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Business Valuation Accelerator Clinic 1 Information Request and Site Visits

Business Valuation Accelerator

 Business Valuation Accelerator Clinic 1 Information Request and Site Visits
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: NACVA's Business Valuation Training Center or Valuation Credential
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Management Advisory Services
Item Number: 13PBVA1030
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Clinic 1: Managing the Engagement

(Five Part, Ten-Hour Series)

Program Description

Clinic 1 of this three-part webinar series will introduce you to the key factors that experienced valuators consider when they evaluate and start new business valuation projects. Why? Because evaluating engagement risk, getting the necessary information, and having the right tools is how your practice stays out of trouble and prospers.

Learning Objectives

After completing this 5-part Clinic, attendees will be able to:

- Scope and budget a valuation project
- Prepare a tighter engagement letter
- Make information requests and site visits more productive
- List options to perform valuations with today's technology

Who Should Attend

Forward-thinking practitioners wanting to advance along the continuum of valuation training, even if they perform a limited number of valuations per year


Rod Burkert, CPA, ABV, CVA
Mr. Rod Burkert is the founder of Burkert Valuation Advisors, LLC, a business valuation and litigation support firm. His assignments focus primarily on income/gift/estate matters, specializing in closely held companies and private investment partnerships. He also provides report review and project consulting services to assist attorneys and other practitioners with their engagements. Mr. Burkert is leveraging social media to build a mobile valuation consulting practice, allowing him to travel full time in an RV throughout the United States and Canada.

Mark Kucik, CPA, CVA, CM&AA, CFF, CPVA
Mr. Mark Kucik is founder of The Kucik Valuation Group, LLC, of Chicago, Illinois, specializing in business valuations of family-owned and closely held securities for use in estate tax planning, financial statement reporting, estate tax returns, gift tax returns, buy/sell agreements, purchase/sale transactions, employee stock ownership plans (ESOPs), economic damages, matrimonial, and shareholder disputes.

Mr. Kucik is the past Chair and current member of the National Association of Certified Valuators and Analysts™ (NACVA®) Executive Advisory Board, past Chair and current member of the NACVA Standards Committee, a member of the International Glossary Task Force, a member of the North American Business Valuation Standards Council, an instructor on NACVA's Training Development Team, and served on NACVA's Education Board. He has over 28 years of professional experience, 18 years specialized in business valuation.

Mr. Kucik was awarded NACVA's Outstanding Member award, NACVA's Outstanding Instructor award, the Instructor of Great Distinction award, NACVA's Circle of Light award, and NACVA's Thomas R. Porter Lifetime Achievement Award. He also presents valuation seminars throughout the Chicago area. Mr. Kucik is a Certified Public Accountant (CPA), Certified Valuation Analyst® (CVA®), Certified Mergers and Acquisitions Analyst (CM&AA), Certified in Financial Forensics (CFF®), and Certified Patent Valuation Analyst (CPVA) . He is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society (ICPAS). Mr. Kucik is a graduate of Loyola University of Chicago.