Archived Webinar Packages
If you missed one of the webinars in the VPS StraightTalk Series, you can order an archived webinar package. All archived webinar packages include an interactive video of the webinar showing the audio synced to the slide presentation in real time with handouts. Note that CPE is only available for live webinar broadcasts.
Please click on the title of the webinar to order.
127 – Annual New Year BV Update – The NEW Concepts, Data, Models, and Methods from 2018 That You Need to Know and Understand
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA
126 – Ethics in Business Valuation: Applying the AICPA Code of Professional Conduct and Professional Standards
Speakers: Rod Burkert, CPA/ABV, CVA and Mark Kucik, CPA, CVA, CM&AA, CFF, CPVA
125 – New Best Practices – The Income Approach
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA
124 – Valuing Small Businesses Worth Less than $10 Million Includes the Impact of the TCJA PART 2
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Jim Alerding, CPA/ABV, ASA
123 – Valuing Small Businesses Worth Less than $10 Million Includes the Impact of the TCJA PART I
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Jim Alerding, CPA/ABV, ASA
122 – S Corp Valuations and the Tax Cuts and Jobs Act
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Sam Wessinger
121 – BV and the Tax Cuts and Jobs Act – Q&A with Hitchner, Treharne, and Drysdale
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA, Chris Treharne, ASA, MCBA, Don M. Drysdale, CPA/ABV, ASA
120 – The Impact of the New Tax Law on Business Valuation
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA
119 – How Would a BV Professional Assess Your Practice?
Speaker: Rod Burkert, CPA/ABV, CVA, CVB
118 -Hot Issues in Business Valuation with Hitchner and Fishman – PPC Guide
Free webinar – No recording available
117 – Lost Profits: Expert Report
Speakers: Chris Rosenthal, CPA/ABV/CFF, ASA, AEP and Zachary Reichenbach, CPA/ABV/CFF, CFA
116 – Annual New Year BV Update – The NEW Concepts, Data, Models, and Methods from 2017 That You Need to Know and Understand
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA
115 – How New IRS Policy Impacts Your S Corp Valuations
Michael Gregory, NSA, MBA, ASA, CVA
114 – Lost profits or Lost Business Value?
Everett P Harry III, MBA, CPA/CFF and Jeffrey H. Kinrich, MBA, CPA/ABV/CFF
113 – Best Practices in Business Valuation: S Corps
Jim Hitchner, CPA/ABV/CFF, ASA and Kate Morris, ASA
112 – Goodwill in Divorce Matters
Jim Alerding CPA/ABV, ASA
111 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – Report Writing
Jim Hitchner, CPA/ABV/CFF, ASA
110 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – Guideline Public Company Method
Jim Hitchner, CPA/ABV/CFF, ASA and Kate Morris, ASA
109 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – Discounted Cash Flow
Jim Hitchner, CPA/ABV/CFF, ASA
108 – Using New Resources to Determine and Defend Lack of Marketability Discounts
Jim Alerding, CPA/ABV, ASA and Josh Angell, CFA, ASA
107 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – Cost of Capital
Jim Hitchner, CPA/ABV/CFF, ASA
106 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – The Capitalized Cash Flow Method
Jim Hitchner, CPA/ABV/CFF, ASA
105 – Best Practices Series: Business Valuation Methods – The Guideline Company Transactions Method
Jim Hitchner, CPA/ABV/CFF, ASA
104 – Annual New Year BV Update – The NEW Concepts, Data, Models, and Methods from 2016 That You Need to Know and Understand
Jim Hitchner, CPA/ABV/CFF, ASA
103 – Buying, Selling, Valuing Small Businesses – The Similarities and the Differences
