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.

Divorce Financial Analysts (such as credentialed CDFAs with the Institute for Divorce Financial Analysts (IDFA) often work with business and equipment appraisers in their engagements. In this presentation, we will see several of the issues that arise that provide opportunities for professionals to support each other. For the BCA and CMEA attendees, we will cover the range of responsibilities CDFAs encounter, and how appraisers fit. It is very useful for appraisers to understand better what CDFAs do, and how to communicate in their respective “languages.”

If Cyber Security dominates the headlines, why aren’t companies investing more in security and what is the fallout from not securing valuable data? This presentation will continue the discussion on cyber security and impact on valuation.

Appraisal review serves as a critical quality control mechanism in the appraisal process, helping to ensure that valuations are accurate, reliable, and compliant with applicable standards and regulations. By identifying and addressing potential issues early on, appraisal review contributes to more informed decision-making and reduces the risks associated with inaccurate or biased appraisals.

Explore the possibilities of using the power of Excel for appraising! Part 1 will explore developing a database for comparable sale for improved analysis and drawing appropriate conclusions from data sets. Both sessions are appropriate for all skill sets with Excel! “Let Excel do the heavy lifting.”

We will be discussing how artificial intelligence is revolutionizing the business valuation process. AI can dramatically reduce the time needed to evaluate companies. One significant challenge in business valuation is choosing the appropriate method, as many evaluators struggle with this decision. AI addresses this by selecting the optimal valuation method based on the company's life cycle stage, resulting in more precise valuations.

Balance Sheet analysis is one of the most overlooked Approaches in business valuation. The Asset Approach is what the valuator should tackle FIRST in order to realize that the Net Adjusted Assets will yield a normalized EQUITY value. This is the starting point in determining a conclusion of value.