Summer’s over, but CPE season is here

BVWireIssue #132-1
September 11, 2013

It’s back-to-school time, and we’ve got a slate of CPE events designed to get you up to speed on some very interesting topics.

On September 12, in S Corps … What a Long, Strange Trip It’s Been, expert appraiser Nancy Fannon (Meyers, Harrison & Pia) traces the history of thought on pass-through entity valuations through the courts, academic research, and various appraisal models to show how the elusive goal of a simple, sound valuation model may be within reach. Attendees will hear that, given the “long, sordid history of ‘it,’” “it” may simply be a cost of capital issue.

During September, we present two installments in BVR’s Advanced Webinar Series on Business Valuation in Divorce. On Friday, September 13, Double Dipping: Incomes, Assets, and Double Counting in Divorce features Stacy Collins (Financial Research Associates), Donald DeGrazia (Gold Gerstein Group), and Adam John Wolff (Kasowitz Benson Torres & Friedman). Attendees will learn how to recognize and avoid the double counting of incomes and assets—so-called “double dips”—as well as what courts have said on the issue.

Then, on September 20, BVR welcomes series curator James Alerding (Alerding Consulting) for Goodwill in Divorce Valuation: Personal, Entity, and the Difference Between. This program will address perhaps the most common challenge in divorce valuation, along with what appraisers can learn from recent court cases and professional guidelines.

Turning to healthcare, Valuing Dialysis Clinics features expert Jim Lloyd (Pershing Yoakley & Associates), who joins BVR for a look at the appraisal challenges inherent in a highly regulated industry, dependent on a variety of patient reimbursement models, and at the mercy of patient mix, geographic location, and relationships with local nephrology practices. This program, taking place on Tuesday, September 24, is Part 9 of BVR’s Online Symposium on Healthcare Valuation.

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