The BVTC’s primary goal is to provide participants with information that will serve as a solid foundation for their professional valuation endeavors, whether or not they plan to pursue a designation.

(Available in both live presentation and self-study.) Live course fee: $1,000
(before member and early registration discounts)

Program Content
The cornerstone of NACVA’s training, FT&T is a rigorous two-day seminar on business valuation that provides the basis and framework for subsequent courses. It provides insights into every facet of valuation theory, with hands-on training taking participants from the fundamentals of the valuation process through the advanced techniques in current use.

Learning Objectives
After completing this course participants will be able to:

• Perform a financial analysis of a company as it relates to a
  valuation engagement
• Identify an appropriate valuation approach and method for a given
  valuation purpose
• Match a discount or capitalization rate to the appropriate benefit stream
  under the income approach
• Identify and explain the differences in standards of value and their
  application in a valuation engagement

Delivery Method	Group-Live
Program Level	Intermediate
Advanced Preparation	There will be some advanced preparation work with this course.
Prerequisites	Participants should possess a good understanding of accounting, taxes, economics, finance, and a basic understanding of business valuation fundamentals.
Fields of Study	Accounting	3
	Business Management and Organization	1
	Specialized Knowledge and Applications	13
	Taxes	1
Total CPE Hours		18

(Available in both live presentation and self-study.) Live course fee: $500
(before member and early registration discounts)

Program Content
This fast-paced one-day seminar is the perfect follow-up to FT&T. It builds on the applications of the income and the asset approaches and provides participants with the opportunity to perform numerous calculations using various methodologies for the income and asset approaches. The course uses multiple hands-on exercises that will give participants practical experience in the application of the methods found in the income and asset approaches in valuation engagements.

Learning Objectives
After completing this course participants will be able to:

• Calculate 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 normalizing adjustments and calculate a
  normalized benefit stream
   

Delivery Method	Group-Live
Program Level	Intermediate
Advanced Preparation	Overview
Prerequisites	Participants should possess a good understanding of accounting, taxes, economics, finance, and a basic understanding of business valuation fundamentals.
Fields of Study	Accounting	2
	Administrative Practice	1
	Business Management and Organization	1
	Specialized Knowledge and Applications	4
	Taxes	1
Total CPE Hours		9

(Available in both live presentation and self-study.) Live course fee: $500
(before member and early registration discounts)

Program Content
The market approach is one of the three commonly accepted ways to value a private company. Within this approach there are two primary methodologies: the completed transaction method and the guideline public company method. While similar, these methods vary on the empirical data that is used to generate supportable results.

Learning Objectives
After completing this course participants will be able to:

• Perform the market approach using the completed transaction method
• Perform the market approach using the guideline public company method
• Explain their work in a written narrative
• Utilize these results with other studies to determine the value of a
  private company

Delivery Method	Group-Live
Program Level	Intermediate
Advanced Preparation	Overview
Prerequisites	Participants should possess a good understanding of accounting, taxes, economics, finance, and a basic understanding of business valuation fundamentals.
Fields of Study	Accounting	1
	Specialized Knowledge and Applications	7
	Taxes	1
Total CPE Hours		9

(Available in both live presentation and self-study.) Live course fee: $500
(before member and early registration discounts)

Day Five begins an overview of Mergers and Acquisitions and Litigation Consulting. Case Analysis—Facts to Conclusion wraps up five days of intensive training by providing a comprehensive look at the valuation engagement from start to finish. It begins with the initial request for services directly from potential clients or from referral sources, and progresses from the decision to accept or decline the engagement/project through the
processes of the entire engagement.

Learning Objectives
After completing this section participants will be able to:

• Identify the necessary steps to complete a business valuation
• Locate the necessary data, models, and studies
• Explain the valuation through a business valuation report
• List the critical steps in building a successful valuation practice
• Review and check valuation work against other reports

 

Delivery Method	Group-Live
Program Level	Intermediate
Advanced Preparation	Overview
Prerequisites	Participants should possess a good understanding of accounting, taxes, economics, finance, and a basic understanding of business valuation fundamentals.
Fields of Study	Accounting	4
	Specialized Knowledge and Applications	5
Total CPE Hours		9

 

NACVA’s CTI Business Valuation and Certification Training Center Schedule

Click here for a list of hotel locations, room rates and reservation information.
 

