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Business Valuation Certification and Training Center

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

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Arrow How You Will Benefit Arrow Dates and Locations
Arrow What You Will Cover Arrow 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
  • 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 
     

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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

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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

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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. 

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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.

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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, 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%
October 30–
November 4, 2017
New Orleans, LA Register Online 8/31/2017 9/30/2017
November 13–18, 2017 Chicago, IL Register Online 9/30/2017 10/31/2017
December 4–9, 2017 Ft. Lauderdale, FL Register Online 9/30/2017 10/31/2017
December 11–16, 2017 San Diego, CA Register Online 10/31/2017 11/30/2017
January 22–27, 2018 Las Vegas, NV Online Registration
Coming Soon
11/30/2017 12/31/2017
April 30–May 5, 2018 Chicago, IL Online Registration 
Coming Soon
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 Monday through Friday, 8:00 a.m.–5:30 p.m.; 
The exam on Saturday starts at 8:00 a.m. Please allow 5 ½ hours for completion depending on transition time in-between questions which does not count towards the total time allowed of five hours.  

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
 
Utlimate MembershipUltimate 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


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