Gregory R. Caruso, JD, CPA, CVA
102 – Navigating the Proposed Section 2704 Regulations
Chris Treharne, ASA, MCBA, CVA
101 – Statistics – What you need to know
Dr. Michael Crain, DBA, CPA/ABV, CFA, CFE
100 – Appraisal Review – It’s a Lot Harder Than You Think
Timothy R. Lee, ASA
99 – Explaining Damages to Juries and Others
Speaker: Chris Hamilton, CPA, CFE, CVA
98 – How to Defend Your Business Valuation – Very Detailed Discussion of Components, Data, Methods, and Applications
Jim Hitchner, CPA/ABV/CFF, ASA
97 – Dissecting the Reasonable Compensation Job Aid For IRS Valuation Professionals
Robert Grossman, CPA/ABV, CVA, ASA, MST, CBA and Melissa Bizyak, CPA/ABV/CFF, CVA
96 – Calculation v. Valuation – How Each Fits in Your Practice
Edward J. Dupke, CPA/ABV/CGMA, ASA and James Alerding, CPA/ABV, ASA
95 – Current Developments with Fair Value Measurements
Mark L. Zyla CPA/ABV, CFA, ASA
94 – New Hitchner Pratt Fishman Guide- Select Controversial Issues
Jim Hitchner, CPA/ABV/CFF, ASA
Jay Fishman, FASA
93 – Annual New Year BV Update – The NEW Concepts, Data, Models, and Methods from 2015 That You Need to Know and Understand
Jim Hitchner, CPA/ABV/CFF, ASA
92 – Expert Testimony: Where Truth and Advocacy Collide
Michael G. Kaplan, CPA/ABV/CFF, CVA, MAFF
91 – Building a BV Practice That Is Good for You – Moving the Dial on Your Practice and Life Further, Faster
Mel Abraham, CPA/ABV, CVA, ASA, CSP
Rod Burkert, CPA/ABV, CVA, CVB
Kevin Yeanoplos, CPA/ABV/CFF, ASA
90 – Hardball with Hitchner, Pratt, and Fishman – They Tackle the Tough Issues and Present a Consensus View
Jim Hitchner, CPA/ABV/CFF, ASA with panelists Shannon Pratt, DBA, CFA, ABAR, FASA, MCBA, ARM, CM&AA and Jay E. Fishman, FASA, CBA
89 – Small Business Divorce Valuations Including Case Studies and Examples
Jim Alerding, CPA/ABV, ASA, CVA and Jim Ewart, CPA/ABV/CFF, CVA
88 – The Guideline Public Companies Method Amazing Lessons from the Tax Court
Lance Hall, ASA
87 – Detecting and Avoiding Business Valuation Mistakes: The Guideline Company Transactions Method Small- to Medium-Size Businesses – Coming Soon
Jim Hitchner, CPA/ABV/CFF, ASA
86 – New IRS Job Aid on How the IRS Determines Reasonable Compensation
Michael Gregory, ASA, CVA
85 – New IRS Job Aid on How the IRS Values Non-Controlling Interests in S Corps
Michael Gregory, ASA, CVA
84 – Providing Expert Testimony – What to Watch For and What to Watch Out For
Jim Alerding, CPA/ABV, ASA
Ed Dupke, CPA/ABV/CFF/CGMA, ASA
83 – Detecting and Avoiding Business Valuation Mistakes – The Capitalization of Earnings/Cash Flow Method – Coming Soon
Jim Hitchner, CPA/ABV/CFF, ASA, CEO Valuation Products and Services
82 – New Year BV Update: The NEW Concepts, Data, Models and Methods From 2014 That You Need to Know and Understand
Jim Hitchner, CPA/ABV/CFF, ASA, CEO Valuation Products and Services
Kate Morris, ASA, President Morris Valuation Consulting
81 – Tangible Asset Valuations within Business Valuations: Golf Courses to Steel Mills – What Business Valuers Need to Know
Raymond Moran, ASA, MRICS, CEO, MG Valuation
Edwin Litolff, MAI, CCIM, Managing Director, Frisco Valuation Group
Steven Harski, ASA, CFE, Director, T.B. Harski & Associates
80 – Unlocking Private Company Wealth: Proven Strategies and Tools for Managing the Wealth in Your Private Business
Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management
79 – 20 Ways to Calculate the Cost of Equity Capital: A Case Study – How to Apply the New Data and Methods from the 2014 Duff & Phelps Valuation Handbook
Jim Hitchner, CPA/ABV/CFF, ASA CEO, Valuation Products and Services
Don Wisehart, CPA/ABV/CFF, ASA, CVA, MST, Wisehart, Inc.
