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Massachusetts State Chapter



Chapter President: Lou Pereira
Telephone: (603) 890-6628
E-mail: lou@mbappraisers.com

NACVA MA Chapter Presents

Garth Tebay CPA, CVA, and MAFF
Current Update in Valuations: Essential Updates on Recent Valuation Trends, Techniques, and Opinions

Thursday, October 18, 2018, 8 a.m. – 5 p.m. (Continental Breakfast at 7:30 a.m., Lunch 1:00 p.m.)
Price: $540 – includes all CPE and breakfast, snacks, and lunch.


DoubleTree Westborough
5400 Computer Drive

Westborough, MA
 
Essential Updates on Recent Valuation Trends, Techniques, and Opinions

The primary objective of this interactive course is to deliver training and tools for you to produce a strong, defensible work product that will lead to increased confidence in your opinions. The course provides critical education from the foundation up by revisiting the core body of knowledge for business valuations.
The course incorporates “what’s new” in the valuation industry and relates it to the everyday practical work product. It weaves current and ongoing developments and the essentials outlined in Revenue Ruling 59-60 with a comprehensive understanding of recent valuation trends, techniques, and opinions. It promotes active discussion between the instructor and attendees encompassing a wide range of topics, including:

  • Standards
  • Calculation of Value
  • Personal Goodwill
  • Court cases 2017 – 2018
  • Approaches to valuation – asset, income and market
  • Discount rates – buildup approach, Risk Premium Model, WACC, etc.
  • DLOC and DLOM
  • S Corp and FTE
  • Tax Law Change and effect on valuation

Nevertheless, the instructor will ask at the beginning of the day what topics the group wants to cover and will discuss these specific topics of interest at the program. 


This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to 8 hours of CPE, total 20 hours toward recertification.

How You Will Benefit
After completing this course, attendees will be able to:
·         Determine which state and federal case law precedents guide valuation issues
·         Recognize professional and industry standards
·         Identify changes to tax code, regulations, and court decisions
·         Differentiate between a calculation of value and a conclusion of value
·         Identify various products valuators can offer to their clients
·         Detect size risk, which is considered throughout the entire business valuation process, so as to avoid duplication of risk associated with size
·         Recognize specific considerations in the identification and determination of personal goodwill in business valuations
·         Identify the do’s and don’ts of writing an effective report
·         Recognize how industry standards and any changes will impact your practice
Presenter:
Garth Tebay CPA, CVA, MAFF, CM&AA Managing Partner, Headwaters SC Valuation Services, LLC and Value Defined TM 801 West South Boundary, Suite C Perrysburg, Ohio 43551 P: (419) 865-4478 F: (419) 931-3007 E: gtebay@valuedefined.com
Garth Tebay is a practicing Certified Public Accountant, Certified Valuation Analyst® (CVA®), Master Analyst in Financial Forensics™ (MAFF®), and Certified in Mergers and Acquisition Analyst (CM&AA®) with over 43 years of experience. He is the founder and managing partner of Value Defined™; managing director of Headwaters SC Valuation Services LLC, a business valuation and litigation support firm in Perrysburg, Ohio; and an affiliate board member of Business Growth Alliance, which provides value growth consulting and investment banking services to owners of medium-sized businesses. He is also the managing partner of Tebay & Associates LLC, a full service accounting, tax, and consulting firm in Perrysburg, Ohio.
Mr. Tebay received his bachelor of science in Accounting in 1972 from Findlay College in Ohio. He then received certification as a Public Accountant in 1975. In 1997, he became a CVA, was awarded the CM&AA in 2001, and received certification as a Certified Forensic Financial Analyst in 2008. He is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants® (Tax Division and Consulting Services Division), and the Alliance of Merger and Acquisition Advisors®.
Mr. Tebay is a member of the National Association of Certified Valuators and Analysts™ (NACVA®), through which he is a member of the Education Quality Assurance Board (EQAB), NACVA Standards Committee (provide interpretations and expand upon technical standards), NACVA Training Development Team, NACVA Course Review Committee (dedicated to reviewing NACVA’s substantial curriculum), member of NACVA Mentor Support Group, NACVA Current Update in Valuation Team, and NACVA Speakers’ Bureau, as well as many other local memberships.
Mr. Tebay currently serves on the MPPA Advisory Board at Ohio Northern University. Over the years, he has held offices and served on many boards for local organizations. In May 1983, Mr. Tebay was awarded the Accounting Advocate of the Year Award from the U.S. Small Business Administration. Again, on July 24, 1997, he was awarded the Accounting Advocate of the Year Award for Northwest Ohio by Senator Linda Furney on behalf of the U.S. Small Business Administration. On June 24, 2007, Mr. Tebay was appointed by Ted Strickland, Governor of the State of Ohio, to The Executive Order of the Ohio Commodore. In 2008, he founded Tebay & Associates, LLC. Mr. Tebay’s primary focus within the firm is management consulting services, which includes business valuations, litigation support, and mergers and acquisitions. Prior to founding Tebay & Associates, LLC, he was the founder and managing partner of Tebay Mosley Associates, LLC, a partner at Brell, Tebay, Holt & Dettinger, Inc., and CFO/director of Westhaven Services.
Mr. Tebay and his staff have performed hundreds of valuations since 1980. He has also been qualified as an expert witness in various municipal and federal courts and has given testimony in divorce cases, personal injury cases, lost profits, economic damages, shareholder disputes, and federal bankruptcy court. He is often called upon to consult in various valuation matters and has handled numerous merger and acquisition transactions. In addition, Mr. Tebay has also served as an arbitrator for the American Arbitration Association. 3/2015
As an instructor for NACVA, he teaches: the Current Update on Valuation; the Fundamental Techniques & Theory (FT&T days one and two); and Asset and Income Applications and Calculations Case (day three) at the NACVA Training Centers since 2001. In 2010, Mr. Tebay was formerly Business Valuation Training Center and Current Update in Valuation Content Manager. He was the co-chair for the Valuation Symposium at the 2011 NACVA National Conference. In addition, Mr. Tebay has presented the valuation program for the Internal Revenue Service, the Small Business Administration (SBIC Division), The Korean Valuation Association, presented Forensic Accounting for WhiteCollar Crime to the National College of District Attorneys, wrote instructional materials for NACVA program: Business Valuation Fundamentals for the CPA (2005); co-authored instructional materials for NACVA programs Fundamentals, Techniques & Theory, and Case (2005). He has been recognized with NACVA’s Outstanding Member Award (2005); as well as their Instructor of Exceptional Distinction Award in 2003, 2004, 2005, 2006, 2007, 2008; and Instructor of Great Distinction Award in 2002. In addition to authoring portions of the training curriculum, Mr. Tebay has presented numerous seminars on the topic of business valuations.
 
