Financial Valuation
SuperConference

Ft. Lauderdale, FL

Essential Updates on Recent Valuation Trends, Techniques, and Opinions

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.

Complete and Comprehensive Training on How to Value Private Business Enterprises

The Business Valuation Certification and Training Center (BVTC) is offered via live-classroom instruction in cities throughout the U.S. and internationally, and is also available through live/online web broadcasts and self-study.

The training delivers the most comprehensive and complete foundational training teaching to the international body of knowledge on how to value private business enterprises, and prepares attendees to pass any business valuation certification exam offered in the profession:

• • Business valuation methodologies, approaches, and case studies
• • Professional standards and ethics
• • Specialty areas of valuation practice

Understanding and applying the generally accepted business valuation methodologies and approaches, and adhering to professional standards that govern the business valuation profession, will put you in a stronger position to better serve your clients.

Click here to learn more and register now.

Click here to learn more and register now.

The peer review of valuation reports offered through the Case Analysis in Person (CAP) sessions provides authors of valuation reports with perspectives from like-mined valuators. The valuation reports are reviewed and discussed in a round table format with particular emphasis centered on whether or not the critical elements of the valuation report are sufficiently addressed and meet professional standards guidelines, while also identifying strengths and weaknesses of the report relating to overall readability, credibility, and persuasiveness. These interactive sessions are ideal settings to engage in a discussion with your peers about the potential risks to a valuator’s credibility by issuing reports that do not meet professional standards and reporting requirements.

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Essential Training for Valuators Who Perform Less Than Five Valuations a Year

The Intermediate Business Valuation Training Center (Intermediate BVTC) is designed to expand on theories and methods taught in the Business Valuation Certification and Training Center. This program provides practical skills, covering all aspects of a typical engagement—from engagement acceptance through report delivery—and provides in-depth coverage of the latest theories as they relate to:

• • Valuation approaches
• • Reconciliation of values
• • Discounts and premiums
• • Practice management 

The Intermediate BVTC benefits both newly-credentialed valuators, as well as seasoned practitioners, looking to bolster their skills and efficiencies. All practitioners will come away with the skills required to both create and maintain a thriving valuation practice.

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 Live online broadcast from this location is also available.

Strategies and Tools to Grow, Enhance, Harvest, and Protect Your Client's Company Value

This workshop has been designed to provide attendees with the practical knowledge, strategies, and tools to assist their clients—whether internal or external—on how to grow, optimize, and protect their company’s value, and position them for a successful exit. This workshop shifts the emphasis of previous mergers and acquisitions (M&A) training programs from transactioncentric to shareholder value-centric where the M&A transaction is a “means to an end” rather than the “end” itself. It also explores how changing regulations are reshaping the middle-market M&A environment and provides corporate advisers, such as consulting practices and CPA firms, a systematic approach to grow revenues and differentiate their service offering.

This workshop is designed to be a perfect complement to other valuation and exit planning training offered by the CTI.

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Advanced Level Training Centered Around an In-Depth Case Study and Detailed Report

This workshop is based on the 2017 editions of Jim Hitchner’s Financial Valuation Applications and Models and Financial Valuation Workbook. The workshop includes an in-depth case study and detailed report which will take you to a new, advanced level of understanding business valuation and provide practical tools, data, and models attendees can use immediately in their practice. Taught by a team of nationally recognized valuation analysts, the instructors collaborate with attendees to share the most effective valuation procedures and real-world applications in the field of financial valuation. The instructors teach the theory, but also demonstrate how to apply the theory and appropriate models.

Click here to learn more and register now.

 Live online broadcast from this location is also available.

Effective Approaches to Writing for Damages Reports and Litigation Matters: Learning from the Masters

In this hands-on workshop, attendees will learn effective approaches to writing an expert damages report for use in a litigation matter. The workshop will include a review of the report writing requirements set forth in the Federal Rules of Civil Procedure and reporting requirements for other jurisdictions. This workshop will also focus on drafting reports with an emphasis on content, language, supporting evidence, exhibits, and professional standards compliance. Attendees will be asked (not required) to submit a redacted expert report to the instructor prior to the date of the class. All arrangements will be made with NACVA Headquarters for this submission.

The Truth, the Whole Truth, and Nothing But Persuasion™

Each attendee will participate as a testifying and consulting expert in a trial involving financial testimony or family law issues. Attendees will learn the art of delivering effective testimony and how to withstand grueling crossexamination. As consulting experts, attendees will learn how to dissect and critique the reports and opinions of the testifying experts and how to prepare counsel for the expert segments of trial. Each attendee will be coached and guided by members of our faculty of seasoned experts and trial attorneys. The boot camp culminates in a courtroom setting during which each program attendee, as a testifying expert, presents and defends his or her own expert opinions on the witness stand.

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Simplifying the Process to Increase Your Confidence

The calculation of discounts for lack of marketability (DLOM) can be a complex, confusing task. In this workshop, we will help attendees simplify the process and increase confidence in performing calculations by exploring the studies, databases, models, and methods used in the DLOM process.

The main feature of this workshop will be the presentation (by the authors) of the new Valuation Products and Services (VPS) Discount for Lack of Marketability Guide, along with detailed case studies. The new models include the VPS Restricted Stock Study Quintile Calculator (RSQC), which enables the user to adjust for differences in risk/volatility, holding periods, dividends, and Mandelbaum-type factors. The case study will also include a comprehensive look at various calculators, models, and templates.

The workshop will cover an examination of legacy restricted stock benchmark, pre-IPO studies, inspect analytical methods, and several well-known databases, including: FMV Opinions detailed restricted stock database, Pluris detailed restricted stock database, and Valuation Advisors detailed pre-IPO database.

Click here to learn more and register now.

 Live online broadcast from this location is also available.