Date: Thursday, November 1, 2012
Time: 10:00am-11:40am PT / 1:00pm-2:40pm ET Format: A BVR Webinar
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Control, its allocations, its premiums, and its discounts have been fodder for business appraisal debates since, apparently, the beginning. Behind seemingly simple objective considerations are difficult subjective decisions relating to operations, cash flows, goodwill, and other classic valuation gray areas. In this exclusive webinar BVR welcomes expert appraisers Jim Alerding and Jim Ewart for an in-depth examination at the still-lingering questions regarding control premiums and discounts. From practical valuation experience and landmark and recent court decisions Alerding and Ewart will lead attendees through the how-to's and watch-out's of analyzing, assessing, and assigning control.
Agenda
Is there such a thing as a control premium? - Value of control
Control vs. normalization
Control premium sources
Data: usage, strengths, and weaknesses
Calculating control
Problem areas with discounts
Adjustments
Risks of double counting
Cash flow stream for control and minority
Traditional normalization practices
Matching discounts to underlying assets
Tiered discounts
IRS considerations
Enforcement penalties
Recent cases
Learning Objectives
Learn the proper methodology for control measurement and adjustment
Learn what professionals, scholars, and the courts are saying about control adjustments and what impact this will have on valuations and valuation conclusions
Understand what control data tells us and how to apply it to a valuation assignment
Clarify the meaning of control and what impact it has on value
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 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)
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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.
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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, cs@bvresources.com or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.