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BV Fundamentals for CPAs and Other Business Advisors 5-part Series

Business Valuation

 BV Fundamentals for CPAs and Other Business Advisors 5-part Series
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group-Internet-Based
CPE Credits: Two (2) hours per webinar; Ten (10) hours for all five webinars
Fields of Study: Specialized Knowledge & Applications
Item Number: 11OBVRW3902
Shipping Weight: 0lbs. 0oz.
Price: $550.00
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Program Description

The competitive nature of today's business climate, combined with the expanding needs of business enterprise, place upon the business advisor daunting challenges to provide the best tax, accounting, and advisory services possible—a challenging task to say the least. They must wear multiple hats, and even if one's focus is purely tax, accounting, or both, business owners expect counsel on how to improve performance by shaving costs, increasing revenues, and growing company value.

Nowadays, it is common knowledge that the most substantial asset in a business owner's portfolio is likely the business itself. And it stands to reason that growing its value translates into a more comfortable retirement. Every business advisor should have basic training in the fundamentals of valuing business enterprises. Even if you don't intend to specialize in this area, this training is crucial to being a solid and valued business advisor.

Part 1—Introduction to Business Valuation and Understanding the Engagement

Part 2—Financial Statement Analysis—Getting the Story Behind the Numbers

Part 3—Valuation Approaches—The Nuts and Bolts: The Income Approach

Part 4—The Completed Transaction and Guideline Public Comparable Methods

Part 5—Valuation Discounts and Premiums—The Plusses and Minuses of Value

This webinar series does not replace any of the requirements for achieving the Certified Valuation Analyst® (CVA®) credential. It will however enhance preparation for any valuation credential.

Learning Objectives

After completing this webinar, attendees will be able to:

- Outline the fundamental steps to valuing a business; from beginning to end
- List the cornerstones of the business analysis process; or the drivers of company value
- Identify and utilize key resources in order to improve profit margins and grow company value
- Articulate how business valuation can be a valuable consulting service for clients

Who Should Attend

The ideal candidates for this course are CPAs, PAs, CFOs, business consultants, attorneys, and bankers. Advisors to businesses who have a background in accounting and finance will also benefit greatly.


Marc Bello, CPA, ABV, CVA, MAFF, MST
Mr. Marc Bello is a Partner at Edelstein & Company LLP. Mr. Bello specializes in performing business valuations in the context of marital dissolution, financial reporting, gift and estate taxation, dissenting shareholder actions, and stock options. He also works extensively providing litigation support services as an expert witness in the areas of valuation, forensic accounting, lost profits, business interruptions, economic damages, and taxation.

He is currently serving as the chair of the Executive Quality Assurance Board. He is a past chair of the Executive Advisory Board and the Valuation Credentialing Board for the National Association of Certified Valuators and Analysts™ (NACVA®). He currently serves on the Family Law Curriculum Advisory Committee for Massachusetts Continuing Legal Education.

Carl Lloyd Sheeler, Phd, CBA, CVA
Dr. Sheeler has been a full-time valuation/damages expert for 20+ years having testified 165 times and completing 1,000+ engagements for tax, transfer, transaction and dispute purposes from early stage to 10-figure businesses. He has published and presented authoritative treatises 300+ times for the legal, tax, banking, finance, insurance, wealth/business advisory and valuation professions. He sits on national valuation, university, for- and non-profit boards. He is a director and group global leader for valuation/advisory and litigation support services at Berkeley Research Group, LLC, a 650+ staff firm where he identifies, measures, manages, and mitigates risk for public and private companies.

Specialization includes trust and estate-/tax-related equity transfers and litigation; ESOPs; family offices/businesses; private equity/venture capital investment optimization; fairness opinions; M&A/divestures; valuation discounts; board governance & strategy; class action, dissenting/oppression shareholder, partner, breach of duty; economic loss; IP/intangible asset disputes in federal/state courts.

Bill Murphy, CPA, PFS, CVA, ABV
Mr. Bill Murphy is presently a Consulting Principal in Murphy, McClary, Stover, & Burnett, LLC, which was formed July 1, 2007. The firm emphasizes providing tax and financial services to corporations and professional practices in the state of Indiana. Mr. Murphy has appeared as an expert witness in numerous cases involving marital and business disputes and has lectured extensively on valuation and tax issues for the National Business Institute, Professional Education Systems, Inc., Indiana Continuing Legal Education Forum, Indiana CPA Society, American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts, as well as for other local continuing educational programs. He serves as the Chairman of the Ethics Committee for the Indiana CPA Society.

Mr. Murphy is a Registered Representative with NASD Series 6 and Series 7 Registration and holds an Insurance License. Prior to Mr. Murphy's merger with Murphy, McClary, Stover, & Burnett, LLC, he was the owner of the firm Murphy & Company, P.C. Mr. Murphy was the former Director of Entrepreneurial and Tax services and was the majority Shareholder. Mr. Murphy was a former director with the Indiana Attorney General's Office. He has been a lecturer on the accounting faculty at the University of Indianapolis and Marion College, which are located in Indianapolis, Indiana. Mr. Murphy has also been appointed to and currently serves on the Butler University Board of Visitors for the School of Business. Mr. Murphy graduated from Butler University with honors in 1973. Admitted to practice as a Certified Public Accountant in the state of Indiana on December 7, 1977. Mr. Murphy has been associated with both local and national CPA firms with involvement and specialization in taxation, auditing, and small business development.

Jason Pierce, CPA, CMA, CFM, CVA, MAFF
Mr. Jason Pierce is retained by attorneys and organizations to perform business valuations and forensic accounting in cases of divorce, gift and estate planning, ESOPs, financial reporting, shareholder disputes, damages, wage claims, loss and fraud investigations, fiduciary violations. Prior to joining the firm in 2010, Jason was a partner in an Anchorage CPA firm and a valuation manager for an RSM McGladrey network firm.

Tammy Richards, CVA, CMAP
Ms. Tammy Richards joined Country Business, Inc. (CBI) in July 2011. CBI is a business brokerage firm with 13 offices throughout New England and Eastern Canada that specializes in the sale of privately held businesses.

Prior to joining CBI, she was employed at Pieciak & Company where she focused primarily on providing business valuations for use in succession planning, estate and gift tax filing, purchase/sale transactions, divorce and shareholder disputes. Ms. Richards has completed business valuations in various industries including manufacturing, wholesale/retail distribution, retail, investment management, and real estate holding vehicles.

Prior to joining Pieciak & Company, Ms. Richards spent eight years working at Citigroup in New York where she held various positions within the investment banking division. She spent five of those years in the Acquisition Finance Group working closely with private equity firms in valuing and financing their leveraged buyouts of middle market and large-cap companies via syndicated bank loan and high yield bond transactions. Ms. Richards spent the following three years as Vice-President in the Global Loans Portfolio Management Group where she managed a portfolio of highly leveraged corporate loans retained by Citigroup.