August 23, 2007 Conference

Valuation Advisors' DLOM Study
Presented by Business Valuation Resources, LLC

Featuring Brian Pearson of Valuation Advisors, LLC
Telephone Dial-In Audio Conference
Thursday, August 23, 2007

10:00am-11:40am PDT / 11:00am-12:40pm MDT / 12:00pm-1:40pm CDT / 1:00pm-2:40pm EDT

Register Today for $249.00
With your registration you'll receive a FREE conference pack that includes an audio recording and e-transcript
of the conference, conference presentation, and all the ancillary reading materials.

Subscribers to Valuation Advisors' DLOM Study - Call (503) 291-7963 today to receive a special discount for attending!

Attendees will have free access to the database for 5 days following the conference. Plus, should
you decide to subscribe, you'll save off the regular price of a one-year subscription!

Call (888) 287-8258 ext. 2 to learn more about this special offer!

Why Should You Attend?

Join Brian Pearson of Valuation Advisors, LLC as he delves into the utility of The Valuation Advisors' Lack of Marketability Discount Study™, the web-based tool used to quantify lack of marketability discounts.

Current and non-subscribers alike will not only have the opportunity to learn conventional uses straight from the database's author, but they will also walk away with an understanding of lesser known applications for this study. Brian will walk the audience through actual searches step by step, and will be available to answer all questions you've always had about this DLOM tool.The IRS relies on this study...shouldn't you?

The study includes pre-IPO transactions from 1995 - present and can be used to:

  • To determine and defend your business valuation discounts
  • To develop industry information for the selection of companies for use in the market based valuation approach
  • To analyze venture capital investments
  • Defend your discounts for years to come 

Ask your most pressing questions about this unparallelled database during this session. Learn more about Valuation Advisors' Lack of Marketability Discount Study™ and v iew the Frequently Asked Questions about this database.

Earn TWO INTERACTIVE CPE credits for participating in this conference. Price includes a single dial-in connection. Use your conference room and the whole office can listen in. Two CPE credits are available for each additional listener sharing the same phone connection - only $49.00 per person. Please note: To receive CPE credit, you must fill out the post conference survey. The survey link is e-mailed to participants along with the dial-in number and registration code, normally sent two or more days prior to the conference. CPE credit only registrants will be sent the survey link via e-mail.

Learning Objectives:

  • Understand how to use this database tool, step by step, for quantifiying and defending lack of marketability discounts

  • Walk away with a solid foundation of conventional and lesser known techniques for using the database

  • Provide current and potential users the opportunity to ask the study's author, Brian Pearson direct questions

Program Outline:

  • Brief Introduction to Speaker and Topic

  • Speaker's Presentation on Valuation Advisors' Lack of Marketability Discount Study™:
    • FAQs
    • Changes in more recent data
    • The Right Search Criteria  
    • Several Relevant Search Examples Step by Step
    • Analyzing and Using Normal and Unusual Search Results
  • Audience and Panelist Q & A

  • Concluding Remarks

Panel Includes:

Brian K. Pearson, CPA/PFS/ABV, ASA

Mr. Pearson is the founder and President of Valuation Advisors, LLC. Valuation Advisors specializes in the determination of value for private and public companies on for a wide range of valuation services.    

Mr. Pearson has over 21 years experience in providing business valuation consulting.  He also has over 10 years of “big four” public accounting experience with an emphasis on advising closely held business owners on various tax and financial matters, including business valuations.  He has obtained his Accredited Business Valuation (ABV) and Personal Financial Specialist (PFS) designations from the American Institute of Certified Public Accountants (AICPA), and also has his Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers.

Mr. Pearson has a Bachelors of Science degree in Accounting and a Masters degree in Business Administration, with a specialization in Finance.  He is a member of the AIPCA, the Western New York Venture Group, the Estate Analysts of Western New York, the American Society of Appraisers, and the New York State Society of Certified Public Accountants (NYSSCPA).  He has also taught valuation courses for the AICPA, NYSSCPA, the Graduate Tax Certificate program, Center for Entrepreneurial Leadership at the State University of New York at Buffalo, and the Annual Tax Institute.  He is the Chairman of the New York State Society of CPA’s Business Valuation committee and a member of their finance and investment committees.  He is also a member of the AICPA ABV exam writing committee. 

Mr. Pearson is the also creator of the Valuation Advisors studies on Lack of Marketability Discounts database currently available thru Business Valuation Resources. 

CPE Credit Information

Earn 2 Interactive CPE Credits (Consulting Services)
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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. NASBA Sponsor

Satisfaction Guaranteed:
For more information on this telephone conference or our past telephone conferences, please email Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied, you may submit a written request within 30 days of the date of this program to receive a full refund. Please e-mail our accounting manager at: . There are no fees associated with refunds.