Advance your practice in the business valuation niche.

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1 Consultants' Training Institute 2015 Business Valuation Certification and Training Center Catalog Advance your practice in the business valuation niche. Co-Sponsored by the National Association of Certified Valuators and Analysts TM (NACVA ) and the Institute of Business Appraisers TM (IBA TM ) Around the Valuation World Webzine Discounted price with BVTC training purchase! (see back cover for details)

2 Consultants Training Institute 2015 Business Valuation Certification and Training Center Catalog Transform Your Career Specialize in the Accounting and Financial Consulting Profession s Hottest Growth Niches Do you have a solid foundation through education and experience providing accounting and financial services and wonder what more you can do to propel your career forward? Is your career in a rut? Are you looking for ways to energize your career and your practice? Have you explored opportunities to leverage your accounting and financial consulting experience to provide enhanced value to your clients? The Consultants Training Institute (CTI ) has transformed careers for thousands of accounting and financial consulting professionals worldwide since 1991, focusing on the profession s hottest growth niches business valuation, financial litigation, financial forensics, forensic accounting, transaction advisory services, exit planning, and healthcare valuation and consulting. Taught from a practitioner s perspective and framed within judicial, legislative, and financial regulatory precedence, the esteemed faculty of the CTI teaches critical approaches and methodologies, delivers practical tools and techniques, and imparts practice management strategies that provide the basis for success in the financial consulting profession. The CTI s training is the perfect forum to achieve premier education to increase your competitive edge. You will also be able to foster relationships with like-minded individuals resulting in a dynamic experience that will revive and transform your career! Achieve the Profession s Most Widely Recognized Certifications The CTI offers training in conjunction with the National Association of Certified Valuators and Analysts (NACVA ) and the Institute of Business Appraisers (IBA ) to provide two distinctive business valuation designations the Certified Valuation Analyst (CVA ) and Certified Business Appraiser (CBA ). The CVA is the only business valuation credential accredited by the National Commission for Certifying Agencies (NCCA ), the accreditation body of the Institute for Credentialing Excellence (ICE ). Online Credentialing Today s savvy professionals approach learning from a myriad of delivery methods. Until recently, the only way to take the recommended training programs for the Certified Valuation Analyst (CVA) and Certified Business Appraiser (CBA) was by attending a live training program at one of the many U.S. cities in our annual training schedule. That is no longer the case. Training for NACVA and the IBA s credentialing programs are now available through a mix of live broadcasts from the training locations, live webinar broadcasts, self-study, and CPE On-Demand. We Can Help You Transform Your Career. Contact Us! In the pages that follow, you will find details on the Business Valuation Certification and Training Center (BVTC), as well as special offers and information about our Practice Support Headquarters (PSH) portal. Be sure to make your plans now to take advantage of the Early Registration Discounts in addition to a 10 percent discount for NACVA and IBA members. Contact our Member/Client Services Department toll free at (800) or online at Parnell Black, MBA, CPA, CVA Chief Executive Officer National Association of Certified Valuators and Analysts Consultants' Training Institute 5217 South State Street, Suite 400 Salt Lake City, Utah TABLE OF CONTENTS Business Valuation Certification and Training Center...1 CVA Exam Q&A Study Guide...2 Online Case Study Report Writing Clinic...3 BVTC Self-Study...3 BVTC On-Demand Video Series...3 Practice Support Headquarters...4 CTI Administrative Information...4 Registration Form...5 Around the Valuation World Webzine... back cover 2015 Business Valuation Certification and Training Center Catalog

