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Indiana State Chapter



Chapter President: Paul Wonch
Telephone: (317) 408-8710
E-mail: pwonch@wonchvaluation.com 


Our last meeting of 2018 will be on Thursday, December 6, 2018.
 
I expect this meeting to be one of our best ever when it comes to sharing ideas about business valuation.
 
Please remail Paul Wonch at pwonch@wonchvaluation.com to register
 
The meeting will be held in Indianapolis at the Indiana Wesleyan North Facility at 3777 Priority Way South Drive, Indianapolis, IN 46240 on the second floor in Room #200. It is the mirrored building visible from the north central part of Route 465 that says Indiana Wesleyan University. This is a different location from where we have been recently, but one we have used in the past.
 
Sign-in will begin at 10:00amwith the meeting officially starting at 10:30am.  The meeting is expected to run until 4:00pm.  Lunch will be provided.We will have a reception following the event at a location to be announced. The agenda for the meeting is attached to this email.
 
We will have two presentations and a Case Analysis in Person. The two presentations will be panel discussions covering selected valuation questions taken from the book A Consensus View – Q&A guide to Financial Valuation by national experts, Hitchner Pratt & Fishman. Session One will cover the Income Approach & Cost of Capital/Rates of Return. Session Two will cover Discounts and Premiums & Business Valuation Standards and Ethics. I will facilitate a panel of three Indiana BV experts (Lisa Isenbarger, Bret Brewer, and Brad Minor) addressing what Hitchner Pratt and Fishman have to say about each question.  Attending members will be encouraged to participate and ask questions.
 
Please bring a check to the meeting for $75 made out to NACVA Indiana State Chapter to help cover costs.
 
Additional Info:
 
   CPE? Yes.  Attendees will receive 5 CPE credits for attending the meeting.  We will have attestation forms for you to complete at the meeting to be sent to NACVA and for your records.
 
   Case Analysis in Person?  Yes! The case analysis qualifies for points counting toward recertification.  If you would like to take advantage of this, please bring a check for $150 made out to NACVA to cover the fee for this.  Otherwise please be prepared to discuss the case but you will not get additional recertification points for it.
 
   Address and Phone Number-
 
Indiana Wesleyan University – Indianapolis North Facility
3777 Priority Way South Drive (2nd fl. room #200)
Indianapolis, IN 46240
            317-818-4851
 
If you have any problems you can call my cell at 317-408-8710 
 
Hope you can attend.
 
Best regards,
 
Paul Wonch, MBA, CPA/ABV, CVA, MAFF
Wonch Valuation Advisors, LLC
3905 Vincennes Road, Suite 303
Indianapolis, IN 46268
Work (317) 471-3564
Cell (317) 408-8710