Business Valuation Resources, LLC

Challenges in Valuing Real Property: What To Do When a Business Owns Real Estate

Date: Thursday, July 19, 2012
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Register for this program:

Webinar - $179
Training Pack* - $179
Webinar & Training Pack* - $269

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*Training Packs include: a complete recording and transcript with all presentation and reading materials
Please note: CPE credit is not available through Training Packs
More information is available below

Featuring (click image for more information):

Franz Ross
First Niagara Bank
Alina V. Niculita
Shannon Pratt Valuations

Why You Should Attend

A classic appraisal conundrum pits an appraiser against a real-estate owning business. For the business appraiser, the ways out of this impasse are tricky, at best, raising questions about legality, credentials and qualifications, engagement letters, and defensibility.

In this exclusive BVR webinar valuation experts Franz Ross and Alina Niculita discuss what every business appraiser should know when presented with an assignment to value a business that owns real estate. From knowing when to go it alone and when to call in a real-estate appraiser, to knowing how best to handle either situation and work most effectively within your – or your clients' – means, Ross and Niculita will present practical, theoretical, and time-tested solutions to the many challenges posed by this all-too-often problem.


  • Introduction
  • Banks and the SBA – An Ever-changing Set of Rules
  • Options For the Business Appraiser in Dealing with Real Estate Issues
    • Control the process if possible
    • Going It Alone
    • A Hybrid Approach
  • Special Purpose Properties
  • Leasehold Interests
  • Use of an Excess Earnings Model as a Tool for Asset Allocations
  • Excess Earnings Model Case Study

Learning Objectives

  • Learn how to account for real estate holdings when valuing a business
  • Understand the options available to a business appraiser when valuing a business that owns real estate
  • Identify the pitfalls of these options and how best to avoid common appraisal or engagement mistakes and their consequences
  • Learn how property leases and other real estate holdings affect business valuation
  • Learn how to use the excess earnings model as a method of allocating assets

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).

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CPE Credits for Unlimited Listeners
Have as many eyes and ears take advantage of your registered connection as possible: CE credit is available for an unlimited number of listeners to any registered line. To add listeners for CE credit, please complete the Additional Listener form included on your webinar dial-in instruction email. We'll send dial-in instructions one to two days before our program, and will provide information directly to those listeners you identify approximately one hour before our program.

CPE Information

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

Business Valuation Resources, LLC 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:
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All BVR training events are eligible for continuing education credits from the Exit Planning Institute's Certified Exit Planning Advisor (CEPA) program. Credits are based on a 50-minute hour. Final acceptance is at the discretion of the Exit Planning Institute.

Training Packs

BVR's Training Packs are an indispensable addition to any valuation reference library, or the perfect alternative when you cannot attend the session live.

Each Training Pack is delivered approximately 2-4 weeks after the program has aired, and includes:

  • Video file (MP4)
  • Audio file (MP3
  • Transcript of the presentation
  • A copy of the presentation slides
  • A copy of the reading materials, visual aids, and handouts

Please note, CPE is not available with Training Packs.

BVR's Satisfaction Guarantee:
Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963, or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.