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2014 Business Valuation Workshop (BVW14)
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The methods you use to put a price tag — a value — on assets determine your success and help you serve your clients. This workshop will help you hone your skills and better equip you to expand your services. The Business Valuation Workshop will give you tools you need to stay compliant and keep you up to date on current trends and the latest regulations.

10/23/2014
When: 10/23/2014
8:30 AM until 4:30 PM
Where: Hilton Lafayette
1521 W. Pinhook Road
Lafayette, Louisiana  70508
Presenter: Various


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The methods you use to put a price tag – a value – on assets determine your success and help you serve your clients. These back-to-back workshops will help you hone your skills and better equip you to expand your services.

The Business Valuation Workshop will give you tools you need to stay compliant and keep you up to date on current trends and the latest regulations.


Workshop Agenda

 

8:30 - 9:00 am

Hot Topics in Business Valuation
Jason MacMorran, CPA/ABV/CFF, CVA, MS • Director – P&N Consulting • Baton Rouge, LA

 

9:00 - 10:10 am
Succession Planning, Buy-Sells & Business Exits: What Are Your Options?
Timothy R. Lee, ASA • Managing Director, Corporate Valuation Group • Mercer Capital • Memphis, TN

 

10:10 - 10:30 am Break

10:30 - 11:45 am Morning Concurrents
A. Normalizing Cash Flows: A Discussion of Adjustments
Riley J. Busenlener, CPA/ABV, ASA, JD • Chaffe & Associates • New Orleans, LA

B. Mergers & Acquisitions: How Private Equity and Venture Capital Firms Approach Valuation
Frank deVay • Chaffe & Associates, Inc. • New Orleans, LA

11:45 am - 12:45 pm Lunch

12:45 - 2:00 pm Afternoon Concurrents
C. Introduction to the Discounted Cash Flow Method: A Detailed How-To
Riley J. Busenlener, CPA/ABV, ASA, JD • Chaffe & Associates • New Orleans, LA

D. Discount for Lack of Marketability in Controlling Interests
Ronald DiMattia, CPA, CVA, CMA • Corporate Value Partners, Inc. • Cleveland, OH

 

2:00 - 2:05 Change Break

 

2:05 - 2:55 pm
Conflicts of Interest/Professional Ethics/Hired Guns
Mark Smith, JD, CPA • Technical Manager, Forensic and Valuation Services Group • AICPA • Durham, NC

 

2:55 - 3:10 Break

 

3:10 - 4:00 pm
Machinery & Equipment Valuation and Credentials
Brian D. Schmittling, CPA/ABV, CVA, CFF, CMEA • Shareholder – The Koerber Company, PA • Hattiesburg, MS

 

4:00 - 4:50 pm
Common Errors in Valuations
John W. Marcus, MBA, CPA/ABV, CVA, CFFA • Co-founder of Marcus, Hastings & Associates, LLP • Metairie, LA
Jim Koerber, CPA/ABV/CFF, CVA, CFE • Shareholder – The Koerber Company, PA Hattiesburg, MS
Michele Avery, CPA/ABV, MBA, CVA, CFFA • VP – Financial Diligence and Valuation Services – LaPorte CPAs & Business Advisors • Metairie, LA

 

** Members who registered for this event also registered for the Forensic & Litigation Services Workshop on Oct. 24.

 


Hotel Information

Hilton Lafayette

1521 W. Pinhook Rd

Lafayette, LA 70503-3158

337-235-6111

Rate: $121

Group Code: LAS

Cut-off Date: October 8, 2014


Registration Fees:

Members

CPA Non-Members

Early Bird (through 10/8)

$279

$379

Standard (after 10/8)

$329

$429

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