Congratulations to…
Steven M. Egna of Teal, Becker & Chiaramonte, CPAs, P.C. recently was named Instructor of Great Distinction by the Institute of Business Appraisers.
Chris Best of Best Business Appraisals, LLC was elected to the Board of Governors of the Institute of Business Appraisers for the term June 2010 to June 2013.
Kathleen Monks of CapVal-American Business Appraisers, Steve McMorrow of Bratton, McMorrow & Kearney LLP, Dick Fox of Fox Business Appraisals, LLC, and Dierdre Russell of Business Appraisals & Consulting, Inc. have earned the designation Accredited in Business Appraisal Review from The Institute of Business Appraisers.
Michelle Marvel of DeLisi & Ghee has been awarded the Certified Business Appraiser (CBA) designation from the Institute of Business Appraisers, July 2010.
Announcing…
Chris Mellen and Frank Evans Co-author New Book
Chris Mellen of Delphi Valuation Advisors, Inc. and Frank Evans of Evans and Associates, Inc. have co-authored the second edition of the book, Valuation for M&A: Building Value in Private Companies, published by John Wiley & Sons. It is available on www.wiley.com, www.barnesandnoble.com, www.amazon.com, www.borders.com. Download a flyer with more information and view the table of contents.
Recent ABA Business Valuation News
July 9, 2010
Steve McMorrow of Bratton, McMorrow & Kearney LLP spoke at the 2010 Business Valuation Conference: Complex Issues in Divorce Valuations held in Los Angeles, put on by the California CPA Education Foundation. The topic was “Tax-Affecting S Corporations.”
July 2010
Steven M. Egna of Teal, Becker & Chiaramonte, CPAs, P.C. was the instructor for Essentials of Business Appraisal as part of the Consultants Training Institute in Orlando, Florida.
July 2010
Steven Egna and Scott DeMarco of Teal, Becker & Chiaramonte, CPAs, P.C. co-authored “Business Valuation in a Collaborative Divorce” which was published in the July 2010 issue of the New York Family Law Monthly. Thousands of lawyers across New York saw it.
June 8, 2010
Vic Haas of Haas Business Valuation Services was a member of a panel discussing intrafamily transfer of closely-held business interests in Philadelphia, Pennsylvania. The panel presentation was sponsored by the Philadelphia Bar Association’s Probate & Trust Law Section.
June 2-4, 2010
Marcie Bour of Florida Business Valuation Group and Steven Egna of Teal, Becker & Chiaramonte CPAs, P.C. were the chairs for the 2010 IBA Symposium held in conjunction with the NACVA Annual Consultant’s Conference held in Miami Beach. Jim Lurie of CapVal-American Business Appraisers, LLC presented on Discounts for Lack of Marketability on both the IBA and NACVA tracks of the conference. Dick Fox of Fox Business Appraisals, LLC did a presentation on "Regression Analysis as a Tool for Validating Valuation Methodology and Steve Egna spoke on the art and science of forecasting for business appraisals. Mike Eggers, representing IBA’s Qualification Review Committee (“QRC”) as co-Chair, gave a 90 minute technical presentation on Common Errors in Demonstration Reports.
June 2010
Bryan DesMarteau of Apex Valuation Consulting, LLC has been elected to The Institute of Business Appraisers’ Accreditation Board and has also been elected Vice President of the Denver Chapter of The American Society of Appraisers.
June 2010
Vic Haas of Haas Business Valuation Services in Ardmore, Pennsylvania participated in a continuing legal education course panel discussion on business succession planning. The event is sponsored by the Philadelphia Bar Association’s Probate & Trust Law section and was entitled “Closing in on Closely-held Business Owners.
Upcoming ABA Business Valuation Events
August 2010
James B. Lurie of CapVal-American Business Appraisers will be speaking to the Massachusetts and Pennsylvania chapters of the National Association of Certified Valuation Analysts on Discounts for Lack of Marketability/Liquidity. He will be speaking on problems encountered in forecasting cash flow to the Minnesota Society of Certified Public Accountants in October.
August 2010
James B. Lurie of CapVal-American Business Appraisers will be co-presenting with Chris Mercer and Kevin Yeanoplos in a webinar on "All the Questions about Discounts for Lack of Marketability You Were Afraid to Ask."
August 9-12, 2010
KC Conrad of American Business Appraisers will be teaching IBA Course 8003 for the Institute of Business Appraisers in Newport Beach, CA.
September 17-19, 2010
Dennis Webb of Primus Valuations will be presenting at a conference sponsored by the Colorado Chapter of the Appraisal Institute in Breckenridge, CO, on “What is it (Really) Worth: An Open Challenge to the [real estate] Appraisal Profession.”
September 20-25, 2010
KC Conrad of American Business Appraisers will be teaching IBA Course 8004 for the Institute of Business Appraisers in Dallas, TX.
September 23-24, 2010
Best Business Appraisals, LLC will be exhibiting at the Midwest Conference of ESOP Champions II in Minneapolis, Minnesota. Chris Best will participate in a panel discussion regarding “Advanced Valuation Topics.”
September 24-26, 2010
ABA will be holding its second 2010 semi-annual Principals' meeting (open to members only) hosted by Bryan DesMarteau of Apex Valuation Consulting, LLC in Denver, CO.
October 2010
James B. Lurie of CapVal-American Business Appraisers will be speaking on problems encountered in forecasting cash flow to the Minnesota Society of Certified Public Accountants in October.
October 4-6, 2010
Chris Mellen of Delphi Valuation Advisors, Inc. will be co-presenting on the topic "Current Issues in Fair Value" at the 2010 Joint ASA-CICBV Advanced Business Valuation Conference to be held in Miami, Florida.
October 20-22, 2010
Best Business Appraisals, LLC will be exhibiting at the 110th Annual Nebraska State Bar Association Annual Meeting in Omaha, Nebraska.
October 25-26, 2010
Best Business Appraisals, LLC will be exhibiting at the 2010 Nebraska Society of Certified Public Accountants Fall CPE Conference in Omaha, Nebraska.
October 25-30, 2010
KC Conrad of American Business Appraisers will be teaching IBA Course 8004 for the Institute of Business Appraisers in Washington DC.
November 2010
James B. Lurie of CapVal-American Business Appraisers will be speaking to the Massachusetts and Pennsylvania chapters of the National Association of Certified Valuation Analysts on Discounts for Lack of Marketability/Liquidity. He will be speaking on problems encountered in forecasting cash flow to the Minnesota Society of Certified Public Accountants in October.
November 4-5, 2010
Best Business Appraisals, LLC will be exhibiting at the ESOP Association Annual Technical Conference in Las Vegas, Nevada.
November 8-11, 2010
KC Conrad of American Business Appraisers will be teaching IBA Course 8003 for the Institute of Business Appraisers in Chicago, IL.
November 17, 2010
Chris Best of Best Business Appraisals, LLC will be teaching the course “ESOPs: The Quintessential Exit Planning Strategy” for the Nebraska Society of Certified Public Accountants.
December 6-10, 2010
KC Conrad of American Business Appraisers will be teaching IBA Course 8004 for the Institute of Business Appraisers in Las Vegas, NV.