78 – Business Valuation Calculations and Calculation Reports: Litigation and Non-Litigation
Jim Hitchner, CPA/ABV/CFF, ASA CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC
77 – Employee Stock Ownership Plans: Understanding their Mechanics and the Nuances to Valuing Them
Robert Grossman, CPA/ABV, CVA, ASA, MST, CBA and Melissa Bizyak, CPA/ABV/CFF, CVA, Partners, Grossman Yanak & Ford LLP
76 – Implementing the Market Approach Using the Guideline Publicly Traded Company Method
Charles Wilhoite CPA/ABV/CFF, CMA, ASA, CFM, CGMA, CBA, CVA, Partner, Willamette Management Associates
75 – An Integrated Look at the Major Valuation Issues of Today
Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management
Travis W. Harms, CPA/ABV, CFA, Senior Vice President, Mercer Capital
74 – Practical Application of Intangible Asset Valuation Approaches and Methods
Robert F. Reilly, CPA/ABV/CFF, Managing Director of Willamette Management Associates
73 – Grabowski on Cost of Capital An Update on What’s New in the April 2014 Cost of Capital: Applications and Examples, 5th ed. Book
Roger J. Grabowski, ASA. Managing Director, Duff & Phelps LLC
72 – Engagement Letters in Valuation and Forensic Services – Our Biggest Protection
Stacey D. Udell, CPA/ABV/CFF, CVA, ASA, Partner, Gold Gocial Gerstein LLC
Donald J. DeGrazia, CPA/ABV/CFF, Partner, Gold Gocial Gerstein LLC
71 – New Year BV Update – The NEW Concepts, Data, Models and Methods From 2013 That You Need to Know and Understand– Coming Soon
Jim Hitchner, CPA/ABV/CFF, ASA CEO, Valuation Products and Services
Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Principal-in-Charge, BVFLS Group, Keiter
70 – Fundamentals of Personal Injury and Wrongful Death Economic Damage Calculations How to Apply the Various Methods, Studies and Data Sources
Jim Koerber, CPA/ABV/CFF, CVA, CFE, Shareholder, The Koerber Company, P.A.
Brian Schmittling, CPA/ABV/CFF, CVA, CFE, Shareholder, The Koerber Company, P.A.
Rob King, CPA/ABV, CVA, CFE, Shareholder, The Koerber Company, P.A.
69 – BV Standards Q&A: Real World Solutions to Perplexing Issues Standard Experts on AICPA, ASA/USPAP and NACVA/IBA – Coming Soon
Jim Hitchner, CEO, Valuation Products and Services
Carla Glass, CFA, FASA, Member-Owner, Hill Schwartz Spilker Keller
Robert Grossman, CPA/ABV, CVA, ASA, MST, CBA, Partner, Grossman Yanak & Ford
68 – How to Review Your Own Valuation Analysis and Report – Is It Reliable, Understandable, Complete and Persuasive?
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
Chris Hamilton, CPA, CFE, CVA, DABFA, Principal, Arxis Financial, Inc.
