Start Date and Duration
Location and Format
Early Bird Rate for individual courses: $1,195. Early Bird Bundle Rate: $4,302 (must purchase all four courses). Standard Rate for individual courses: $1,795. Early Bird registration ends Nov. 23, 2020.
Introduction to Business Valuation - Market Approach: Jan. 7 - 10, 2021
Introduction to Business Valuation - Income Approach: Feb. 4 - 7, 2021
Introduction to Business Valuation - Asset Approach, Discount & Premiums: March 4 - 7, 2021
Advanced Topics in Business Valuation: April 1 - 4, 2021
The Business Valuation Program consists of 4 courses.
Introduction to Business Valuation - Market Approach (MA)
Market Approach is the first course in the Principles of Valuation (POV) course series. This course will introduce practitioners to the steps necessary to complete a valuation assignment and provide an overview of how to apply the Market Approach. More specifically, the course will provide a Guideline for Public Company and Merger and Acquisition Methods. Additionally, the course will review:
- Introduction to Business Valuation, Business Valuation Theory and a general overview of the Market Approach.
- Defining the Appraisal Assignment.
- Data Gathering.
- Revenue Ruling 59-60.
- Engagement Assignments.
- Data, Company and Industry Analysis.
- Economic and Financial Statement Analysis.
- GPC Steps 1, 3, 4, 7, 8 and 9 Covering Guideline Search Selection.
- Normalizing Financial Statements.
- Calculating Selecting Multiples.
- Adjusting and Applying Multiples and Reconciliation.
- The Merger and Acquisition Method.
- Rules of Thumb and Other Market Methods.
Introduction to Business Valuation - Income Approach (IA)
Income Approach was designed to build upon the learning outcomes achieved in MA by adding the income approach to the student's skill set/ toolbox. This course places heavy emphasis on the three key variables of a valuation (regardless of whether the valuation is concerning fair value for financial reporting, fair market value for litigation or tax-related valuations):
- Benefit Streams.
- Risks (i.e., discount rate).
Introduction to Business Valuation - Assets Approach, Discounts & Premiums (AADP)
Assets Approach, Discounts & Premiums is an advanced course that takes the valuation foundations covered in MA and IA and extends the principles of value (POV) series into advanced topic areas, including those with diversity in their practice. Students will learn to:
- Apply the asset approach.
- Apply discounts and premiums.
- Reconcile values.
- Write reports that illustrate the most contentious valuation topics.
Advanced Topics in Business Valuation
This capstone course applies the general valuation theory and principles learned in MA, IA, and AADP, and introduces the student to a variety of advanced valuation applications.