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Business Valuation Certification and Training Center

Co-Sponsored by the National Association of Certified Valuators and Analysts®

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

Understanding and applying the generally accepted business valuation methodologies and approaches, and adhering to professional standards that govern the business valuation profession, will put you in a stronger position to better serve your clients.

Gain credibility in the business community and demonstrate competency to the courts by achieving a certification in business valuation.

The Business Valuation Certification and Training Center (BVTC) offered live in cities throughout the U.S., live online, or through self-study, delivers the most comprehensive and complete foundational training teaching to the body of knowledge on how to value private business enterprises. The training prepares attendees to pass any business valuation certification exam offered in the profession; particularly the CVA designation offered by NACVA.

Certified Valuation Analyst^® (CVA^®)
Pathway to the Most Widely Recognized Business Valuation Credential

NACVA's CVA Designation is Accredited by the National Commission for Certifying Agencies® (NCCA®)

NACVA’s Certified Valuation Analyst (CVA) designation is the only valuation credential accredited by the National Commission for Certifying Agencies (NCCA), the accreditation body of the Institute for Credentialing Excellence™ (ICE™). The Institute for Credentialing Excellence’s mission is to promote excellence in competency assessment for practitioners in all occupations and professions. This prestigious recognition differentiates CVA credential holders as having met the most stringent standards in the industry.

How You Will Benefit

After completing this course, attendees will be able to:

Identify the fundamental steps to valuing a business, from beginning to end n Identify an appropriate valuation method within the valuation approaches based on the specific purpose and standard of value for a given valuation assignment
Determine the most appropriate financial analysis of a subject company as it relates to a specific valuation engagement
Identify the foundations of the business valuation analysis process as well as the value drivers that support a subject company’s value
Recognize the differences in the various standards of value for businesses and the nuances of their application in a business valuation engagement

What You Will Cover
Days 1 and 2: Business Valuations—Fundamentals, Techniques & Theory (FT&T)

Structure the elements of a valuation engagement from financial and operational analysis through to a conclusion of value
Analyze financial and operational information for a business entity as it relates to a valuation engagement
Differentiate the methods found in the three approaches to valuation—Asset, Income, and Market, and determine when it is appropriate to use each approach
Identify methods and data sources for developing discount and capitalization rates
Determine appropriate adjustments (i.e., premiums and discounts) to be applied to an indicated value
Employ professional standards for the development and reporting of a valuation/calculation engagement

Day 3: Business Valuations—Applications and Calculations of the Income and Asset Approaches

Determine a value using the Adjusted Net Asset Method under the Asset Approach
Determine when it is appropriate to use a Capitalization of Single-Period Earnings Method vs. Discounted Future Earnings Method under the Income Approach
Identify appropriate normalization adjustments to apply to a business entity’s balance sheet and income statement
Calculate a normalized benefit stream under the Income Approach

Day 4: The Market Approach—Exploring the Pricing Component

Recognize the theory behind the Market Approach including its rationale, standards of value, main methods, and governing principles.
Identify the key challenges in the application of the Market Approach and explain the current best practices used by valuation practitioners in overcoming and/or minimizing these challenges.
Determine when the use of the Completed Transaction Method and/or Guideline Public Company Method is appropriate under the Market Approach.
Identify the steps in selecting guideline companies and completed transactions relevant to the Subject Company.
Describe the most commonly used valuation multiples, their corresponding drivers, and applicability depending on what level of value is being sought.
Explain the process of adjusting valuation multiples to account for differences in size, growth, and business risk.

Day 5: Valuation in Action—Case Studies: Applying the Principles and Techniques

Identify the key challenges, requirements, and nuances in conducting a valuation analysis for various special purposes.
Identify the steps in the analysis and valuation of a company in a typical valuation engagement.
Apply the three main valuation approaches—Assets, Income, and Market in a live case.
Describe the key sections of a valuation report and how to connect the narrative to the quantitative analysis.
Explain the process of reconciling the different indications of value in the valuation analysis.

Day 6: CVA Proctored Exam

The online five-hour proctored exam is given at all locations on the Saturday morning following the training.