3 Consultants Training Institute 2015 Business Valuation Certification and Training Center Program Description For the past two decades business valuation has been ranked by Accounting Today as one of the most lucrative accounting and finance consulting niches for the top 100 accounting firms. The Business Valuation Certification and Training Center (BVTC) co-sponsored by the National Association of Certified Valuators and Analysts (NACVA ) and the Institute of Business Appraisers (IBA ) is the most comprehensive and complete foundational training program teaching to the body of knowledge on how to value private business enterprises. The BVTC will prepare candidates to pass any business valuation (BV) certification exam offered in the industry as well as those designations offered by NACVA the Certified Valuation Analyst (CVA ), and IBA the Certified Business Appraiser (CBA ). Taught by a team of seasoned valuation practitioners, the compact five-day curriculum, and six-part online report writing training, is comprehensive and substantive, providing value from beginning to end. The BVTC s primary goal is to provide attendees with information that will serve as a solid foundation for their professional valuation endeavors, whether or not they plan to pursue a designation. How You Will Benefit After completing this course, attendees will be able to: Identify the fundamental steps to valuing a business, from beginning to end Identify an appropriate valuation method within the valuation approaches based on the specific purpose and standard of value for a given valuation assignment Determine the most appropriate financial analysis of a subject company as it relates to a specific valuation engagement Identify the foundations of the business valuation analysis process as well as the value drivers that support a subject company s value Recognize the differences in the various standards of value for businesses and the nuances of their application in a business valuation engagement What You Will Cover Days 1 and 2: Business Valuations Fundamentals, Techniques & Theory (FT&T) Structure the elements of a valuation engagement from financial and operational analysis through to a conclusion of value Analyze financial and operational information for a business entity as it relates to a valuation engagement Differentiate the methods found in the three approaches to valuation Asset, Income, and Market, and determine when it is appropriate to use each approach Identify and define an appropriate economic benefit stream to be used in an Income Approach Continued on next page Certifications Certified Valuation Analyst (CVA ) NACVA s global designation is the most distinguished and widely recognized business valuation credential, and the only valuation credential accredited by the National Commission for Certifying Agencies. Requirements for this credential include holding an active, valid CPA license or holding a business degree (i.e., in management, economics, finance, marketing, accounting, or other business field) and/or an MBA (master of business administration) or higher business degree from an accredited college or university and two years or more of full-time or equivalent experience in business valuation and related disciplines for non-cpas. Certified Business Appraiser (CBA ) IBA s professional accreditation designates the appraiser as a true professional in his or her field, worthy of the admiration of fellow appraisers and deserving the fullest confidence of clients and potential clients. Requirements for this credential include possessing a four-year college degree or equivalent, completing and passing specified training courses and exams, and submitting two demonstration reports for a peer review process. NACVA s CVA Designation is Accredited by the National Commission for Certifying Agencies (NCCA ) NACVA s Certified Valuation Analyst (CVA) designation is the only valuation credential accredited by the National Commission for Certifying Agencies (NCCA), the accreditation body of the Institute for Credentialing Excellence TM (ICE TM ). The Institute for Credentialing Excellence s mission is to promote excellence in competency assessment for practitioners in all occupations and professions. This prestigious recognition differentiates CVA credential holders as having met the most stringent standards in the industry. For NASBA-related information on CPE, please refer to 1

