28
Date: Thursday, February 28, 2019
Time:
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Please note: CPE credit is not available through Training Packs
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Featuring  (click image for bio)

David Coffman
CPA/ABV/CFF, CVA
Business Valuations & Strategies PC

About This Program

There is a huge, underserved market for valuations of small, owner-operated businesses. Many appraisals fail to take into account the unique characteristics of these businesses such as revenue, assets, employees, locations, and territories. Join expert David Coffman for this must-attend webinar where he’ll cover how to modify and adapt your valuation procedures to produce credible valuations of owner-operated businesses. Attendees will learn about the hypothetical sale of a small, owner operated business and the valuation methods and procedures to avoid. In addition, Coffman will discuss how to assess reasonable owner compensation and how to deal with marketability and lack of control discounts. You won’t want to miss this session if you value businesses in the $5 million dollar and under range.

Agenda

  • Small, owner-operated business defined
  • Defining the hypothetical sale of a small, owner-operated business
  • Valuation methods to consider and avoid
  • Determining a capitalization rate using private capital market data
  • Assessing reasonable owner compensation
  • Marketability and lack of control discounts
  • The market for valuations of small, owner-operated businesses
  • Common uses of valuations of small, owner-operated businesses
  • Common litigation issues  
  • Report writing tips   

Learning Objectives

  • Define the hypothetical sale of a small, owner-operated business
  • List hat valuation methods and procedures to avoid
  • Describe how to determine capitalization rates without using publicly traded securities data
  • Describe how to assess reasonable owner compensation
  • Discuss how to deal with marketability and lack of control discounts
  • Describe the size and characteristics of the market for valuations of small, owner-operated businesses

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Accounting Technical)


Business Valuation Resources 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor


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Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:

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