTER NOW 8/31/2017 9/30/2017
December 13–14, 2017 San Diego, CA Online Registration 10/31/2017 11/30/2017

 Live online broadcast from this location is also available.

This course is from 8:30 a.m.–5:15 p.m. each day

This workshop is paperless (except printed book and workbook).  Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access.  The CTI will provide electric power and Internet access, but will not provide laptops.  Attendees are encouraged to bring their own mobile wireless modem or hotspot device.

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Pricing (Before Early Registration Discount) Non-Member Member
Two-day Workshop (16 Hrs CPE) $1,200 $1,080
     
Required Book and Workbook (Price added to registration fee)    
Financial Valuation Applications and Models, Fourth Edition and Financial Valuation Workbook, Fourth Edition
$175 $175
 

CPE Hours
Delivery Method Group-Live
Program Level Advanced
Advanced Preparation None
Prerequisites Accredited practitioners with good knowledge of topic and experience in the field.
Total CPE Hours   16

For more information regarding CPE, Program Levels and Fields of Study please click here.             

Advanced Discounts and Premiums Self-Study Course
The Advanced Discounts and Premiums self-study course provides an elemental review of the currently accepted theory underlying the application of discounts and premiums as discussed in the Business Valuation Certification and Training Center. This elemental review then turns to a detailed analysis of recent and current developments affecting the proper use and measurement of discounts and premiums. The developments addressed within the course include cuttingedge theoretical advancements set forth by some of the profession's brightest, including, among others, Mercer, Abbott, Pearson, Longstaff, Bajaj, and Hall. Optional CPE exam qualifies for 11 QAS CPE credits. Click here for more information and to purchase.

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