Continuing Professional Education on Business Valuation & Litigation
Upcoming Webinars:
- May 12, 2026: Hitchner and Martin Tackle the Tough Topics (TTT) Series
- June 30, 2026: From Value to Proceeds: A Transaction Advisory Framework for Valuation Professionals and CPAs
Tuesday, May 12, 2026, 1:00 – 3:00 PM ET
Hitchner and Martin Tackle the Tough Topics (TTT) Series
Speakers: Jim Hitchner, CPA/ABV/CFF and Harold Martin, CPA/ABV/CFF, ASA, CFE
Webinar Description:
Over the years, we’ve been sharing real-world insights on best practices, common pitfalls, and valuation “secrets” that every practitioner should know. That list has grown — there are now hundreds.
In this session, we narrow it down and tackle the tough topics, the ones that consistently create challenges, spark debate, or get overlooked entirely. From avoiding costly mistakes to strengthening your analyses and conclusions, this session is designed to sharpen your thinking and elevate your work.
Whether you’re looking to refine your approach or pressure-test your current methods, you’ll walk away with practical insights you can apply immediately to your business valuations.
Learning Objectives
In this session, participants will learn:
- How to deal with Personal Guarantees on Debt in Small Businesses
- The FINAL Word on S Corps (Taxes, Minority, Control, and Models)
- Acceptable Methods for Valuing a Minority Interest with and without Control Adjustments
- A Recommended Procedure for Applying the Guideline Company Transactions Method (New Case Studies for Small and Large Businesses)
- The Fallacy of Control Premiums Based on Public Company Acquisitions
- A Recommended Procedure to Support your Cost of Capital
- What Business Valuation Standards are the Best/Worst?
- Are Long-term Growth Rates Too High?
- Professional Practices and Goodwill in Divorce Valuations – One Professional vs. All the Professionals
Handouts:
- VPS Webinar slides
- Various related articles
- Following the webinar, attendees will have access to a video recording of the program
Tuesday, June 30, 2026, 1:00 – 3:00 PM ET
From Value to Proceeds: A Transaction Advisory Framework
for Valuation Professionals and CPAs
Speakers: Asif Charania, CPA/ABV/CFF and Scott Zickefoose, CPA, CM&AA
Webinar Description
Business owners often fixate on headline price, but the real measure of a successful transaction is what ends up in their pocket after debt, working capital adjustments, deal structure, and taxes. This session equips valuation professionals and CPAs with a practical framework for advising clients across the full transaction lifecycle, from pre-sale readiness through closing and post-close true-ups. Using current middle-market M&A data, the presenters walk through how valuation approaches translate into deal pricing, how deal structure allocates risk between buyer and seller, and where the gap between enterprise value and net after-tax proceeds actually emerges. The session also explores tax optimization strategies, common value killers, and the operational levers that drive multiple expansion, giving attendees the tools to deepen their advisory relationships and expand their firm’s transaction-related service offerings.
Learning Objectives
In this session, participants will learn to:
- Apply the three core valuation approaches in a transaction advisory context and explain how each informs deal pricing, negotiation strategy, and buyer behavior in middle-market transactions.
- Advise clients on how deal structure, including seller notes, earn-outs, rollover equity, and working capital targets, affects the gap between headline price and net after-tax proceeds.
- Assess a client’s financial and operational readiness for a transaction by identifying common diligence risk areas, including revenue quality, customer concentration, balance sheet anomalies, and debt-like items.
- Counsel clients on tax structuring considerations, including asset vs. stock sales, Section 1202 (QSBS) exclusions, installment sales, and entity selection, to maximize after-tax proceeds.
- Identify opportunities to expand advisory and consulting services around transaction readiness, sell-side diligence support, and pre-transaction planning for business owners on a 12- to 36-month horizon.
Handouts:
- VPS Webinar slides
- Following the webinar, attendees will have access to a video recording of the program
Continuing Professional Education on Business Valuation & Litigation
Jim Hitchner’s Valuation Products and Services (VPS) provides tools to assist practitioners in business valuation, litigation services, and forensics and fraud.
Valuation Products and Service, 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. Web site: www.nasba.org. Some online programs sponsored by VPS are administered by the Virginia Society of CPAs. For more information regarding CPE, refund, complaint, program cancellation or other policies of the Virginia Society of CPAs, visit vscpa.com/CPEPolicies or call (800) 733-8272.