Valuation Databases

Business Valuation Manager™ Pro Hands-on Clinic—Using the Report Writer

Friday, June 22
8:00 a.m.–8:50 a.m.
2 hours CPE ()
A hands on clinic where different exercises will be completed. Attendees will follow along on their own system. Exercises include Styles (Word), copy and paste from other documents into the report, insert commands, edit pictures, Word tables, page and section breaks, and creating a template from an attendee's own report.

Learning Objectives:

After completing this session, attendees will be able to:

• Describe the current state of the business valuation profession
• Compare the pros and cons of each transition strategy in relation to their career status
• Distinguish between and determine the optimal transition strategy to pursue

Who Should Attend:

Business professionals, CPAs, practitioners, etc.

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

Dave Miles

Dave  Miles

Read Biography

Frank Wisehart

Frank  Wisehart

Read Biography

Business Valuation Manager™ Pro Hands-on Clinic—Analysis and Data Integration

Friday, June 22
9:05 a.m.–10:45 a.m.
2 hours CPE ()
A hands on clinic where different exercises will be completed. Attendees will follow along on their own system. Exercises include changing the font of the analysis sheet (all of it fast), adding charts to an analysis file, adding worksheets to an analysis file, creating an analysis template, see how data is downloaded to the analysis file, resetting page settings, using the detail discounted cash flow, how the DCF models are different, and others.

Learning Objectives:

After completing this session, attendees will be able to:

• Describe the current state of the business valuation profession
• Compare the pros and cons of each transition strategy in relation to their career status
• Distinguish between and determine the optimal transition strategy to pursue

Who Should Attend:

Business professionals, CPAs, practitioners, etc.

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

Dave Miles

Dave  Miles

Read Biography

Frank Wisehart

Frank  Wisehart

Read Biography

20 Valuation Databases in 100 Minutes

Friday, June 22
11:00 a.m.–12:45 p.m.
2 hours CPE ()
Valuation is predominantly about using data as a proxy for the subject company. Learn about the valuation data sets on KeyValueData.com. These data sets help directly in valuation; economic conditions, income approach, market approach, DLOM discount, minority interest discount, and normalizing compensation. They help in practice management through case law, articles, and conference materials. They help in practice management through webzines and current topics. Attend this session to see how a paid subscription could help you in your practice in the valuation marketspace.

Learning Objectives:

After completing this session, attendees will be able to:

• Describe the current state of the business valuation profession
• Compare the pros and cons of each transition strategy in relation to their career status
• Distinguish between and determine the optimal transition strategy to pursue

Who Should Attend:

Business professionals, CPAs, practitioners, etc.

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

Dave Miles

Dave  Miles

Read Biography

Frank Wisehart

Frank  Wisehart

Read Biography