2026-216: The Goodwill Continuum: Personal, Institutionalized, Pooled, and Enterprise Value

2026-216: The Goodwill Continuum: Personal, Institutionalized, Pooled, and Enterprise Value

**Webinar 216: Live Broadcast Date: August 6, 2026, 1:00–3:00 PM ET**

VPS STRAIGHTtalk Webinar Series:

Speakers: Bethany Hearn, CPA/ABV/CFF and Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE

Description: This course examines goodwill as a continuum rather than a binary personal-versus-enterprise classification. Participants will evaluate how reputation, customer relationships, contractual rights, workforce depth, operating systems, and transaction terms affect the ownership and transferability of goodwill. The course also addresses the SOLD framework (Source, Ownership, Legal transferability, and Distribution of proceeds), appropriate valuation methods, and evidentiary limitations.

Learning Objectives:
During this webinar, participants will learn how to:

• Differentiate personal, institutionalized personal, pooled professional, and enterprise goodwill based on source, ownership, transferability, and persistence.
• Apply the SOLD framework—Source, Ownership, Legal transferability, and Distribution of proceeds—to evaluate goodwill in single-owner and multi-owner professional practices.
• Analyze contracts, restrictive covenants, operating systems, workforce structure, customer behavior, and transaction proceeds as evidence of goodwill ownership and transferability.
• Select a valuation method that is consistent with the goodwill classification, available evidence, and identified data limitations.

 Handouts:

• • VPS Webinar slides
  • Following the webinar, attendees will have access to a video recording of the program

With our simple flat pricing plan, your entire office (up to 20 people) can join us for this 100-minute presentation, earn two hours of CPE credit, and receive an archive recording for $299. Contact jkern@valuationproducts.com if your firm will have more than 20 attendees.

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Program Level: Intermediate
Delivery Method: Group/Internet based
Prerequisites: Basic understanding of business valuation concepts
CPE Credits: Two 50-minute CPE hours / Field of Study: Specialized Knowledge
For more information on CPE credits, refund policies, and complaint resolution visit our CPE page at www.valuationproducts.com/cpe.html.

Note to our loyal repeat customers:  We are partnering with the Virginia Society of CPAs to update and streamline our webinar process.  As a result, the instructions for registering and accessing the webinar have changed. Please download and read these instructions carefully.