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  • BCA Certification: Virtual Class September 2025
    Product not yet rated Contains 74 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 our 8-week program, passing the proctored BCA exam, and submitting a written demonstration business appraisal report for peer review.

    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 statements
    • Identify earning streams
    • Develop rates of return
    • Calculate and apply ratios
    • Apply discounts and premiums
    • Understand the three approaches to value and how to develop indications of value and to reconcile to a conclusion of value

    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.

  • Business Certified Appraiser in Review Certification Program: September 2025
    Product not yet rated Contains 9 Component(s) Includes Multiple Live Events. The next is on 09/08/2025 at 12:00 PM (EDT)

    September 8 - 12, 2025 | The BCA-R credential signifies outstanding achievement in Business Appraisal Review.

    September 8 - 12, 2025

    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.

  • A New View on Company-Specific Risk
    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 04/23/2025

    In business appraisal, company-specific risk refers to unique risks associated with a particular company, impacting its value and risk profile, and requiring valuation professionals to consider factors like management depth, industry dynamics, and financial stability. In this webinar, Carson Bankson, BCA, will take us through some new ways to come closer to actually quantifying the CSRP.

    In business appraisal, company-specific risk refers to unique risks associated with a particular company, impacting its value and risk profile, and requiring valuation professionals to consider factors like management depth, industry dynamics, and financial stability.

    In this webinar, Carson Bankson, BCA, will take us through some new ways to come closer to actually quantifying the CSRP.

    Carson Bankston

    BCA

    Founder of CBankston

    Since 1998, Carson Bankston has worked in appraisal, information technology, human resources, and business brokerage. His broad expertise across key business disciplines enables him to take a data-driven and strategic approach to Business Brokerage & Valuation Consulting.

    Carson began his career in real estate appraisal, spending eight years analyzing residential and commercial properties, gaining expertise in market valuation, due diligence, and investment analysis. During this time, he earned a Bachelor’s degree in Finance from Louisiana State University (LSU), followed by a Master’s degree in Information Systems and Decision Sciences with a minor in Internal Audit.

    In 2008, Carson began his career in business brokerage, advising business owners on valuation, deal structuring, and transaction execution. In 2015, he founded CBankston to address a critical gap in comprehensive exit planning – lack of preparation for due diligence by buyers and underwriting by lenders.

  • The Latest Developments in the Business Appraisal Profession
    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 02/26/2025

    2024 was a busy year in the BV world. This month’s webinar will cover the most recent news in the profession. Earn 1 NASBA CE for attending.

    2024 was a busy year in the BV world. This month’s webinar will cover the most recent news in the profession. Earn 1 NASBA CE for attending.

    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.

  • New IRS Rules Governing Appraisers
    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 01/22/2025

    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.

  • ISBA Live Community Event - November 2024
    Product not yet rated 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.

  • Marketability Discounts: Expanding on Mandelbaum
    Product not yet rated 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.

  • ISBA Live Community Event - October 2024
    Product not yet rated 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.

  • Business Certified Appraiser Certification Program
    Contains 26 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. 

  • 2024 ISBA/NEBB National Conference Recordings
    Product not yet rated 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.