67 – Major Value Drivers in Valuation – Cost of Capital and Discounts for Lack of Marketability: How to Properly Apply the Various Methods, Studies and Data Sources – Coming Soon
Jim Hitchner, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC
66 – Dos and Don’ts in the Valuation of Small Businesses and Professional Practices Including Divorce Valuation Issues
Stacey D. Udell, CPA/ABV/CFF, CVA, ASA, Partner, Gold Gocial Gerstein LLC
Lari Masten, MSA, CPA, ABV, CFF, CVA, ABAR, Founder of Masten Valuation
Mark Hanson, CPA/ABV, CVA, Shareholder, Schenck SC
65 – How to Reconcile Your Value And Support Your Conclusion
Chris Hamilton, CPA, CFE, CVA, DABFA, Principal, Arxis Financial, Inc.
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
64 – How to Detect and Attack a “Rigged” Valuation: Preparing the Case Against an Unethical Valuation
Jim Hitchner, CEO, Valuation Products and Services
Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Principal-in-Charge, BVFLS Group, Keiter
63 – Common and Uncommon Business Valuation Mistakes
Jim Hitchner, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC
61 – Understanding What the Auditors are Looking For in Your Fair Value Reports
Mark J. Edwards, CPA/ABV, CFA
David C. Dufendach, CPA/ABV, ASA
60 – Business Valuation Calculations and Calculation Reports
Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC
Ed Dupke CPA/ABV/CFF/CGMA,ASA Owner, Dupke Consulting
59 – Valuation of Small Businesses – Solutions to Key Issues in Valuing Businesses Worth Less than $5 million
Jim Hitchner, CEO, Valuation Products and Services
Rod Burkert, CPA/ABV, CVA, President of Burkert Valuation Advisors
Gary Trugman, CPA/ABV, MCBA, ASA, MVS President, Trugman Valuation Associates, Inc.
58 – New Year BV Update: The NEW Concepts, Data, Models and Methods From 2012 That You Need to Know and Understand
Jim Hitchner, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC
Jay Fishman, FASA Managing Director, Financial Research Associates
57 – Risky Business: The Generous Helping of Company-Specific Risk that May Already Be Included in Your Size Premium
Theodore D. Israel, CPA/ABV/CFF, CVA Director, Litigation Services, Eckhoff Accountancy Corporation
56 – The 5 “Big” Valuation Issues
Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management
55 – How to Write a Valuation Report for the IRS
Michael A. Gregory, ASA, AVA, MBA, PE, Chief Manager, Michael Gregory Consulting LLC
54 – Hitchner Q&A Panel- New Insight and Research in Cost of Capital, DLOMs, S Corps, Transaction Databases and Reports – We Tackle the Toughest Issues – You Ask the Questions – We’ll Answer Them
Jim Hitchner, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC
Rod Burkert, CPA/ABV, CVA, President of Burkert Valuation Advisors
53 – Defending Your Valuation Reports Before the IRS – How to Address Key Controversial Issues
Robert Grossman, CPA/ABV, CVA, ASA, MST, CBA, Partner, Grossman Yanak & Ford
Melissa Bizyak, CPA/ABV/CFF, CVA, Partner, Grossman Yanak & Ford
52 – Valuation of Small Businesses: How to be Efficient and Deal with Key Issues
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
Lari Masten, MSA, CPA, ABV, CFF, CVA, ABAR, Founder of Masten Valuation
Mark Hanson, CPA/ABV, CVA, Shareholder, Schenck SC
51 – Normalization vs. Abnormalization Adjustments in Valuation Why When What How and How Not
Jim Hitchner, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC
50 – Transfers of Non-Qualified Stock Options Making the Most of Stock Option Benefits Transfers and Valuation Methods
