Track Three (Friday)

Working Out the Kinks: Looming Supply Chain Disputes

Friday, August 19, 2022 9:20 a.m. - 11:00 a.m. MT

2022 Pepperdine Private Capital Markets Report

Friday, August 19, 2022 11:20 a.m. - 12:10 p.m. MT

Building Better BV Engagements: Hands on Tools to Save Time and Money

Friday, August 19, 2022 1:00 p.m. - 2:40 p.m. MT

Many of us learned business valuation theory and then jumped into the deep end of the pool to figure out the rest. That's a recipe for wasting a ton of time, irritating clients, mispricing engagements, and not having fun doing the work. We've made these mistakes and think there's a better way. 

  • Identify areas that will take the most time before you accept an engagement
  • Create a framework so you can see an engagement from beginning to end
  • Define processes to move your engagements more smoothly and with less risk
  • Use simple tech tools to make it easier and repeatable

Total CPE: 2
Fields of Study: Accounting: 1, Business Management and Organization: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

New and mid-career business valuation analysts.


Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation: