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Contains 1 Component(s) Includes a Live Web Event on 10/23/2024 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.
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- Non-member - Free!
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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:
- 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.
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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- Non-member - $2,100
- Member - $1,950
- Trial - $1,801
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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.
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- Non-member - Free!
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- Trial - Free!
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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
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Contains 2 Component(s)
Includes 2 BCA practice exams covering valuation essentials and advanced valuation techniques.
Includes 2 BCA practice exams covering valuation essentials and advanced valuation techniques.
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- Non-member - $100
- Member - $100
- Trial - $100
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Contains 1 Component(s) Recorded On: 09/11/2024
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.
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- Non-member - Free!
- Member - Free!
- Trial - Free!
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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.
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- Member - Free!
- Trial - Free!
- More Information
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Register
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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.
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- Member - Free!
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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
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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
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