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Contains 60 Component(s) Includes Multiple Live Events. The next is on 09/22/2025 at 1:00 PM (EDT)
The BCA Certification Program includes all three levels of the Business Certified Appraiser Body of Knowledge (BCA-BOK).
Start Date: September 22, 2025
End Date: November 17, 2025
Format: Online (a blend of virtual synchronous and asynchronous collaboration)
Hours: 32 Hours (includes 3 hours for readings and discussions and 1 hour of class time each week)
The Business Certified Appraiser (BCA) certification program provides a hands-on learning experience to help candidates prepare for and obtain the Business Certified Appraiser (BCA) designation. The path to obtaining the BCA designation involves completing two self-study courses—Valuation Essentials and Advanced Valuation Techniques—passing the proctored BCA exam, and submitting a written demonstration report for peer review.
The Valuation Essentials course is designed to introduce business valuation concepts and methodologies. Topics covered are geared toward 100% ownership interests in closely held businesses (under $5 million). The Advanced Valuation Techniques course covers in-depth issues relating to minority interest valuation assignments in family-owned businesses (over $5 million). Upon completing this program, you will be able to:
- Identify and apply business valuation terminology, concepts, and methodologies
- Read and interpret financial statements
- Normalize financial information
- Identify earning streams
- Develop rates of return
- Calculate and apply ratios
- Apply discounts and premiums
- Understand the market approach to value and reconciliation
Live classes are held on Mondays at 1:00 p.m. EST. The cost of your exam is included with your registration.
You will have one year of access to the course materials.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
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Register
- Non-member - $2,100
- Member - $1,495
- Trial - $1,346
- More Information
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Contains 60 Component(s) Includes Multiple Live Events. The next is on 04/07/2025 at 1:00 PM (EDT)
The BCA Certification Program includes all three levels of the Business Certified Appraiser Body of Knowledge (BCA-BOK).
Start Date: April 7, 2025
End Date: June 2, 2025
Format: Online (a blend of virtual synchronous and asynchronous collaboration)
Hours: 32 Hours (includes 3 hours for readings and discussions and 1 hour of class time each week)
The Business Certified Appraiser (BCA) certification program provides a hands-on learning experience to help candidates prepare for and obtain the Business Certified Appraiser (BCA) designation. The path to obtaining the BCA designation involves completing two self-study courses—Valuation Essentials and Advanced Valuation Techniques—passing the proctored BCA exam, and submitting a written demonstration report for peer review.
The Valuation Essentials course is designed to introduce business valuation concepts and methodologies. Topics covered are geared toward 100% ownership interests in closely held businesses (under $5 million). The Advanced Valuation Techniques course covers in-depth issues relating to minority interest valuation assignments in family-owned businesses (over $5 million). Upon completing this program, you will be able to:
- Identify and apply business valuation terminology, concepts, and methodologies
- Read and interpret financial statements
- Normalize financial information
- Identify earning streams
- Develop rates of return
- Calculate and apply ratios
- Apply discounts and premiums
- Understand the market approach to value and reconciliation
Live classes are held on Mondays at 1:00 p.m. EST. The cost of your exam is included with your registration.
You will have one year of access to the course materials.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
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Register
- Non-member - $2,100
- Member - $1,495
- Trial - $1,346
- More Information
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Contains 9 Component(s) Includes Multiple Live Events. The next is on 02/17/2025 at 1:00 PM (EST)
February 17-21, 2025, 1PM ET | The BCA-R credential signifies outstanding achievement in Business Appraisal Review.
3rd BCA-R Workshop & Seminar
February 17-21, 2025, 1PM ET
The BCA-R (Business Certified Appraiser in Review) is ISBA's credential signifying outstanding achievement in Business Appraisal Review. Only certified* business appraisers with two or more full years of experience developing and reporting on the valuation of businesses are eligible to qualify for the BCA-R.
The course syllabus will be available a week before the program.
BCA-R Requirements:
- Complete pre-reading assignment in two texts supplied as part of your course
- Attend the five-day ISBA course in business appraisal review
- Pass the BCA-R exam
- Pass the BCA-R demonstration business appraisal review report assignment
- Be (and remain) a member of the ISBA in good standing
* Must hold a BCA, ASA, ABV, CBA, CVA, CFA or MAFF credential. Exceptions may be requested.
