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  • Report Writing: Making Sure Your Reports Pass Muster
    Product not yet rated Contains 1 Component(s) Includes a Live Web Event on 10/23/2024 at 1:00 PM (EDT)

    Valuators often struggle, some when it comes to one of the most important elements of the appraisal process, and that is writing the final report. This webinar will focus on things to keep in mind when planning and executing your report. We will thoroughly cover report writing standards in USPAP.

    Valuators often struggle, some when it comes to one of the most important elements of the appraisal process, and that is writing the final report. This webinar will focus on things to keep in mind when planning and executing your report. We will thoroughly cover report writing standards in USPAP.

    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.

  • Business Certified Appraiser in Review Certification Program - Cohort 2
    Product not yet rated Contains 9 Component(s) Includes Multiple Live Events. The next is on 10/14/2024 at 11:00 AM (EDT)

    October 14-18, 2024, 11:00 AM - 3:00 PM ET US | The BCA-R credential signifies outstanding achievement in Business Appraisal Review.

    2nd BCA-R Workshop & Seminar

    October 14-18, 2024
    11:00 AM - 3:00 PM ET US

    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:

    1. Complete pre-reading assignment in two texts supplied as part of your course
    2. Attend the five-day ISBA course in business appraisal review
    3. Pass the BCA-R exam
    4. Pass the BCA-R demonstration business appraisal review report assignment
    5. 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.

    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.

  • Marketability Discounts: Expanding on Mandelbaum
    Product not yet rated Contains 1 Component(s) Includes a Live Web Event on 09/25/2024 at 1:00 PM (EDT)

    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 valuators 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 valuators 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.

  • 2024 ISBA/NEBB National Conference
    Product not yet rated Contains 10 Product(s)

    The International Society of Business Appraisers (ISBA) and the NEBB Institute invite you to join us for an exciting and informative conference on the latest trends and advancements in business valuation and machinery and equipment appraisal!

    The International Society of Business Appraisers (ISBA) and the NEBB Institute invite you to join us for an exciting and informative conference on the latest trends and advancements in business valuation and machinery and equipment appraisal!

    Our conference, scheduled for September 17-18, 2024, will feature expert speakers, interactive breakout sessions, and networking opportunities, and will be delivered remote via Zoom so you can participate without the headaches of travel. Don't miss this chance to connect with industry leaders, gain valuable insights, and stay ahead of the curve in business valuation (BV) and machinery and equipment (M&E) appraisal. Several of our sessions will be designed for both professions, while others will focus on BV and M&E uniquely.

    Register now to secure your spot at the conference and take your career to the next level. We look forward to seeing you there! Full conference agendas will be announced soon.

  • How AI is Affecting the Business Appraisal Process: The Benefits and Perils - Part 1
    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 08/28/2024

    August 28 2024 | This webinar will explore the role AI will play in business appraisal, offering insights into how it enhances accuracy, efficiency, and objectivity in valuation processes.

    In today's rapidly evolving business landscape, the integration of artificial intelligence (AI) into various sectors has become not just a trend, but a necessity. As business appraisers, you are at the forefront of this transformation, tasked with evaluating the worth of businesses in an era where data is as valuable as traditional assets.

    This webinar will explore the role AI will play in business appraisal, offering insights into how it enhances accuracy, efficiency, and objectivity in valuation processes.

    Moreover, we will discuss the ethical considerations and challenges that come with adopting AI technologies, ensuring that as professionals, we maintain the integrity and trust that are the cornerstones of our field. By the end of this session, you will have a clearer vision of how AI can be a powerful ally in your appraisal toolkit, driving innovation and excellence in your 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.

  • ISBA Live Community Event - August 2024
    Product not yet rated Contains 1 Component(s) Recorded On: 08/14/2024

    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.

  • Part 1 - Independent Variables of Business Valuation: How Utility Affects Value
    Product not yet rated Contains 1 Component(s)

    Article from ISBA's April 2024 journal

    Article from ISBA's April 2024 journal - Part 1 - Independent Variables of Business Valuation: How Utility Affects Value, By James A. Lisi

  • Price to Earnings and Price to Revenue Multiples are Not Independent Pricing Methods
    Product not yet rated Contains 1 Component(s)

    Article from ISBA's April 2024 journal

    Article from ISBA's April 2024 journal - Price to Earnings and Price to Revenue Multiples are Not Independent Pricing Methods, By Wayne E. Quilitz

  • Business Valuation and Data Protection: A Primer on Ransomware
    Product not yet rated Contains 1 Component(s)

    Article from ISBA's April 2024 journal

    Article from ISBA's April 2024 journal - Business Valuation and Data Protection: A Primer on Ransomware, By Scott Lewis

  • Reverse Logistics and Business Valuation: A Hidden Gem for Appraisers
    Product not yet rated Contains 1 Component(s)

    Article from ISBA's April 2024 journal

    Article from ISBA's April 2024 journal - Reverse Logistics and Business Valuation: A Hidden Gem for Appraisers, By Mylene Bass