Espen Robak, CFA, President, Pluris Valuation Advisors LLC
Scott Newman, Esq., Riker, Danzig, Scherer, Hyland & Perretti LLP
Kyle Vataha, Vice President, Pluris Valuation Advisors LLC
Jack Connell, Managing Director, Connell & Partners
49 – Determining Cost of Capital: A Case Study An Easy, Understandable and Supportable Method
Jim Hitchner, CEO, Valuation Products and Services
48 – The Confused State of DLOMs The More I Find Out the Less I Seem to Know
Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC
Rod Burkert, CPA/ABV, CVA, President of Burkert Valuation Advisors
47 – Control Premiums and Minority Discounts in Operating Companies: The Facts, the Fiction and the Figments
Jim Hitchner, CEO, Valuation Products and Services
46 – How to Determine, Support, and Testify on Personal Goodwill in Divorce
Jim Alerding, CPA/ABV, ASA, CVA, Founder, Alerding Consulting
Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Principal-in-Charge, BVFLS Group, Keiter
45 – Using Forensic Tools in Divorce Engagements
Mark S. Warshavsky, CPA/ABV/CFF, MBA, CVA, CBA, CFE, DABFA, CFFA, Partner-In-Charge of the Business
44 – Hitchner Q&A Panel- Cost of Capital, DLOMs and Reports: You Ask the Questions – We’ll Answer Them
Jim Hitchner, CEO, Valuation Products and Services
James P. Harrington, Editor, Duff & Phelps Risk Premium Report
Rod Burkert, CPA/ABV, CVA, President of Burkert Valuation Advisors
43 – The Correct Way to Use Ibbotson and Duff & Phelps Risk Premium Data – Morningstar and D&P Join Forces
James P. Harrington, Editor, Duff & Phelps Risk Premium Report
Magdalena Mroczek, Senior Editor, Morningstar Ibbotson SBBI® Valuation and Classic Yearbooks
42 – Chris Mercer’s Opinions of the IRS Critiques of the DLOM Studies, Databases and Models
Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management
Travis W. Harms, CPA/ABV, CFA, Senior Vice President, Mercer Capital
Brian Pearson, CPA/ABV/PFS, ASA, President, Valuation Advisors
41 – Lance Hall Rebuts IRS Criticisms of the FMV Opinions Restricted Stock Database
Lance Hall, ASA, Cofounder and President, FMV Opinions
40 – IRS’s DLOM Job Aid – A Review of the Discount for Lack of Marketability Job Aid for IRS Valuation Professionals
Jim Hitchner, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services
39 – Reasonable Compensation – What, Where and Why?
Stacey D. Udell, CPA/ABV/CFF, CVA, ASA, Partner, Gold Gocial Gerstein LLC
38 – Demystifying Statutory Fair Value
Z. Christopher Mercer, ASA, CFA, ABAR, Founder, CEO Mercer Capital Management
37 – Techniques for Determining the Technical Accuracy and Credibility of a Valuation Analysis
Jim Hitchner, CEO, Valuation Products and Services
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
36 – Transaction Databases Update – Pratt’s Stats, BIZCOMPS and the IBA
Jim Hitchner, CEO, Valuation Products and Services
Marcie Bour, CPA/ABV, BVAL, CFE, CVA, ABAR, CFFA President, Florida Business Valuation Group
35 – Business Valuation Calculations, Calculation Reports and Summary Reports
Jim Hitchner, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services
34 – How to Review a Valuation Analysis and Report
Jim Hitchner, CEO, Valuation Products and Services
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
33 – Cost of Capital and Discount Rates in Litigation/Damages Valuation and Lost Profits
Jim Hitchner, CEO, Valuation Products and Services
Robert L. Dunn, Esq. and Everett P. Harry, CPA, MBA
32 – Fair Value Methods and Processes Update: Engagement Flowcharts and Checklist Business Combination Case Study
