BV179-WEB - "If You Go Down the Wrong Path, You Get the Wrong Answer": The Right Path from ASA

Registration

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Webinar Course Description

Like many specialty professions, BV practitioners and the BV community have a common set of language and fundamentals that frame their work.  This fundamental introductory presentation will confirm a BV "glossary of terms" and provide a framework to explain the valuation process.

Course Audience

(1)  Non-BV professionals and frequent users of BV services (lawyers, judges, fiduciaries, bankers, and accountants.
(2)  BV and CPA staff "new" to the profession and practice.  These staff have been "on the job" for a year or so and asked to perform financial analysis and "spread" financial data.  This presentation is intended to fill in information gaps and specifically address "why" the project is being done.
(3)  Potential users of BV services (a business owner that is thinking about selling his business; a wife or son who must prepare a valuation to file with an estate tax return (Form 706); a shareholder/partner who is dissatisfied with their minority position).

NASBA and Continuing Professional Education (CPE) Credit

The American Society of Appraisers 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 the 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 websitewww.nasbaregistry.org.

CPE Credit: One (1) Hours in Specialized Knowledge
Program Level: Fundamental
Delivery Method: Group-internet based courses are approved for CPE
Prerequisites: None
Advanced Preparation: None
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy

Instructor Information

Michael Eggers, ASA  | American Business Appraisers

Michael Eggers has over 30 years of valuation experience commonly in contested matters and has served as the primary transaction advisor in over $1.0 billion in completed transaction value in the last 15 years.  Testifying in over 100 matters, Mr. Eggers provides special counsel to Boards of Directors and has been appointed a Special Master in many California courts.  His firm is recognized in Silicon Valley and provides a range of financial fair value (including IRC 409a reports) to the thriving tech based companies in the area.  Mr. Eggers has also completed the Pepperdine Law School Mediation Program and serves as a mediator and special consultant to JAMS.

Agenda

There is no available agenda for this course.

Learning Outcomes

Upon completion of this course,students will be able to:

• Define a common set "BV Glossary of Terms";
• Will be provided forms and templates that conform to basic BV principles;
• Learn the important differences in Standards of Value and Levels of Value; and
• Informed of "consensus best practice" applicable to defined valuation assignments.