Driving Directions to DoubleTree

From Worcester: Route 9 East to Computer Drive/Research Drive Exit. Take a right at the first set of lights onto New Flanders Road; bear right onto Computer Drive, head straight through the third set of lights, drive 1/2 miles and the hotel is on the left at the top of the hill.

From Sturbridge: Mass Turnpike (I-90) East to Exit 11A, I-495 North to Exit 23B (Route 9 West) to Computer Drive/Research Drive Exit. Bear right at the end of the ramp, drive 1/2 mile and the hotel is on the left at the top of the hill.

From I-495 North or South: Exit 23B (Route 9 West) to Computer Drive Research Drive Exit, bear right at the end of the ramp. Drive 1/2 mile and the hotel is on the left at the top of the hill.

From Connecticut: Route 84 North to Mass Turnpike (I-90) East to Exit 11A (Route 495), Route 495 North to Exit 23B (Route 9 West) to Computer Drive/Research Drive Exit. Bear right at the end of the ramp, drive 1/2 mile and the hotel is on the left at the top of the hill.


Space is limited - please register early, preferably by e-mail.  See coupon below for information to accompany registration fee.

PLEASE REGISTER BY E-MAIL TO nacva_machapter@dejazzd.com.
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Please return this coupon with your check ($540 per person).  Be sure to include all requested information.

*ALL PAYMENTS MUST BE RECEIVED BY October 9, WITHOUT EXCEPTION. (Please Note: We are unable to accept Credit Cards.)*

Cancellations must be received by 10 a.m., Friday, October 12, to be eligible for refund.
(After clicking on Reply, you may type into this form.)

Please reserve a space at the Current Update in Business Valuations..  

Name: __________________________________

Firm: ___________________________________

Address: ________________________________

City, State Zip: ___________________________________

Tel. __________________ Fax: ______________________  

NACVA Reg. No. ________   E-Mail:____________________________

Amount Enclosed: $__________     

Guest associate 35 yrs. or younger ____________________________________
 
Guest Name:__________________________________

Guest Firm:___________________________________
 
Guest E-Mail:____________________________
 
 

Checks should be mailed to NACVA-MA Chapter
c/o Joan Peterson, Administrator
12845 Old Turnpike Road
Mifflinburg, PA 17844

nacva_machapter@dejazzd.com     413-563-7057
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