2012 Dates and Locations*
May 7–12	Chicago, IL
June 18–23	Dallas, TX
July 16–21	Atlanta, GA
August 6–11	Denver, CO
August 20–25	Washington, DC
September 10–15	Boston, MA
October 1–6	San Diego, CA
October 22–27	Atlanta, GA
October 29–November 3	Chicago, IL
November 12–17	Philadelphia, PA
November 26–December 1	Ft. Lauderdale, FL
December 10–15	Las Vegas, NV
January 28–February 2, 2013	Park City, UT

*Dates and locations are subject to change. Note: The five-hour CVA/AVA proctored exam is given at all Locations on the Saturday morning following the weeklong training unless prior alternative arrangements have been made by a participant.

Tax, audit, and accounting services practitioners who wish to specialize in a lucrative, non-seasonal consulting niche; merger and acquisition consultants, investment and financial analysts, investment bankers, financial officers, business advisors, accounting and finance professors; in short, anyone who deals with business value in the course of his or her work.

“This course is fantastic!”
—Jacqueline B. Wolpert, CPA, CVA
Skarlatos & Zonarich LLP

“The instructor’s knowledge and insight were particularly valuable.”
—Donald Hilker, CPA, CVA
Mironov, Sloan & Parziale LLP

“Outstanding instructor—this was excellent.”
—William E. Williams, Jr., CPA, CVA
Stegman & Company

“The description of the covered material was only a small indication as to the potential value of the instruction. I was refreshed to witness all the instructors focus on teaching the underlying principals that contribute to development into a professional in the field as opposed to just teaching to pass the test.”
—Darren Mitchell, CPA, Chief Financial Officer, Medical
Management Solutions, LLC

 

Days 1 and 2
Business Valuations: Fundamentals, Techniques & Theory	$1,000
Day 3
BV: Applications and Calculations of the Income and Asset Approaches	$500
Day 4
BV: Case Analysis—Completed Transaction and Guideline Public Comparable Methods	$500
Day 5—Two Parts
Part I: Special Purpose Valuations	$500
Part II: Case Studies in BV—Facts to Conclusion
One-Year NACVA Membership (Practitioner)	$460
Certification Exam, Grading, and Proctoring Fee	$595
Total Retail Cost for Five-Day BVTC	$3,555
Package Price before Discounts	$2,995

BVTC Self-Study

 

Course	Individually Priced	CPE Exam for Self Study
Business Valuations: Fundamentals, Techniques & Theory	$245	$65
BV: Applications and Calculations of the Income and Asset Approaches	$195	$65
BV: Case Analysis—Completed Transaction and Guideline Public Comparable Methods	$245	$65
Special Purpose Valuations	$195	$65
Total if purchased individually	$880	$260

 

CVA/AVA Certification Exam	$595
Package Price for All Five Courses:
Course Materials Only	$795
Materials plus CPE	$995
Materials with CPE and CVA/AVA Exam	$1,495
Shipping fee for materials	$40
Materials with CPE, CVA/AVA Exam, and First-Year NACVA Practitioner Membership ($350 off retail price) plus shipping	$1,865

In addition to the Business Valuation Training Center’s availability in a Self-Study format, NACVA’s Consultants’ Training Institute now offers the BVTC Online in a series consisting of ten webinars. The two-hour webinars are held on consecutive Tuesdays and Thursdays from 12:00–2:00pm eastern time over a five-week period. Purchase the Self-Study materials and attend the entire ten-part webinar series for an additional $600.For additional details, please call Member Services: (800) 677-2009.
 
 * Purchase the Self-Study materials and attend the entire ten-part webinar series for an additional $600.

 

REGISTER NOW! To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com or call Member Services: (800) 677-2009. Click here for the Registration Form to print and fax (PDF).

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

The Consultants’ Training Institute (CTI) 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.