4 Appropriately match a developed discount or capitalization rate to the economic benefit stream Identify methods and data sources for developing discount and capitalization rates Determine appropriate adjustments (i.e., premiums and discounts) to be applied to an indicated value Employ professional standards for the development and reporting of a valuation/ calculation engagement Day 3: Business Valuations Applications and Calculations of the Income and Asset Approaches Determine a value using the Adjusted Net Asset Method under the Asset Approach Determine when it is appropriate to use a Capitalization of Single-Period Earnings Method vs. Discounted Future Earnings Method under the Income Approach Identify appropriate normalization adjustments to apply to a business entity s balance sheet and income statement Calculate a normalized benefit stream under the Income Approach Day 4: Business Valuations Case Analysis: Completed Transaction and Guideline Public Comparable Methods Properly estimate value using the Completed Transaction Method from the Market Approach Properly estimate value using the Guideline Public Comparable Method from the Market Approach Determine when the Completed Transaction Method and/or Guideline Public Comparable Method is appropriate under the Market Approach Identify the proper measure or adjustment for multiples when using the Market Approach Identify when the Market Approach should be used as a primary or secondary approach in reaching a determination of value for a business CVA Exam Q&A Study Guide This guide contains a compilation of approximately 1,200 questions of the type you will find in the NACVA CVA proctored exam. Questions are divided into nine topical categories, each with subcategories. For best results in your exam preparation, we suggest you read the questions in a topical category before your studies on that Day 5 A.M.: Special Purpose Valuations Mergers and Acquisitions Discuss the fundamental issues and characteristics relating to mergers and acquisitions (M&A) advisory services found in the middle market (1 250 million) Detect when and where M&A is a viable strategic alternative and how to counsel clients through the process Differentiate between traditional valuation methodologies and valuation methodologies used in M&A situations Identify preliminary target due diligence and funding sources/venture capital in M&A Identify typical deal structures and financing mechanisms Litigation Consulting Evaluate the broad range of matters involved with litigation consulting, including fraud, economic damages, marital dissolution, professional standard of care, valuation, and others Distinguish between the types of engagements in which financial experts are called upon to render financial, analytic, investigative, and expert testimony Associate the legal environment, the dynamics of litigation, professional standards, report writing, and expert witness testimony related to litigation matters Identify the role of the financial expert as either a consulting or testifying expert and list the differences between the roles Differentiate between business and economic damages, fraud and forensics, topic (live or via self-study). Following those studies, answer the questions to the best of your ability, checking the answer key to determine where you need to concentrate further study. This study guide is designed to be a great companion to the BVTC training materials (live and self-study). Study Guide Price CVA Exam Q&A Study Guide 395 SPECIAL OFFER Purchase with BVTC Training 250 Note: Shipping and Handling charges apply. FACULTY SPOTLIGHT Lari Masten, MSA, CPA, ABV, CFF, CVA, ABAR, MAFF Lari Masten focuses her professional time on business valuation, litigation, and consulting services as they apply to both private and public companies. She has performed business valuations, economic damage calculations, purchase price allocations, and goodwill impairment testing for companies operating in a variety of industries including life sciences, personal/professional services, exploration and production of natural resources, manufacturing and distribution processes, real estate development and management, and agriculture-related service sectors. marital dissolution, and other practice areas for financial experts Outline the main steps to writing effective reports and reporting requirements in litigation engagements Financial Forensics Discover the unique aspects involved in practicing within this specialty area Identify the different areas of financial statement misrepresentation Recognize the different methodologies for business damages and differentiate between their uses Distinguish various opportunities where financial forensics can be useful in family law cases Business Valuation Certification and Training Center Catalog

5 PRACTITIONER PROFILE Day 5 P.M.: Case Studies Facts to Conclusions Analyze appropriate valuation methodologies via case review Review sample valuation reports to identify strengths and weaknesses Develop practice management tips Acquire knowledge pertaining to growing and managing a valuation practice List the critical steps in building a successful valuation practice Post Training/Live, Online Six-Part Webinar Series: Online Case Study Report Writing Clinic Organize the information needed to produce a Case Study Report Carry out the process and sequence of actions necessary to develop and prepare a business valuation report Select the most appropriate valuation method within the approaches based on the facts and circumstances of the sample demonstration engagement Express analyses and conclusions in a wellwritten Case Study Report Who Should Attend Frances (Fran) Coet, CPA, CVA, CFP Fran Coet has 30 years of experience in accounting, tax preparation, and tax planning for individuals, corporations, partnerships, and fiduciaries. A third generation tax preparer, she began her career with an income tax and bookkeeping firm in Iowa. She has qualified as an expert witness regarding business valuations and income tax issues, is a specialist in divorce taxation planning and cash flow, and is a seminar leader on tax legislation, tax planning, and record keeping for businesses. CPAs; merger and acquisition consultants; investment and financial professionals and analysts; investment bankers; financial officers; business advisors; tax, audit, and accounting services practitioners who wish to specialize in a non-seasonal consulting niche; employees of companies whose business plan includes growth/ change via acquisitions and/or divestitures; and anyone else who deals with business value in the course of his or her work. LIVE TRAINING SELF STUDY Business Valuation Certification and Training Center Early Registration Discounts and Deadlines 2015 Dates and Locations 10% Discount 5% Discount July Washington, DC Expired Expired July 27 August 1 Orlando, FL Expired 6/30/2015 August Salt Lake City, UT Expired 6/30/2015 August Chicago, IL 6/30/2015 7/31/2015 September Pittsburgh, PA 6/30/2015 7/31/2015 Sept. 28 Oct. 3 Atlanta, GA 7/31/2015 8/31/2015 October 5 10 Las Vegas, NV 7/31/2015 8/31/2015 October Houston, TX 8/31/2015 9/30/2015 October Philadelphia, PA 8/31/2015 9/30/2015 November 9 14 Nashville, TN 9/30/ /31/2015 November San Diego, CA 9/30/ /31/2015 December 7 12 Ft. Lauderdale, FL 10/31/ /30/2015 January 25 30, 2016 Las Vegas, NV 11/30/ /31/2015 May 9 14, 2016 Chicago, IL 2/28/2016 3/31/ Non-Member Package Pricing (Before Early Registration Discount) Days 1 & 2 (18 Hrs CPE) 1,200 Day 3 (9 Hrs CPE) 600 Day 4 (9 Hrs CPE) 600 Day 5 (9 Hrs CPE) 600 One-Year NACVA Membership 495 CVA Certification Exam 595 Package Price (training, membership, and exam) 3,490 Package Price after 10% Early Registration Discount 3,141 Note: This course is paperless. For more information, see page 4. Self-Study Pricing Individually Priced CPE Exam Business Valuations Fundamentals, Techniques & Theory (12 Hrs CPE) BV Applications and Calculations of the Income and Asset Approaches (12 Hrs CPE) BV Case Analysis: Completed Transaction and Guideline Public Comparable Methods (8 Hrs CPE) Special Purpose Valuations and Case Studies Facts to Conclusion (8 Hrs CPE) Total if Purchased Individually 1, CVA/CBA Certification Exam, Grading, and Proctoring Fee 595 Note: Shipping and Handling charges apply. Package Price for All Self-Study Courses Course Materials Only 895 Materials Plus CPE 1,145 Materials with CPE and Exam 1,645 Materials with CPE, Exam, and First-Year NACVA Practitioner Membership (465 off retail price) 1,995 BVTC On-Demand Video Series 600 For NASBA-related information on CPE, please refer to 3