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Credentialing Resources

Online CVA Case Study Report Writing Clinic
Case Study Research Package
60-Day Trial Subscription to KeyValueData®
60-Day Trial Subscription to Business Valuation Manager™ Pro (BVM Pro) and Business Valuation Report Writer™ (BVRW)
Exam Q&A Study Guide

Click here for more information on the Credentialing Resources available

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Who Should Attend

CPAs and financial consultants who wish to specialize in a non-seasonal consulting niche; employees of companies whose business plan includes growth/change via acquisitions and/ or divestitures; and anyone else who deals with business value in the course of his or her work.

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Business Valuation Certification and Training Center Faculty

NACVA’s CTI Business Valuation and Certification Training Center Schedule

To register, click on date or location below or call Member/Client Services at (800) 677-2009.

		Early Registration Discounts and Deadlines
Dates	Location	10%	5%
August 21–26, 2017	Atlanta, GA	6/30/2017	7/31/2017
September 11–16, 2017	Washington, DC	7/31/2017	8/31/2017
October 2–7, 2017	Salt Lake City, UT	7/31/2017	8/31/2017
October 16–21, 2017	Philadelphia, PA	8/31/2017	9/30/2017
October 30–November 4, 2017	New Orleans, LA	8/31/2017	9/30/2017
November 13–18, 2017	Chicago, IL	9/30/2017	10/31/2017
December 4–9, 2017	Ft. Lauderdale, FL	9/30/2017	10/31/2017
December 11–16, 2017	San Diego, CA	10/31/2017	11/30/2017
January 22–27, 2018	Las Vegas, NV	11/30/2017	12/31/2017
April 30–May 5, 2018	Chicago, IL	2/28/2018	3/31/2018

Live online broadcast from this location is also available. Visit the Online Learning page for details and registration.

Dates and locations subject to change.

This course is paperless. 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

Non-Member Package Pricing (Before Early Registration Discount)
Days 1 and 2 (18 Hrs CPE)	$1,200
Day 3 (9 Hrs CPE)	$600
Day 4 (9 Hrs CPE)	$600
Day 5 (9 Hrs CPE)	$600
First-year NACVA Membership	$495
CVA Certification Exam	$595
Live Option Package: Five-day training, plus First-year NACVA Membership, and CVA Certification Exam ($600 off retail price) (45 Hrs CPE)	$3,490
Package Price after 10% Early Registration Discount	$3,141

Ultimate Membership—Includes unlimited training, membership dues, and recertification fees. $335 per month. Click here for details.

CPE Hours

Delivery Method	Group-Live
Program Level	Intermediate
Advanced Preparation	There will be some advanced preparation work with this course.
Prerequisites	Attendees should possess a good understanding of accounting, taxes, economics, finance, and a basic understanding of business valuation fundamentals.
Fields of Study	Accounting	10
	Business Law	2
	Business Management & Organization	5
	Economics	4
	Finance	10
	Management Services	8
	Taxes	6
Total CPE Hours		45

Earn an additional two hours of CPE with attendance at the optional study groups on Tuesday and Thursday evenings. For more information regarding CPE, Program Levels and Fields of Study please click here.

Self-Study Pricing

Course	Individually Priced	CPE Exam
Business Valuations—Fundamentals, Techniques & Theory (12 Hrs CPE)	$345	$85
BV—Applications and Calculations of the Income and Asset Approaches (12 Hrs CPE)	$195	$85
The Market Approach—Exploring the Pricing Component (8 Hrs CPE)	$295	$85
Valuation in Action—Case Studies: Applying the Principles and Techniques (8 Hrs CPE)	$195	$85
Total if Purchased individually	$1,030	$340
CVA Certification Exam, Grading, and Proctoring Fee	$595


Package Price for All Self-Study Courses
Course Materials Only ($135 off retail price)	$895
Materials Plus CPE ($225 off retail price) (40 Hrs CPE)	$1,145
Materials with CPE and Exam ($320 off retail price) (40 Hrs CPE)	$1,645
Materials with CPE, Exam, and First-year NACVA Practitioner Membership ($465 off retail price) (40 Hrs CPE)	$1,995

On-Demand Video Series
In addition to the BVTC’s availability in a self-study format, the Consultants’ Training Institute also provides instructor-led training through an on-demand video series. This video series is designed to complement the self-study material and consists of a full, video-recorded BVTC led by our esteemed faculty of valuation practitioners. The video series includes recordings of all five days of actual BVTC course lectures, including class interaction, questions, and discussions that ensue. This is a perfect way to enhance one’s understanding of the self-study materials by “watching” an actual BVTC at your own convenience.
BVTC On-Demand Video Series . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . $650

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