State Chapter Event | Massachusetts
Host: Anja Bernier, State Chapter President
Thursday, October 21 2021 8:00 AM - 4:30 PM
Location: Zoom
Time zone shown above is Eastern.
Current Update in Valuations
Presenter: Melissa Gragg
Program Description: 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. It promotes active discussion between the instructors and attendees encompassing a wide range of topics, including: practice development, financial statement analysis, cost of capital, valuation approaches, discounts and premiums, federal and state case law, an update on industry and professional standards, calculation and conclusion of value, roles valuators play, and valuation report analysis.
Learning Objectives: After completing this session, 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
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level withing the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Field of Study: Accounting - 2, Behavioral Ethics - 1, Business Management & Organization - 1, Economics - 1, Finance - 1, Taxes - 2
Delivery Method: Group-Live
Course CPE: 8 hours total
Field of Study: Accounting - 2, Behavioral Ethics - 1, Business Management & Organization - 1, Economics - 1, Finance - 1, Taxes - 2
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