6 Introducing PRACTICE SUPPORT HEADQUARTERS Brought to you by the National Association of Certified Valuators and Analysts NACVA's Practice Support Headquarters (PSH) is a place where members of the National Association of Certified Valuators and Analysts (NACVA ) can find answers and solutions to their questions and challenges. The PSH portal points to well-refined programs and services that we have offered for many years. What is special about this portal is it is designed to help our members narrow in on solutions quickly, as we have organized the navigation of this site, along with our program and service solutions, based on general areas of need. Career Credentialing Reports Referrals Advancement Mentor Specialization How Do I Move Forward with My New Specialty? I Need Help Obtaining My Credentials. I Need Help with My Reports. How Do I Build My Network of Referral Sources? How Do I Build Upon My Existing Foundation in This Discipline? I Have Some Things I Need to Bounce Off Someone. I Need Specialized Education. To learn more, please visit or call Member/Client Services at (800) Consultants Training Institute (CTI) Administrative Information NASBA SPONSORSHIP: The Consultants Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org. HOTEL ACCOMMODATIONS: The Consultants Training Institute (CTI) has negotiated and blocked accommodations at each CTI location (rooming blocks are limited). Hotel rooms are based on availability. Your registration confirmation will include details for lodging and other specifics, including event time schedule, modes of transportation, eating establishments, prerequisites (when applicable), etc. If your registration falls close to the date of the scheduled event, call CTI for hotel information. SEMINAR CANCELATIONS: There is no charge to reschedule your training. Cancelations received in writing two weeks prior to the first day of the seminar will be eligible for a prompt refund. A 100 administration fee will be charged for three or more days registration at a Consultants Training Institute (CTI) and 50 for all other seminar registrations. If requesting a refund, any credit vouchers and/or Pacesetter Points applied to the original purchase will be forfeited. Cancelations received less than two weeks prior to the first day of the scheduled event (and no-shows) will be issued, upon request, a credit which may be used toward a CTI seminar, webinar, conference, self-study course, software, or product sold by NACVA. If requesting a credit, any credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser s account for future use. There are no exceptions to this policy. COMPLAINTS AND REFUNDS: No refunds will be given for airfares on a Consultants Training Institute (CTI) event that is canceled for any reason. However, if an individual does not request a refund of training fees for the canceled event, electing to apply his or her fee to a subsequent offering of the event, we will issue a refund of 200 percent of the airline change fee for one airline only, to travel to and from the subsequent offering of the event, not to exceed 300 (proof of the expense for the airline change fee must be provided). Where airfare change fee refunds are given, no refund for the canceled event will subsequently be given for any reason, and the funds retained by CTI may only be used/ applied towards a subsequent CTI training event. Membership dues are non-refundable, may not be transferred, and cannot be pro-rated. For information regarding administrative policies such as complaints and refunds, call Member/ Client Services: (800) INSTRUCTOR CHANGES: The Consultants Training Institute (CTI) reserves the right to change instructors at any time should circumstances dictate. Our policy is to screen potential instructors carefully, ensuring that each one chosen possesses substantial field experience as well as a teaching or presenting background. All instructors are evaluated by our participants, and future teaching assignments are made based upon these evaluations. From time to time, the CTI will introduce a new instructor to co-teach a course, but our policy is always to carefully pre-screen them and, where feasible, gradually integrate new instructors so you are assured of receiving the best instruction in the country in each discipline taught. Obviously, we cannot guarantee that every participant will be totally satisfied with every presenter, but every effort is made to ensure the competence of each instructor. Under no circumstances, however, can CTI refund course fees should a participant be dissatisfied with his or her instructor. PROGRAM MATERIALS: All courses are paperless. Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access. The CTI will provide electric power and Internet access, but will not provide laptops. Attendees are encouraged to bring their own mobile wireless modem or hotspot device Business Valuation Certification and Training Center Catalog

