Students learn about professional responsibility, IRS rulings and procedures (long considered the most important foundational information affecting the profession), engagement planning, financial analysis, industry and economic research, forecasting, and preliminary appraisal drafting.

Day 1
• Overview of business appraisal—contexts in which it operates
• Presentation of IRS rulings and procedures plus the ins and outs of Revenue Ruling 59-60
• IBA and other organization standards and ethics
• Guided learning through one of the profession’s leading texts, with a focus on best practices
• Financial statement analysis, the most critical analytical element of business appraisal


Day 2
• Practice management and development, including marketing, referrals, communications with prospects and clients, and engagement planning
• Initial stages of engagement practice, including how to gather appropriate information and documents
• Management interview and site visit
• Planning the report
• Continued review of text material and financial analysis

Day 3
• Economic and industry analysis
• Subject company analysis
• Analyzing and adjusting financial statements
• Class example of company financial analysis

Day 4
• Company financial analysis, working as a class enabling a “share the wealth” philosophy
• Forecasting: the class works a forecasting example together
• Individual analytical work—students work independently on financial statement analysis and adjustments, as well as income forecasting for a subject company
• Appraisal report writing

Business appraisers, CPAs, CVAs, AVAs, ABVs, ASAs, CFAs, CFOs, business consultants, investment bankers, business brokers, financial analysts, M&A professionals, and attorneys.

Call (800) 677-2009 for forthcoming dates

2010 Package Pricing
(Before early registration discounts.)...........Non-Member.............Member
Four–Day Course.......................................$1,800....................$1,600

For more information regarding refund, complaint, and/or program cancellation policies, please call our director of Member Services: (801) 486-0600.

The Institute of Business Appraisers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: http://www.nasba.org/