Course Outline:
Day 1
- Introduction to business appraisal review
- Translating business appraisal knowledge to business appraisal review
- Standards and Ethics
Day 2
- Credibility
- Appraisal review checklists
- The review report
- Homework: A homework (overnight) assignment will be given, and debriefed during Day 3
Day 3
- Homework presentations and discussion
- Review and discussion of two reports
- Sample BCA-R report
Day 4
- Business practices in appraisal review
- Review for examination
- Assignment of demonstration report case study
- Examination
Day 5
- On Day 5, participants will write their demonstration. Review reports thereby concluding the requirements for the course and the credential.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
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Register
- Non-member - $2,395
- Member - $2,195
- Trial - $1,996
- More Information
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Contains 60 Component(s) Includes Multiple Live Events. The next is on 01/27/2025 at 1:00 PM (EST)
The BCA Certification Program includes all three levels of the Business Certified Appraiser Body of Knowledge (BCA-BOK).
Start Date: January 20, 2025
End Date: March 17, 2025
Format: Online (a blend of virtual synchronous and asynchronous collaboration)
Hours: 32 Hours (includes 3 hours for readings and discussions and 1 hour of class time each week)
The Business Certified Appraiser (BCA) certification program provides a hands-on learning experience to help candidates prepare for and obtain the Business Certified Appraiser (BCA) designation. The path to obtaining the BCA designation involves completing two self-study courses—Valuation Essentials and Advanced Valuation Techniques—passing the proctored BCA exam, and submitting a written demonstration report for peer review.
The Valuation Essentials course is designed to introduce business valuation concepts and methodologies. Topics covered are geared toward 100% ownership interests in closely held businesses (under $5 million). The Advanced Valuation Techniques course covers in-depth issues relating to minority interest valuation assignments in family-owned businesses (over $5 million). Upon completing this program, you will be able to:
- Identify and apply business valuation terminology, concepts, and methodologies
- Read and interpret financial statements
- Normalize financial information
- Identify earning streams
- Develop rates of return
- Calculate and apply ratios
- Apply discounts and premiums
- Understand the market approach to value and reconciliation
Live classes are held on Mondays at 1:00 p.m. EST. The cost of your exam is included with your registration.
You will have one year of access to the course materials.
Shawn Hyde
CBA, CVA, CMEA, BCA
International Society of Business Appraisers
Shawn Hyde, CBA, CVA, CMEA, BCA has over 20 years of valuation and appraisal experience in numerous industries. He is a Certified Business Appraiser, Certified Valuation Analyst, Certified Machinery & Equipment Appraiser, and a Business Certified Appraiser. He has written and taught courses for the Institute of Business Appraisers (IBA), the National Association of Certified Valuators and Analysts (NACVA), and the International Society of Business Appraisers (ISBA). He has served on the IBA’s Education Board, and the IBA’s Board of Governors, and is a past Editor in Chief of the IBA’s professional journal, Business Appraisal Practice.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
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Register
- Non-member - $2,100
- Member - $1,495
- Trial - $1,346
- More Information
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Contains 1 Component(s) Includes a Live Web Event on 01/22/2025 at 1:00 PM (EST)
The IRS has issued new Proposed Regulations, bringing all appraisers under their regulatory jurisdiction. The regulations have a singular purpose: establishing rules (“standards”) for the disqualification of appraisers. This is the first time appraisers have been brought under the umbrella of IRS Circular 230, and the implications are clear: the IRS intends to increase its focus on appraiser professional responsibility.
The IRS has issued new Proposed Regulations, bringing all appraisers under their regulatory jurisdiction. The regulations have a singular purpose: establishing rules (“standards”) for the disqualification of appraisers. This is the first time appraisers have been brought under the umbrella of IRS Circular 230, and the implications are clear: the IRS intends to increase its focus on appraiser professional responsibility.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
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Register
- Non-member - Free!
- Member - Free!
- Trial - Free!
