Business Valuation Specialties

Best Practices: Valuing Real Estate Development Companies

Friday, June 25, 2021 10:45 a.m. - 12:25 p.m. ET

Information forthcoming

Information forthcoming


Total CPE: 2
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.

Who Should Attend:

Information forthcoming

Prerequisites:

None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:

None

Lari Masten

Lari  Masten

ABV, CFF, CVA, ABAR, MAFF

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Family Limited Partnerships: Valuation Tools to Help Protect the Family Business

Friday, June 25, 2021 12:40 p.m. - 2:20 p.m. ET

This session will discuss as the current valuation methodology has advanced, so has the valuation of family limited partnerships (FLPs). The session will cover current methodologies and resources for the valuation of non-controlling privately held interests in family limited partnerships (FLP). Particular focus will be on what a family limited partnership is and what discounts are currently utilized in valuing a family limited partnership. Also discussed will be the challenges presented by the IRS and the current outcome and where we stand regarding those challenges. An in-depth understanding of the Partnership Profiles marketplace will also be presented.

After completing this session attendees will be able to:

  • Define what a family limited partnership is
  • Recognize valuation methods used for FLP
  • Identify the challenges posed by the IRS
  • Demonstrate research of empirical data to support discounts found in these valuations

Total CPE: 2
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:

CEOs, CPAs, attorneys, practitioners, and family office trustees

Prerequisites:

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:

None

Stephen White

Stephen  White

CVA

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Finally! Senior IRS Valuation Managers Answer Your Questions: Live

Friday, June 25, 2021 3:00 p.m. - 4:40 p.m. ET

Three former senior managers of the IRS’ valuation program, including the National program manager, will conduct a panel discussion and take live questions regarding best practices of dealing with IRS examinations of business valuation issues. With over 100 combined years of IRS valuation program and management experience, these three individuals will discuss issue resolution, controversy management, dealing with difficult IRS staff, and many other challenges of dealing with IRS controversies.

After attending this session, attendees will be able to

  • Identify ways to deal more effectively with IRS valuators during examinations of client valuation issues
  • Explain how to better advise clients on the most effective audit strategies

Total CPE: 2
Fields of Study: Auditing: 2
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:

Valuators interested in improving their abilities to deal effectively with client audit situations.

Prerequisites:

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:

None

Howard Lewis

Howard  Lewis

MS, CBA, CVA, ABAR, BCA

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Don't Call it a "Fast-Food" Restaurant! Valuation of These Valuable Franchises

Friday, June 25, 2021 4:55 p.m. - 5:45 p.m. ET

Quick Serve (i.e., Fast-Food) Restaurants have been one of the fastest growing categories in the restaurant industry. The content of this session will address the valuation of stand-alone restaurants through multi-location franchise operations. Analysis of assets, liabilities, agreements, and operations will be presented.

 

After attending this session, attendees will be able to:

  • Describe how to research industry information relevant to this type pf valuation engagement
  • Extract the financial and operational information of these entities that drive the estimate of value
  • Identify the relevant issues found in franchise agreements and their impact on value
  • Recognize the appropriate valuation approach/method based on the nature of the restaurant entity

Total CPE: 1
Fields of Study: Finance: 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:

Valuation analysts and business brokers.

Prerequisites:

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:

None

Rick Gray

Rick  Gray

CPA/ABV, CVA, ASA

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