Business Certified Appraiser in Review Certification Program - Cohort 2
Includes Multiple Live Events. The next is on 06/03/2024 at 11:00 AM (EDT)
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Register
- Non-member - $2,100
- Member - $1,950
- Trial - $1,801
2nd BCA-R Workshop & Seminar
June 3-7, 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 four-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
- Monday five participants will write their demonstration review reports, thereby concluding the requirements for the course.
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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