Business Valuation Certification and Training Center
Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)
 |
Program Description |
|
Who Should Attend |
 |
|
|
|
How You Will Benefit |
|
Schedule | ||
|
|
What You Will Cover |
|
Pricing and CPE | ||
Complete and Comprehensive Training on How to Value Private Business Enterprises
Can you confidently advise your clients if they came to you faced with these issues?
- An opportunity arises to sell or merge the business
- They are faced with transitioning the business to family members or other partners
- They are looking to expand the business and need to secure capital
- They are taking on new partners and need to determine buy-in price
- They are reaching retirement and considering an exit strategy
- Business partners or shareholders are exiting, requiring the business to be divided or dissolved
- They are embroiled in financial litigation
- They want to focus energies to grow company value
The training teaches to the Core Body of Knowledge for the Certified Valuation Analyst (CVA) designation.
Understanding and applying the generally accepted business valuation methodologies and approaches and adhering to professional standards that govern the business valuation profession, will put you in a stronger position to better serve your clients.
Taught by seasoned business valuation experts, the training delivers the most comprehensive and complete foundational training, teaching to the international body of knowledge on how to value private business enterprises, and prepares attendees to pass any business valuation certification exam offered in the profession.
Certified Valuation Analyst® (CVA®)—Determine, Defend, and Maximize Company Value®
Learn More About the Pathway to Earning the Most Widely Recognized Business Valuation Credential
The Valuation Credentialing Board (VCB) does not require, accredit, approve, endorse, or recommend any education or training programs and/or products designed or intended to prepare candidates for CVA certification. The VCB has no involvement in the development or delivery of such programs or products.
NACVA's Certified Valuation Analyst® (CVA®) credential is the only business valuation credential accredited by the National Commission for Certifying Agencies® (NCCA®) and the American National Standards Institute® (ANSI®). This prestigious recognition differentiates CVA credential holders as having met the most stringent standards in the industry.
After completing this course, attendees will be able to:
- Identify the fundamental steps to valuing a business, from beginning to end
- Identify an appropriate valuation method within the valuation approaches based on the specific purpose and standard of value for a given valuation assignment
- Determine the most appropriate financial analysis of a subject company as it relates to a specific valuation engagement
- Identify the foundations of the business valuation analysis process as well as the value drivers that support a subject company’s value
- Recognize the differences in the various standards of value for businesses and the nuances of their application in a business valuation engagement
- Structure the elements of a valuation engagement from financial and operational analysis through to a conclusion of value
- Analyze financial and operational information for a business entity as it relates to a valuation engagement
- Differentiate the methods found in the three approaches to valuation—Asset, Income, and Market, and determine when it is appropriate to use each approach
- Identify methods and data sources for developing discount and capitalization rates
- Determine appropriate adjustments (i.e., premiums and discounts) to be applied to an indicated value
- Employ professional standards for the development and reporting of a valuation/calculation engagement
Back to Top
Day 3: Business Valuations—Applications and Calculations of the Income and Asset Approaches
- Determine a value using the Adjusted Net Asset Method under the Asset Approach
- Determine when it is appropriate to use a Capitalization of Single-Period Earnings Method vs. Discounted Future Earnings Method under the Income Approach
- Identify appropriate normalization adjustments to apply to a business entity’s balance sheet and income statement
- Calculate a normalized benefit stream under the Income Approach
Back to Top
Day 4: The Market Approach—Exploring the Pricing Component
- Recognize the theory behind the Market Approach including its rationale, standards of value, main methods, and governing principles.
- Identify the key challenges in the application of the Market Approach and explain the current best practices used by valuation practitioners in overcoming and/or minimizing these challenges.
- Determine when the use of the Completed Transaction Method and/or Guideline Public Company Method is appropriate under the Market Approach.
- Identify the steps in selecting guideline companies and completed transactions relevant to the Subject Company.
- Describe the most commonly used valuation multiples, their corresponding drivers, and applicability depending on what level of value is being sought.
- Explain the process of adjusting valuation multiples to account for differences in size, growth, and business risk.
Day 5 A.M.: Valuation in Action—Case Studies: Applying the Principles and Techniques
- Identify the key challenges, requirements, and nuances in conducting a valuation analysis for various special purposes.
- Identify the steps in the analysis and valuation of a company in a typical valuation engagement.
- Apply the three main valuation approaches—Assets, Income, and Market in a live case.
- Describe the key sections of a valuation report and how to connect the narrative to the quantitative analysis.
- Explain the process of reconciling the different indications of value in the valuation analysis.
Day 5 P.M.: Exam Preparation—CVA Proctored Exam and Peer Reviewed Business Valuation Report (Case Study)
Back to Top
Back to Top
Credentialing Resources
To support candidate’s successful completion for both requirements for CVA credentialing, the following resources are included with registration fee.
