October 23, 2008 Teleconference

Transaction Databases

Presented by BVR
Teleconference Presentation
- Earn two interactive CPE credits
Featuring Nancy Fannon & Heidi Walker
Thursday, October 23, 2008

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

Register for Teleconference for $249.00

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This program is presented by Business Valuation Resources, LLC. Earn TWO Interactive CPE credits for participating in this conference. Only $249.00 for a single dial-in connection.

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Program Prequisites: Knowledge of Business Valuation
Advance Preparation Required: None
Program Level: Intermediate
Delivery Method: Group-Live
Recommended CPE Credit: 2 CPE Credits

Why Should You Attend:
In using the transaction databases, it’s critical for analysts to understand how each database defines key terms and what each includes in the definition of its multiples. This teleconference is a great way for business analysts, business brokers, bankers, accountants, lawyers, judges, and others to understand the valuable data offered by the transaction databases.

Nancy Fannon and Heidi Walker will cover all the well-known databases including Pratt’s Stats® private transaction database, BIZCOMPS®, FactSet Mergerstat Deal Report, and DoneDeals®. Other market indications of value, such as Rules of Thumb and prior transactions will also be covered.

Learning Objectives:

  • Understand the differences between each of the transaction databases
  • Learn how to avoid common traps when using each of the transaction databases
  • Understand the key concepts in applying valuation multiples

Program Outline:

  • Clear explanations of the differences between the most commonly used transaction databases, and how to avoid common traps
  • Key concepts in applying valuation multiples, most notably invested capital versus equity (and related pricing multiples), and how each of the databases handles liabilities
  • Analysis of Pratt’s Stats®, BIZCOMPS®, FactSet Mergerstat Deal Report, and DoneDeals®
  • Q&A with Nancy Fannon and Heidi Walker

Panel Includes:

Nancy J. Fannon, ASA, MCBA, CPA, ABV, BVAL

Nancy J. Fannon, ASA, CPA•ABV, MCBA is the Owner of Fannon Valuation Group, a business valuation and litigation support services firm located in Portland, Maine. She is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers, holds the AICPA specialty designation of Accredited in Business Valuation (ABV), and is a Master Certified Business Appraiser (MCBA) with the Institute of Business Appraisers.

Ms. Fannon has 20 years of professional valuation experience. She has been qualified as an expert witness in State and Federal Court. She is a nationally known expert on lost profits damages, pass-through entity valuation, and the transaction databases, and has presented dozens of speeches and authored numerous papers on these and other areas of business valuation. She currently is in production on several valuation textbooks, due for publication in 2007 and 2008. She is a co-author of Financial Valuation—Applications and Methods, and was a contributing author for both The Business Appraiser and Litigation Support and Business Valuation and Taxes: Procedure, Law, and Perspective textbooks, has been a technical reviewer on several other textbooks including the fifth edition of Shannon Pratt’s seminal textbook, Valuing a Business, due out in the Fall of 2007. Ms. Fannon was a member of the AICPA Business Valuation Subcommittee, the ABV Credential Committee, and has chaired the AICPA Business Valuation Conference. She is a member of the Editorial Advisory Boards of CPA Expert, Business Valuation Update, and Valuation Examiner, and is on the Panel of Expert for the Litigation and Consulting Expert. Ms. Fannon has a Bachelor of Business Administration in Accounting from the University of Massachusetts.

Heidi Walker, ASA, CPA, ABV

Heidi P. Walker is a Senior Valuation Analyst at Fannon Valuation Group, a business valuation and litigation support services firm located in Portland, Maine. She is a certified public accountant and is a member of the American Institute of Certified Public Accountants (AICPA) and the Maine Society of Certified Public Accountants (MSCPA). Ms. Walker is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers, and holds the AICPA specialty designation of Accredited in Business Valuation (ABV). She received her undergraduate degree in Business Administration from the University of Maine and has taken numerous courses on business valuation.

Ms. Walker has worked in the business valuation field for over 7 years, performing business valuations for a variety of purposes, including divorce, commercial damages, dissenting shareholder actions, estate and gift tax planning, mergers and acquisitions, and litigation support. She has spoken both locally and nationally on the topic of business valuation and damages, is a contributing author for legal and business valuation journals, and was technical reviewer for Business Valuation Body of Knowledge.

Ms. Walker was a member of the AICPA ABV Examination Review Course Task Force from 2002 to 2005, serving as chair from 2004-2005. She served on the AICPA Business Valuation/Fraud & Litigation Services (BVFLS) Editorial Advisory Board from 2004 - 2007.

CPE Credit Information - National Registry of CPE Sponsors Statement

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

Please note: To receive CPE credit, you must fill out the post conference survey. The survey link is emailed to participants along with the dial in instructions, normally sent two or more days prior to the conference. CPE credit only registrants will be sent the survey link via email as well. To ensure appropriate and timely delivery of this information, please make sure your email address for each registrant (main and CPE only) is up to date when placing your order. Also, if you transfer your registration last minute to another attendee, please plan to forward the dial in instructions to them unless you have notified BVR of the change prior to the conference.

BVR's Satisfaction Guarantee:
Business Valuation Resources offers a complaint resolution and refund policy with 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 ext. 102 for a satisfactory resolution of your concern or you may submit a written request for a full refund of this program to Stephanie Crader at: stephaniec@bvresources.com or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.