| Business Valuation Accelerator Workshop Clinics 1-3
Recording Type: Recorded Webinar (Audio, PPT)
Program Level: Intermediate
Prerequisites: NACVA's Business Valuation Training Center or Valuation Credential
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Thirty (30) Hours
Fields of Study: Administrative Practice (Consulting); Business Management & Organization; Management Advisory Services; Computer Software and Applications; Accounting
Shipping Weight: 0lbs. 0oz.
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.
After completing this 5-part Clinic 1, 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
Clinic 2 of this three-part webinar series will address the requisite financial statement analysis, economic overview, and industry outlook that create the back story for every valuation assignment. We'll then dive head first into the Asset- and Income- based Approaches to valuation. The former is not as easy as you think; the latter not as hard.
After completing this 5-part Clinic 2, attendees will be able to:
- Explain the pros and cons of generally accepted data sources used to benchmark financial performance
- Relate the economic and industry outlooks to company risk
- Handle excess or non-operating assets and liabilities
- Identify appropriate methods and data sources for developing discount rates
- Distinguish between normalizing and control adjustments
- Determine whether and when the CCF or DCF method is more appropriate
Clinic 3, the final part of this three-part webinar series will start with the market approach (guideline transactions and guideline comparables), then move onto one of the most difficult areas of the engagement: quantifying and applying supportable discounts and premiums. Finally, we'll pull it all together by reconciling the conclusions from the valuation methods considered and used.
After completing this 5-part Clinic 3, attendees will be able to:
- Research, analyze, and interpret data set forth in various transaction databases
- Conduct a thorough search for guideline public comparable information
- Adjust guideline public comparable multiples for size and growth relative to a subject company
- Assess company and interest factors most likely to affect control and marketability
- Evaluate the best qualitative and quantitative methods suitable for a particular subject company
- List the appropriateness of weighting multiple methods
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.