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Date: Wednesday, January 29, 2020
Time: 10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar
Earn 2 CPE credits
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Featuring  (click image for bio)

Brian K. Pearson
CPA/PFS/ABV, ASA
Valuation Advisors, LLC

About This Program

Pre-IPO data are very useful for valuators. Join Brian Pearson, creator of the Valuation Advisors Lack of Marketability Discount Study, to learn how to calculate discounts using different types of data (stock, options, and convertible preferred stock) and learn why the abundance of pre-IPO data is useful versus smaller samples of discount data. Brian will lead a discussion of prior criticisms of some sources of data and address those criticisms as they pertain to Valuation Advisors data. In addition, learn where the pre-IPO data have been more recently used by third parties. Lastly, we will review how the data can be applied to other, non-discount-related valuation situations.

Agenda

  • A review of what comprises the Pre-IPO data
  • Why it represents the largest source of lack of marketability data (over 16,000 transactions)
  • Why the data and discounts are useful to valuators
  • How can the database be used for non-discount valuation information

Learning Objectives

  • Describe how Pre-IPO discounts are determined
  • List misconceptions about the data – even by experienced practitioners
  • To understand how to apply the discounts and what data to use
  • To understand how the data can be applied in other areas – venture capital

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)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.


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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