7 Consultants Training Institute Order and Registration Form Name: Designations: NACVA/IBA Member #: Firm Name: Address: City: State: ZIP: Tel: Fax: Cell: I Would Like to Register for the Following CTI Webinar or Live Classroom Session(s): COURSE NAME LOCATION & DATE PRICE TOTAL PRICE BEFORE DISCOUNTS... Early Payment Discount [indicate here] %... < > BUSINESS VALUATION CERTIFICATION AND TRAINING SELF-STUDY (add 10 for each course for shipping; 40 for the full package) Package Pricing (describe which one): Individual Self-Study Courses or Product Purchase: Name of Course or Product Price # of CPE Exams X 85 Each NACVA CVA Exam Q&A Study Guide (add 10 for shipping)... NACVA* Membership (If interested in joining the IBA, call [800] ) (describe member type) CTI/NACVA/IBA Credit Voucher or Gift Certificate (limit one)... < > NET REGISTRATION FEE... Case Analysis in Person (or by Webinar) (fee: 225; not subject to member or early payment discount) (a convenient way for credentialed members of NACVA to receive 12 bonus points toward recertification; 2 hours CPE) Exam Purchase (describe): GRAND TOTAL PRICE INCLUDING DISCOUNTS... * National Association of Certified Valuators and Analysts Institute of Business Appraisers PAYMENT OPTIONS: Check # Financial Institution Information Type of Account: Checking Savings echeck (ACH) Card Information Bank Name: (9) Digit Routing Number: Account Number: Visa AMEX Type: Card Number: EXP Date: MasterCard Credit Billing Address ( Same, or): Discover Debit City: ST: ZIP: By signing, you authorize NACVA, CTI, and IBA to charge your account for the amount indicated. NACVA, CTI, and IBA can also initiate credit entries to your account in the event a credit or correction is due. Your signature authorizes NACVA, CTI, and IBA to confirm the above information via and/or fax and to use either for future communication. NACVA, CTI, and IBA will not disclose or share this information with third parties. Authorized Signature: Date: AMOUNT DUE: Remit To: Fax: (801) Mail: 5217 South State Street, Suite 400 Salt Lake City, UT Register by Phone: (800) (801) CTI 5217 South State Street, Suite 400, Salt Lake City, UT Tel: (800) Internet: Rev. 5/15/15 TCM0615 CTM0615

8 5217 South State Street, Suite 400 Salt Lake City, UT Change Service Requested PRSRT STD U.S.POSTAGE PAID SLC, UTAH PERMIT NO.5274 Around the Valuation World Hear it Here... First! We recognize the challenges you face in finding sufficient time to stay current. The Around the Valuation World webzine is the next generation method of obtaining the latest updates, news, trends, and activity occurring in the rapidly evolving business valuation and financial forensics profession. To support you, we have assembled a team of industry experts who will be covering the profession s leading publications and delivering in an online, interactive webzine all you need to know so that at all times, you can be confident that your knowledge is current and accurate as you navigate Around the Valuation World! Subscription includes 12 webzines and 24 hours of CPE. This webzine qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE. To register, call Member/Client Services at (800) , or visit Special Offer Purchase with BVTC Training: 245 (395 retail value) for 12 webzines and 24 hours of CPE! Offer valid for one year after BVTC purchase. Publication Date: June 2015

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