Business Valuation Fundamentals for CPAs
and other Business Advisors: A Five-Part Webinar Series


Program Focus
The competitive nature of today's business climate, combined with the expanding needs of business enterprise, place upon the business advisor daunting challenges to provide the best tax, accounting, and advisory services possible--a challenging task to say the least. They must wear multiple hats, and even if one's focus is purely tax, accounting, or both, business owners expect counsel on how to improve performance by shaving costs, increasing revenues, and growing company value. Nowadays, it is common knowledge that the most substantial asset in a business owner's portfolio is likely the business itself. And it stands to reason that growing its value translates into a more comfortable retirement. Every business advisor should have basic training in the fundamentals of valuing business enterprises. Even if you don't intend to specialize in this area, this training is crucial to being a solid and valued business advisor.

This webinar series does not replace any of the requirements for achieving the Certified Valuation Analyst (CVA) or Accredited Valuation Analyst (AVA) credential. It will however enhance preparation for any valuation credential.

 
DATES
Part One:
Introduction to Business Valuation and Understanding the Engagement
Feb. 2
Part Two:
Financial Statement Analysis--Getting the Story Behind the Numbers
Feb. 9
Part Three:
Valuation Approaches--The Nuts and Bolts: The Income Approach
Feb. 16
Part Four:
Valuation Approaches--The Nuts and Bolts: The Completed Transaction and Guideline Public Comparable Methods
Feb. 23
Part Five:
Valuation Discounts and Premiums -- The Plusses and Minuses of Value
Mar. 2

Webinar Start Time
             Two-Hour Webinars

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

What You Will Learn
The "Business Valuation Fundamentals for CPAs and Business Advisors: A Five-Part Webinar Series" is designed to teach attendees how to value a business enterprise from the beginning through to the end of the process. Particular emphasis is given to the cornerstones of the analysis process that are analogous to the drivers of company value. With this training, attendees will know right where to look when advising clients on how to go about improving profit margins and growing company value. In addition, attendees will acquire a new consulting service that, when opportunity knocks, they can feel comfortable offering as an advisor. Attendees will gain insight to recognize that valuations are often very complex, warranting the skills of an experienced practitioner.

“The open discussions amongst instructors and participants, the use of real world experiences and the instructors’ interjection of personal experiences into the presentation were very helpful.”
--Keith Crass, CPA, CVA, Crass & Smith, PA – Hot Springs, AR

“The instructor was very good and gave excellent examples to explain points. He did a good job of reviewing the fundamentals.”
--Bill Pfaffman, III, CPA, CVA, Auto Investment, Inc. – Birmingham, AL


Who Should Attend

The ideal candidates for this course are CPAs, PAs, CFOs, business consultants, attorneys, and bankers. Advisors to businesses who have a background in accounting and finance will also benefit greatly.

Presenters

carl carl bill marc tammy
Marc Bello,
CPA/ABV, CVA, MST
Carl Lloyd Sheeler
PhD, CBA, AVA,
Jason Pierce
CPA, CMA, CFM, CVA
Tammy Richards
AVA

CPE Credits

Program Level: Overview Delivery Method: Group-Internet-Based
Prerequisites: None CPE Credits: One (2) hours per webinar; Ten (10) hours for all five
Advanced Preparation: None Fields of study: Specialized Knowledge & Applications



NASBA 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.

If you are a member of both the NACVA and the IBA organizations--
you receive a 15% discount off the registration fees listed belowl

Pricing
Business Valuation Fundamentals for CPAs and Business Advisors: A Five-Part Webinar Series is packaged and priced at
$795 for the entire series of five sessions. In the event a webinar participant registers and pays for the series and is unable to attend one of the sessions, a recording of the missed session will be emailed to the participant in order to obtain the missed information. You will not be able to receive NASBA qualifying CPE credit for the missed live presentations.

Multi-person discounts are available for additional registrants at your site; the cost for additional people to register for the webinar is $275 per NACVA/IBA member and $325 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!

upcoming

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: (866) 548-2321▪ Internet:www.nacva.com