The Current Economic Effect on the
Value of Closely Held Businesses
Two-hour Live Webinar Presentation
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11:00 am - 1:00 pm |
Pacific Time |
12:00 - 2:00 pm |
Mountain Time |
1:00 - 3:00 pm |
Central Time |
2:00 - 4:00 pm |
Eastern Time |
Presentation date for this Webinar: |
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Program Content
The PowerPoint presentation is centered on specific areas that business appraisers need to focus when valuing small to medium size businesses during slow to hard economic times. Methods investigated within the three approaches include the Adjusted Book Value Method, appropriate guideline companies when applying either the Guideline Public Company Method or the Guideline Private Company Method and when adjusting the discount or capitalization rate for the Single Period Capitalization Method or the Multiple Discounting Method.
Learning Objectives
After completing this course, participants will be able to:
- Apply the direction derived from Revenue Ruling 59-60 dealing with current economic conditions when valuing a closely held company
- Illustrate for the client how the significance of the current instability of the local and national economic conditions affects valuing a closely held company
- Articulate the significance of the current economic effect to the industry in which the closely held company is operating and how/or if it is affecting its value
- Differentiate the effect of the economy when applying the asset, market and income approaches
- Communicate their thought process when forecasting the long-term effect of the economic downturn for a specific business valuation
Who Should Attend
Certified and Accredited Business Appraisers.
Presenter
James Palmer, CBA, AIBA, CMEA, BVAL, SBA
James started in the field of marketing for radio and newspapers before owning and managing his own top performing businesses. He began consulting with business owners that wanted to improve their operations and often assisted in estimating the value of their businesses. Utilizing his real world experience in working with small- to medium-sized privately held businesses and his extensive education in the theory and practice of business valuation, James formed James R. Palmer, LLC, providing substantiated valuations of businesses, as well as machinery and equipment. James has also presented numerous presentations and written numerous articles on business and M&E Appraising. |
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CPE Credits
| Program Level: Intermediate |
Delivery Method: Group-Internet-Based |
| Prerequisites: None |
CPE Credits: Two (2) hours per presentation |
| Advanced Preparation: None |
Fields of study: Specialized Knowledge & Applications |
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The National Association of Certified Valuation Analysts is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org |
Pricing
NACVA/IBA member: $175; non-member: $195 per person and allows access to one phone line; one CPE attestation form and one evaluation form are included with each registration.
Multi-person discounts are available for additional registrants at your site; the cost for additional people to register for the webinar is $58 per NACVA/IBA member and $65 per non-member. Additional registrants also receive one CPE Attestation Form and one evaluation form.
Because every live webinar presentation will include periodic online questions during the session to assess
continuous participation and to determine the program’s effectiveness, both the primary registrant and any
additional registrants must view and listen to the webinar presentation at individual computers in order to receive
NASBA/NACVA qualified CPE credit
REGISTER NOW !
Complete the Registration Form: click here and fax it to (866) 548-2321 or scan and email it to NACVAWebinar@nacva.com.
For information regarding administrative policies such as complaints and refunds, please call
our Director of Member Services: (801) 486-0600. Webinar Cancellation Policy: click here
IMPORTANT NOTE: After you register, you will receive email confirmations with web logon and teleconference instructions from NACVA Webinar Information (NACVAWebinar@nacva.com). Please check your spam and/or junk folders to insure you receive these communications. Thank you!

Consultants’ Training Institute
c/o National Association of Certified Valuation Analysts
1111 Brickyard Road, Suite 200
Salt Lake City, Utah 84106-5401
Tel: (801) 486-0600 ▪ Fax: (801) 486-7500 ▪ Internet:www.nacva.com |
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