Featuring Z. Christopher Mercer of Mercer Capital
Telephone Dial-In Audio Conference
Thursday, May 24, 2007
10:00am-11:40am PDT / 11:00am-12:40pm MDT / 12:00pm-1:40pm CDT / 1:00pm-2:40pm EDT

In this first session, we focus on providing useful information that can be beneficial to you and/or your clients immediately!   Specifically, you do not want to miss the section on how to review a buy-sell agreement (from a valuation perspective).  We walk through the 40-page “Buy-Sell Audit Checklist” from the new book, Buy-Sell Agreements: Ticking Time Bombs or Reasonable Resolutions.  This is alone worth the price of admission!

BONUS OFFER: To receive a free copy of the 40-page “Buy-Sell Audit Checklist” in a 8.5x11” format ready for your use, send Chris Mercer your favorite buy-sell agreement war story (please change all the names to protect the innocent and guilty!).   Chris just might use your story in the teleseminar series yet even if he doesn’t, you’ll receive the FREE “Buy-Sell Audit Checklist”.  Send you war story to Chris at mercerc@mercercapital.com along with your name.

Learn More and Register for the Additional Sessions:

Part Two: The Planner's Role in Buy-Sell Agreements and Part Three: Buy-Sell Agreements: Opportunities & Challenges for Business Appraisers

Call (503) 291-7963 or send an email to customerservice@bvresources.com
before May 24, 2007 to take advantage of our package prices for this series!
These special package prices are not available online. Please call or email to register.

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.

Learning Objectives:

• Identify the six defining elements that every buy-sell agreement should possess but most do not
• Learn which pricing mechanisms typically work and which typically do not
• How to review a buy-sell agreement from a valuation perspective, not only for business appraisers but also for business owners and their professional advisors
  

Program Outline:

• Introduction

• An overview of types of buy-sell agreements

• The importance of getting the agreement

• The six defining elements of buy-sell agreements:

  • The standard of value
  • The “as-of” date
  • The level of value
  • Appraiser qualifications
  • Appraisal standards
  • Funding mechanisms

• Pricing mechanisms – which typically work and which typically do not:

  • Fixed price
  • Formula pricing
  • Single appraiser process
  • Multiple appraiser process

• How to review a buy-sell agreement from a valuation perspective:

  • A walk-through of the 40-page “Buy-Sell Audit Checklist” from the book Buy-Sell Agreements: Ticking Time Bombs or Reasonable Resolutions? 
    
    
• Conclusion - Putting it all together for your clients and/or your business
  
  

Register for Part 1 Conference only for $249

Register for Part 1 Conference and CD only for $339

Register for Part 1 Conference and Transcript only for $339

Register for Part 1 Conference, CD, and Transcript only for $429

Panel Includes:

Z. Christopher Mercer, ASA, CFA Z. Christopher Mercer is founder and chief executive officer of Mercer Capital. Mercer Capital is a business valuation and investment banking firm serving a national and international clientele. In addition, Mercer Capital provides investment banking and corporate advisory services including sell-side and buy-side merger & acquisition representation, fairness opinions, solvency opinions, business interest and securities valuation, and board presentations, among others. Mr. Mercer began his valuation career in the late 1970s. He has prepared, overseen, or contributed to hundreds, if not thousands, of valuations for purposes related to M&A, litigation, and tax, among others. He is a prolific author on valuation-related topics and one of the most sought after speakers on business valuation issues for national professional associations and other business and professional groups. Mr. Mercer has broad industry experience providing corporate valuation and investment banking services to hundreds of companies in an array of industries. Specific industry experience includes, but is not limited to, auto dealerships, construction, general & specialty contracting, distribution companies, financial institutions, financial services, retail, manufacturing, restaurants, technology companies, telecommunications, trucking & transportation. In addition to this publication, Mr. Mercer is the sole author of four books including Valuing Shareholder Cash Flows: Quantifying Marketability Discounts, Valuing Enterprise and Shareholder Cash Flows: The Integrated Theory of Business Valuation, Quantifying Marketability Discounts, and Valuing Financial Institutions. Mr. Mercer is also a contributing author to Valuation for Impairment Testing. He has also published scores of articles and given numerous speeches on topics related to business valuation and investment banking. Learn more about Chris Mercer and Mercer Capital at: www.MercerCapital.com

Don’t miss these two sessions!

Part 2: The Planner's Role in Buy-Sell Agreements 
June 14, 2007  Featuring Chris Mercer, L. Paul Hood, Jr., Esq., and John H. Brown, Esq. CFP
Highlight:  This session focuses on helping planners help their clients – and in turn, potentially build their own practice. 

Part 3: Buy-Sell Agreements: Opportunities & Challenges for Business Appraisers
July 19, 2007  Featuring Chris Mercer, Roger Grabowski, and Jim Hitchner
Highlight:  Featuring three of the biggest names in business valuation, this session focuses on helping appraisers become facilitators of business valuation dispute resolutions.  Plenty of real-world examples. 

Call (503) 291-7963 or send an email to customerservice@bvresources.com
before May 24, 2007 to take advantage of our package prices for this series!
These special package prices are not available online. Please call or email to register.

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. www.nasba.org NASBA Sponsor

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.

Satisfaction Guaranteed:
For more information on this telephone conference or our past telephone conferences, please email customerservice@bvresources.com 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: cassandram@bvresources.com . There are no fees associated with refunds.