AVW In-Depth

February 9, 2026 | Getting Personal with Personal Goodwill 

Program Description
This course will provide an in-depth examination of personal and enterprise goodwill. The presenters will define each type of intangible asset, explain how they differ, and offer practical frameworks to help attendees navigate these nuanced concepts.

Attendees will review recent court cases involving personal and enterprise goodwill in both tax and marital litigation. Key judicial decisions will be reviewed to highlight the factors courts considered as well as those they did not.

Also, the course will cover valuation methodologies used to calculate personal and enterprise goodwill. Attendees will compare the Multi-Attribute Utility Model (MUM) with the "With and Without" method, among others. Special focus will be placed on how non-compete agreements impact the valuation of personal goodwill and the controversial issue of whether the personal goodwill of other owners can be attributed to the litigating party.

The presentation will examine how and where personal goodwill is incorporated into fair market value, such as the use of key person discounts, and the presenters will identify areas where personal goodwill may be double counted.

Real-world case studies will be used throughout the course to illustrate key principles and valuation approaches.

How You Will Benefit
After completing this session, attendees will be able to:

• Identify the benefits of dividing goodwill between personal goodwill and enterprise goodwill for tax and marital dissolution purposes
• Distinguish goodwill from other intangible assets
• Recognize and understand the factors indicating personal goodwill or enterprise goodwill
• Employ the methods used to calculate personal and enterprise goodwill

Who Should Attend
Business valuators, family law and tax attorneys, tax professionals, forensic accountants, testifying experts

Presenters
Mark Hand, David Harkins

Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.

Date		Time
February 9, 2026		4:00–6:00 p.m. ET		10% Early Registration Discount Available Through  1/31/2026

March 16, 2026 | IPEV Guidelines in a Nutshell: Best Practices for Portfolio Valuations

Program Description
The valuation of startups and early-stage companies presents unique challenges due to their high growth potential, limited financial history, and evolving business models. The International Private Equity and Venture (IPEV) Capital Valuation Guidelines provide a globally recognized framework to ensure consistency, transparency, and fair value measurement in private market valuations.

How You Will Benefit
After completing this session, attendees will be able to:

• Recognize the IPEV Valuation Guidelines and understand their role in private equity and venture capital valuations
• Use fair value measurement for startups and implement the guidelines to help navigate valuation complexities in early-stage companies
• Select appropriate valuation methodologies and know when to use market multiples, discounted cash flow, or probability-weighted expected return models
• Identify challenges in startup valuation and learn how to handle limited financial data, adjust for risk factors, and align with market participant perspectives
• Analyze practical applications and case studies, looking at real-world examples demonstrating the use of IPEV-compliant valuation techniques

Who Should Attend
This session is designed for business valuation professionals, investors, auditors, and finance professionals involved in startup valuations.

Presenter
Cagdas Gurpinar

Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.

Date		Time
March 16, 2026		4:00–5:00 p.m. ET		10% Early Registration Discount Available Through  2/28/2026