Michael J. Mard, CPA/ABV, ASA, The Financial Valuation Group of FL
Steven D. Hyden CPA/ABV, ASA, The Financial Valuation Group of FL
31 – Grabowski on Cost of Capital: An Update on What’s New and There is a Lot That’s New
Roger J. Grabowski, ASA. Managing Director, Duff & Phelps LLC
30 – Discounts for Lack of Marketability: Making Sense of New Data and Models
Bob Duffy, CPA/ABV, CFA, ASA, Partner, Valuation Services Group, Grant Thornton
Espen Robak, CFA, President, Pluris Valuation Advisors
Gary Trugman, CPA/ABV, MCBA, ASA, MVS. President, Trugman Valuation Associates
29 – The Expert Business Valuation Report: Preventative Medicine – How to Avoid the Big Mistakes and Win the Credibility War
Jay Fishman, FASA, Managing Director of Financial Research Associates
Carole S. Gailor, JD Gailor, Wallis & Hunt, PLLC
28 – Buy-Sell Agreements: New Service Line Opportunity – Helping Your Clients Ensure They Work
Z. Christopher Mercer, ASA, CFA, ABAR, Founder, CEO Mercer Capital Management
27 – Valuing a Business, Measuring Risk, and Assessing Strategy: You Can’t Do One and Not the Others
Warren D. Miller, CFA, CPA, ASA, Cofounder, Beckmill Research, LLC
26 – Discounted Cash Flow – The Correct Way to do it
Jim Hitchner, CEO, Valuation Products and Services
Jeff D. Balcombe, CPA/ABV/CFF, CFA, ASA, President, CEO, The BVA Group
Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Principal-in-Charge, BVFLS Group, Keiter Stephens
25 – Valuation of Small Bus and Professional Practices – A Practical Presentation
David Smith, CPA/ABV/CFF, CFE, CVA, CFFA, CM&EA, Owner, Smith and Company
Nancy Gault, CPA, CVA, Partner, RHD Miller Company
Mark Hanson, CPA/ABV, CVA, Shareholder, Schenck SC
24 – Fair Value: Valuation of Customer Relationships, Technology, and Non-Compete Agreements
Darren S. Cordier, CFA, The Financial Valuation Group, Dallas, TX.
Steven D. Hyden CPA/ABV, ASA, The Financial Valuation Group, Tampa, FL.
23 – Valuing Physician Practices
Mark O. Dietrich, CPA/ABV
22 – Key Issues in the Valuation of Small Businesses for Divorce
Ron Seigneur, CPA/ABV/CFF, ASA, CVA, Managing Partner, Seigneur Gustafson LLP
Michelle Gallagher, CPA/ABV/CFF, Principal, Gallagher & Associates CPAs, PLC
Chris Hamilton, CPA, CFE, CVA, DABFA, Principal, Arxis Financial, Inc.
21 – Hitchner Valuation Update 2
Jim Hitchner, CEO, Valuation Products and Services
20 – Business Valuation Calculations, Calculation Reports And Summary Reports Including a Complete Sample Calculation Report And a Complete Sample Summary Report
Jim Hitchner, CEO, Valuation Products and Services
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services
19 – Discounts for lack of Marketability: New Models and Methods Only
Bob Duffy, CPA/ABV, CFA, ASA, Partner, Grant Thornton
Kevin Yeanoplos, CPA/ABV/CFF, ASA, Director of Valuation Services, Brueggeman and Johnson Yeanoplos
18 – “Best of” Business Valuation Reports: Sample Report Language and Examples
Jim Hitchner, CEO, Valuation Products and Services
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
17 – Hitchner Valuation Update 1
Jim Hitchner, CEO, Valuation Products and Services
16 – Dunn on Damages: Current Hot Issues in Presentation of Financial Expert Testimony
Robert L. Dunn, Esq.
15 – Using Statistical Measures in BVFLS Engagements
G. William Kennedy, Ph.D., CPA/ABV Partner, Anders Minkler & Diehl LLP
14 – Introduction to the Valuation of Intangible Assets: Models and Applications
Mark Zyla, CPA/ABV/CFF, CFA, ASA Managing Director, Acuitas, Inc.
