Business Valuation: A Practical Approach to Advanced Issues and Applications
Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®) and Valuation Products and Services
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Program Description |
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Who Should Attend |
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How You Will Benefit |
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Schedule | ||
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What You Will Cover |
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Pricing and CPE | ||
Covering the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application.
What you won't get here is:
Esoteric concepts and applications that few use and even fewer understand
Answers like, “When you look at it this way the answer is XX, but if you look at it that way the answer is XXX?”
Tired answers to your questions, like “It depends”
What you will get is:
This three-day no fluff course is for everyone, whether newly designated, a third-year analyst, or a seasoned veteran.
How You Will Benefit
After completing this course, attendees will be able to:
- Differentiate between the various income approach methods and data inputs
- Articulate the various risk analysis models and applications
- Calculate, select, and adjust valuation market multiples
- Assess the latest S corp court cases and how to use them
- Employ report writing tips
- Differentiate the valuation methods and reconciliation
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- Differentiate between the various income approach methods and data inputs
- Apply best practices and avoid mistakes in the income approach, including discount rates, growth rates, normalization adjustments, capitalized cash flow method, and discounted cash flow method
- Assess how to apply and support probabilistic scenario analyses
- Apply processes to support long-term growth rates
- Demonstrate an understanding of inflation and GDP
- Practice supporting interim growth rates
- Differentiate between the various income approach methods and data inputs
- Apply best practices and avoid mistakes in the income approach, including discount rates, growth rates, normalization adjustments, capitalized cash flow method, and discounted cash flow method
- Assess how to apply and support probabilistic scenario analyses
- Associate case studies and sample reports to best practices
- Demonstrate report writing tips
- Differentiate the valuation methods and reconciliation
- Calculate, select, and adjust valuation market multiples
- Identify best practices in applying the Guideline Company Transactions Method, including the level of reliability
- Locate and select appropriate databases for guideline companies and completed transactions
- Identify best practices and the intricacies in selecting guideline public companies and calculating multiples
- Demonstrate the best way to present tax-affecting
- Review the use of S corp models and the so-called S corp premium
- Summarize the nuances of the IRS S Corp Job Aid
- Assess the latest S corp court cases and how to use them
- Carry out reconciling different values
- Articulate what is “Known or Knowable” and valuation dates
- Identify Subsequent events
- Calculate discount rates
- Determine appropriate adjustments (i.e., premiums and discounts) to be applied to an indicated value
- Assess the effect on S corps
- Assess how to apply and support probabilistic scenario analyses
- Determine the use of government and other economic projections
- Apply business valuation standards, along with the use of calculations
- Describe the BV Standards
- Identify how to calculate engagements
- Identify the AICPA calculations FAQs
- Identify the AICPA subsequent events toolkit
- Apply the various Valuation Products and Services (VPS) DLOM option calculators and other models and templates, including: VPS Restricted Stock Study Quintile Calculator, Black Scholes/Chaffe Calculator, Finnerty Calculator, Ghaidarov Calculators, Longstaff Calculator, QMDM Template, Quantitative Methods Comparison Template, Illiquidity Premium Calculator, and C Corporation Equivalent Dividend Yield Calculator
- Differentiate among the most well-known restricted stock and pre-IPO databases, including: FMV Opinions, Pluris, and Valuation Advisors
- Analyze the various option pricing models, including: Black-Scholes/Chaffe, Longstaff, Finnerty, and Ghairdarov
- Evaluate various analytical methods, including: Wruck; Hertzel and Smith; Bajaj; Abbott; Ghairdarov; Katsanis; LEAPS; NERA CAPM and Mandelbaum-type analyses
- Assess the IRS DLOM Job Aid
- Determine the use of control premiums and minority discounts
- Explain the math and concepts behind control premium/minority discount data
This three-day course is for everyone, whether a first-year analyst, newly designated in the field of business valuation, an analyst with some years’ experience or even a seasoned valuation analyst. This course builds off the concepts taught in NACVA’s Business Valuation Certification and Training Center, covering all the same topics but at a level that will be appreciated proportionate to the depth of one’s foundation of knowledge coming in to it.
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Contact Member/Client Services at (800) 677-2009 with questions or for registration assistance.
| Three-Day Virtual Course Schedule | ||||||
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Early Registration Discounts and Deadlines |
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| Dates | Time | 10% | 5% | |||
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November 29– December 1, 2023 |
9:30 a.m.–5:40 p.m. ET |
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10/31/2023 | N/A | ||
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Non-Member |
Member |
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Three-Day In-Person or Virtual Course (24 Hrs CPE) |
$1,990 |
$1,791 |
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eBook $89 | |
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eBook $35 | |
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Hardcover $169 | |
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eBook $169 | |
| (*Books available during registration. eBooks will be delivered electronically within 2-3 business days.) | ||
CPE Hours
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For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