- Essentials of Business Valuations
- CVA Exam Q&A Study Guide
- Online CVA Case Study Report Writing Clinic
- Case Study Research Package
- 60-Day Trial Subscriptions to KeyValueData, BVM Pro, and BVRW, Including Technical Support, and Duff & Phelps Cost of Capital Navigator: U.S. Cost of Capital Module (Basic)
Back to Top
CPAs and financial consultants who wish to specialize in a non-seasonal consulting niche; employees of companies whose business plan includes growth/change via acquisitions and/ or divestitures; and anyone else who deals with business value in the course of his or her work.
Back to Top
Live Classroom and Live Online Webcast Package Includes:
- Five Days of Training: Theory and Practice
- CVA Certification Exam (live or proctored)
- First-year NACVA Practitioner Membership
- Exam Q&A Study Guide (including domestic shipping)
- Report Writing Clinic
- Case Study Research Package
- Data and Software Trial Subscriptions
- Essentials of Business Valuations Webinar
To register, select the date you would like to attend and click the "Register Online Now" button for our online registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance, or fill out the form below to be contacted by a Member/Client Services representative.
| Course Schedule | |||||
|
Early Registration Discounts and Deadlines |
|||||
| Dates | Time | 10% | 5% | ||
| January 24–28, 2022 |
Virtual Monday–Friday, 10:00 a.m.– 6:40 p.m. ET |
 |
11/30/2021 | 12/31/2021 | |
| March 21–25, 2022 |
Virtual Monday–Friday, 10:00 a.m.– 6:40 p.m. ET |
|
1/31/2022 | 2/28/2022 | |
| May 16–20, 2022 |
Virtual Monday–Friday, 10:00 a.m.– 6:40 p.m. ET |
|
3/31/2022 | 4/30/2022 | |
| August 22–26, 2022 |
Virtual Monday–Friday, 10:00 a.m.– 6:40 p.m. ET |
|
6/30/2022 | 7/31/2022 | |
| October 24–28, 2022 |
Virtual Monday–Friday, 10:00 a.m.– 6:40 p.m. ET |
|
8/31/2022 | 9/30/2022 | |
| Self-Study Course Package | |||
|
CPE: 40 Hrs |
Price: $2,975 (Includes Course Materials with CPE, Essentials of Business Valuation Webinar with CPE, Online CVA Case Study Report Writing Clinic with CPE, BVTC Recorded Training Videos On-Demand, CVA Certification Exam, First-year NACVA Practitioner Membership, and Exam Q&A Study Guide [including domestic shipping]) Purchase the BVTC Self-Study Course Package here. |
||
The In-Person program is Monday through Friday, 8:00 a.m.–5:30 p.m.
The exam for the In-Person events is held on Saturday and starts at 8:00 a.m. Please allow 5 ½ hours for completion depending on transition time in-between questions which does not count towards the total time allowed of five hours.
The Virtual Credentialing Programis Monday through Friday, 10:00 a.m.–6:40 p.m. ET.
This course is paperless. Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access. The CTI will provide electric power and Internet access, but will not provide laptops. Attendees are encouraged to bring their own mobile wireless modem or hotspot device.
Back to Top
Certified Valuation Analyst® (CVA®)
Practitioner-led how-to-do-it training and supporting resources to help you achieve the CVA credential—plus a 35% savings off the retail cost:
BVTC Package Features, Pricing, and Discounts
|
Five-day Training (45 Hrs CPE) |
$3,250 |
|
Essentials of Business Valuations Webinar (10 Hrs CPE) |
$720 |
|
CVA Certification Exam |
$625 |
|
CVA Exam Q&A Study Guide (including domestic shipping) |
$260 |
|
Online CVA Case Study Report Writing Clinic (7 Hrs CPE) |
$650 |
|
First-year NACVA Membership |
$535 |
|
Total Retail Cost |
$6,040 |
|
Package Price Discount (Before Early Registration Discount) |
($2,045) |
| In-Person or Virtual Credentialing Program Package: | $3,995 |
|
Optional Add-On: BVTC Recorded Videos On-Demand (Not available for purchase separately from a live BVTC registration package.) |
$400 |
| Student Registration Package | |
| 45 Hours CPE + Certified Valuation Analyst (CVA) Exam + First year NACVA Student Membership | $999 |
| NEW—Students enrolled full-time at an accredited college or university who also hold a business degree in management, economics, finance, marketing, accounting, or other business fields and/or a masters of business administration (MBA) or higher business degree from an accredited college or university may qualify for the CVA and attend the CVA body of knowledge training. | |
| Contact Member/Client Services at (800) 677-2009 to register for the student package. (Early Registration Discounts do not apply to the Student Registration Package.) | |
Ultimate Membership—Earn your CVA and obtain unlimited CPE with an Ultimate Training and Membership Subscription. Includes unlimited training, membership dues, and recertification fees. $350 per month. Click here for details.
|
||||||||||||||||||||||||||||||||||||
For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