13 – Cost of Capital Ibbotson and Duff & Phelps Case Study: How to Use, Reconcile and Defend Your Results
Jim Hitchner, CEO, Valuation Products and Services
Alina Niculita, CFA, President, Shannon Pratt Valuations
Bob Duffy, CPA/ABV, CFA, ASA, Partner, Grant Thornton
12 – Business Valuation Research – the Internet and Web 2.0
note that this was a live internet presentation and no PowerPoint is available – audio only
Jan Davis (President, JT Research)
Eva M. Lang, CPA/ABV, ASA (President, Valuation Products & Services and
Executive Director, Financial Consulting Group)
11 – Fishman, Mard and Trugman on Divorce Valuations
Jay Fishman, FASA (Financial Research Associates)
Gary Trugman, CPA/ABV, MCVA, ASA, MVS (Trugman Valuation Associates)
Moderated by Mike Mard (The Financial Valuation Group of Florida, Inc.)
10 – HARDBALL WITH HITCHNER, PRATT and FISHMAN
Shannon Pratt, CFA, FASA, MCBA, CM&AA (Shannon Pratt Valuations)
Jay Fishman, FASA (Financial Research Associates)
Moderated by Jim Hitchner
9 – VALUING SMALL BUSINESSES an PROFESSIONAL PRACTICES
Mark Kucik, CPA, CVA, CM&AA (The Kucik Valuation Group)
Chris Hamilton, CPA, CFE, CVA, DABFA (Arxis Financial, Inc.)
Moderated by Kevin Yeanoplos, CPA/ABV/CFF, ASA (Brueggeman and Johnson Yeanoplos, PC)
8 – CALCULATING LOST PROFITS
Mike Crain (The Financial Valuation Group)
Charles Phillips (Acuitas, Inc.)
7 – SIZE PREMIUMS, SIZE PREMIUMS AND NOTHING BUT SIZE PREMIUMS
Jim Hitchner
Sam Wessinger (Financial Valuation Advisors, LLC)
6 – FAIR VALUE MEASUREMENT
Ed Trott (Financial Accounting Standards Board, Board Member, 1999-2006)
Jim Dondero (Huron Consulting Group)
Moderated by Mike Mard (The Financial Valuation Group of Florida, Inc.)
5 – IS MORNINGSTAR IBBOTSON DATA STILL RELEVANT? YES, AND WE’LL TELL YOU WHY. HOW TO PROPERLY UNDERSTAND AND USE IBBOTSON DATA
James Harrington, (Morningstar, Inc. and Senior Editor, Ibbotson SBBI Valuation Yearbook)
Sam Wessinger (Financial Valuation Advisors, LLC)
Moderated by Jim Hitchner
4 – BV STANDARDS APPLICATIONS UPDATE: SIX MONTHS INTO COMPLIANCE
Edward J. Dupke, CPA/ABV (Clifton Gunderson, LLP)
R. James Alerding, CPA/ABV, ASA, CVA (Clifton Gunderson, LLP)
Moderated by Jim Hitchner
3 – DISCOUNTS FOR LACK OF MARKETABILITY:
QUANTITATIVE VS. QUALITATIVE MODELS
Original Broadcast Date: February 27, 2008
R. James Alerding, CPA/ABV, ASA, CVA (Clifton Gunderson, LLP)
Neil Beaton, CPA/ABV, ASA, CFA (Grant Thornton, LLP)
Moderated by Jim Hitchner
2 – TRANSACTION DATABASES: CAN YOU RELY ON THEM?
Original Broadcast Date: March 18, 2008
Presented by Jim Hitchner
Sam Wessinger (The Financial Valuation Group)
1 – COST OF CAPITAL: A CONSENSUS VIEW?
Original Broadcast Date: February 27, 2008
Rod Burkert, CPA/ABV, CVA (Burkert Valuation Advisors)
Alina Niculita, CFA (Shannon Pratt Valuations)
Bob Duffy, CPA/ABV, ASA, CFA (Grant Thornton)
Moderated by Jim Hitchner