Business Valuation Resources, LLC

Omissions & Commissions: Errors, Challenges & Solutions in Business Appraisal Reports

Date: Thursday, August 9, 2012
Time:
10:00am-11:15am PT / 1:00pm-2:15pm ET
Format: A BVR Webinar

Earn 1.5 CPE credits
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Register for this program:

Webinar - $179
Training Pack* - $179
Webinar & Training Pack* - $269

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*Training Packs include: a complete recording and transcript with all presentation and reading materials
Please note: CPE credit is not available through Training Packs
More information is available below

Featuring (click image for more information):

L. Paul Hood Jr.
Attorney at Law

Timothy R. Lee
ASA
Mercer Capital


Why You Should Attend

The only tangible result of the valuation process, appraisal reports are frequently subject to scrutiny and attack, not all of which are accurately substantiated. In this webinar BVR welcomes attorney Paul Hood and appraiser Tim Lee, co-authors of "A Reviewer's Handbook to Business Valuation," for a look at these controversial issues and how appraisers can best prepare themselves and their reports. Through a consideration of both questionable omissions and inclusions, Hood and Lee will reveal what courts – and appellate courts – have said about appraisal reports and the both questionable and common errors they contain.

Agenda

  • Errors of commission and omission
    • According to business valuation standards
    • According to tax court cases
  • Critical areas of consideration for BV practitioners
    • From an engagement perspective
    • From a methodological application perspective
  • Proactive and reactive recommendations and best practices, respectively, to prevent or address mistakes in business valuations

Learning Objectives

  • Learn common mistakes and/or shortcomings in business valuations and how they are viewed in court
  • Learn how such mistakes can be avoided or addressed
  • Understand how both business appraisers and attorneys view these errors and how these perspectives may vary

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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For more information on the Training Passport/Training Passport Pro or group discounts to single events for 5 or more people, contact BVR at sales@bvresources.com

CPE Credits for Unlimited Listeners
Have as many eyes and ears take advantage of your registered connection as possible: CE credit is available for an unlimited number of listeners to any registered line. To add listeners for CE credit, please complete the Additional Listener form included on your webinar dial-in instruction email. We'll send dial-in instructions one to two days before our program, and will provide information directly to those listeners you identify approximately one hour before our program.

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 1.5 Credit Hours (Specialized Knowledge & Applications)

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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

www.nasba.org
NASBA Sponsor


All BVR training events are eligible for continuing education credits from the Exit Planning Institute's Certified Exit Planning Advisor (CEPA) program. Credits are based on a 50-minute hour. Final acceptance is at the discretion of the Exit Planning Institute.

www.exit-planning-institute.org

Training Packs

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.






BVR's Satisfaction Guarantee:
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.