- More Information
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Register
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Contains 1 Component(s)
Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.
Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
John LaRosa
Founder and Research Director
Marketdata LLC
John LaRosa is the founder and Research Director of Marketdata LLC, a Tampa, FL-based market research firm operating for 45 years. He has an MBA in Marketing and B.S I Education. Prior to running Marketdata in 1987, he worked for 10 years for a market research firm, a laboratory instruments distributor, a paper industry trade association, and a high technology filtration products manufacturer. Mr. LaRosa has authored more than 300 market and industry studies, with a specialty tracking service sectors. He also performs business coaching and marketing consulting.
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- Non-member - Free!
- Member - Free!
- Trial - Free!
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Contains 2 Component(s), Includes Credits Recorded On: 10/23/2024
In the Mandelbaum case, Judge David Laro espoused ten factors by which valuators may analyze the discount for lack of marketability. This method has proven most popular and very logical ever since. Esteemed valuator Ron Rudich has expanded on the Mandelbaum factors, thereby making the DLOM analysis even more supportable. We will examine the expanded set of factors in this very practical webinar.
In the Mandelbaum case, Judge David Laro espoused ten factors by which valuators may analyze the discount for lack of marketability. This method has proven most popular and very logical ever since.
Esteemed valuator Ron Rudich has expanded on the Mandelbaum factors, thereby making the DLOM analysis even more supportable. We will examine the expanded set of factors in this very practical webinar.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
Ronald D. Rudich
CPA, MS, MCBA, CVA/ABAR/MAFF, CM&AA, CMEA, BCA
Mr. Rudich's primary area of expertise is in the valuation of closely held businesses, litigation support services, and machinery and equipment appraisals. Mr. Rudich performs the following valuation services: scrutiny and analysis of an opposing business valuation, preparation of deposition questions, gift and estate tax related issues, marital dissolutions, pricing of transactions and structuring analysis including mergers, acquisitions, dispositions of business property, going concern opinions, dissenting shareholder issues and business loss quantification analysis. Mr. Rudich has prepared many business valuations and has testified in court cases, and depositions involving valuation of closely held businesses. He has been admitted as an expert witness in cases involving business valuations, divorce proceedings and bankruptcies.
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- Member - Free!
- Trial - Free!
- More Information
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Contains 1 Component(s)
Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.
Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
-
Register
- Non-member - Free!
- Member - Free!
- Trial - Free!
- More Information
-
Register
-
Contains 18 Component(s)
The BCA Certification Program includes all three levels of the Business Certified Appraiser Body of Knowledge (BCA-BOK).
The Business Certified Appraiser (BCA) certification program provides a hands-on learning experience to help candidates prepare for and obtain the Business Certified Appraiser (BCA) designation. The path to obtaining the BCA designation involves completing two self-study courses—Valuation Essentials and Advanced Valuation Techniques—passing the proctored BCA exam, and submitting a written demonstration report for peer review.
The Valuation Essentials course is designed to introduce business valuation concepts and methodologies. Topics covered are geared toward 100% ownership interests in closely held businesses. The Advanced Valuation Techniques course covers in-depth issues relating to both control and non-controlling ownership interest valuation assignments in family-owned businesses (with revenues under $10 million). Upon completing this program, you will be able to:
- Identify and apply business valuation terminology, concepts, and methodologies
- Read and interpret financial statements
- Normalize financial information
- Identify earning streams
- Develop rates of return
- Calculate and apply ratios
- Apply discounts and premiums
- Understand the market approach to value and reconciliation
The BCA is recognized by the U.S. Small Business Administration as a “qualified source” for business appraisals administered by the SBA.
The cost of your exam is included with your registration.
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Register
- Non-member - $1,500
- Member - $1,500
- Trial - $1,351
- More Information
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Contains 8 Product(s)
This package contains all recordings from the ISBA/NEBB 2024 conference covering the latest trends and advancements in business valuation and machinery and equipment appraisal.
This package contains all recordings from the ISBA/NEBB 2024 conference covering the latest trends and advancements in business valuation and machinery and equipment appraisal.
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Register
- Non-member - $349
- Member - $249
- Trial - $249
- More Information
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