BV101 Basic Fundamentals of Business Valuation

  • Registration Closed

Class Date/Time

Monday, June 5 - Wednesday, June 7, 2023 

10:00am-6:00pm Eastern Standard Time

Class registration will close on Friday, June 2, 2023. 

Registration Includes

  • Access to virtual zoom sessions will be accessible via education dashboard (login required)
  • Electronic student materials*

*All course materials included with your registration are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution. All downloadable materials are accessible via your education dashboard (login required). Once eMaterials have been posted for download, the class is no longer refundable.

Class Schedule

(All Times are Eastern US)
  • Day 1 - Monday, June 5, 10:00am - 6:00pm 
  • Day 2 - Tuesday, June 6, 10:00am - 6:00pm
  • Day 3 - Wednesday, June 7, 10:00am - 6:00pm

Please note: Partial credit will not be awarded for this offering. Students must participate in all the live session(s) virtually to complete the course and receive full credit. The virtual session(s) will not be recorded and/or made available after class.

Continuing Education (CE) Credit

28.8 ASA CE Instructional Hours

NASBA and Continuing Professional Education (CPE) Credit

ASA 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 the 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.

CPE Credit: Up to thirty (28.8) CPE credits in Specialized Knowledge
Program Level: Fundamental
Delivery Method: Only group-live courses are approved for CPE
Prerequisites: None
Advanced Preparation: None
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy 

Important: This course has not been accepted by any state real property licensing board nor has it been approved for CE credit for state licensing of real property appraisers. The course offers CE credit which may be used toward fulfilling hours for ASA’s reaccreditation program.

Course Description

This three-day, interactive course provides a high-level overview of general business valuation concepts without regard to the specific standard of value or purpose of the valuation.  The course provides a fundamental understanding of the application of valuation approaches and methods to arrive at an opinion of value through the use of a case study and incorporates individual and group classroom exercises to emphasize other important business valuation concepts. Specifically, the course provides a basic overview of the following topics:

  • The Foundation of Business Valuation;
  • Introduction to Business Valuation;
  • Definitions and Terminology;
  • The Valuation Process;
  • Introduction to the Income Approach;
  • Components of a Financial Statement;
  • Adjusting the Financial Statement;
  • Developing Rates of Return;
  • Financial Forecasting;
  • Introduction to the Market Approach;
  • Introduction to the Asset Approach;
  • Discounts and Premiums; and 
  • Reconciliation of Values.
  • Instructional Methods

Instructional Methods

Instructional methods include lectures, discussions, and individual/ group exercises and assignments. 

Course Audience

This course is most beneficial to those interested in pursuing a career in the business valuation profession, those who are new to the business valuation profession, those who are interested in an introductory study in basic concepts of business valuation, and/or users of appraisal reports who wish to gain a better understanding the valuation process.

Learning Level 

Fundamental 

eMaterials

All course materials included with you registration are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution. All downloadable materials are accessible via your education dashboard (login required). Once eMaterials have been posted for download, the class is no longer refundable.

Accessing eMaterials

eMaterials are provided electronically in PDF format and posted to the class within the education dashboard for all registrants to securely access prior to the start of class. Attendees should come to the class prepared with an electronic or printed copy of all eMaterials to use as a refence during class. PDF course materials are presented in color, are bookmarked, and comment enabled. When opting to print downloadable materials, it is recommended that settings be adjusted to print in black and white (or grayscale) and consider printing double-sided on recycled paper.

Certificate of Completion

A certificate will be available for access/download immediately via your education dashboard once all required post-course components are completed. 

KC Conrad, ASA, BCA

American Business Appraisers, LLC

KC Conrad is a principal in American Business Appraisers, a firm specializing in business valuation, machinery and equipment appraisal services. Since 1994, he has performed valuation services for a variety of businesses and purposes. He has served as an expert witness in litigation matters, spoken at various local and national venues and has had numerous articles published regarding business valuation issues. As an appraiser, he is a member of the American Society of Appraisers (ASA) and has been serving as their Business Valuation Committee Education Chairperson since 2013. As Education Chairperson, he is responsible for overseeing ASA’s business valuation course curriculum and budgeting. He has developed ASA courses and continues to strive for excellence in ASA’s education offerings.

Key:

Complete
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Available
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Session 1 - June 5
Zoom Session #1
06/05/2023 at 10:00 AM (EDT)  |  480 minutes
06/05/2023 at 10:00 AM (EDT)  |  480 minutes Join link will be active 10 minutes before the scheduled live event. Once you click on the join link, you will be re-directed to the zoom event and the host will allow you to join shortly. If you experience technical issues joining via the link, we highly recommend to dial-in via a telephone until you are able to troubleshoot your access issue that may be related to personal settings, pop-up blockers, firewall etc. In addition, refreshing or logging off and re-joining typically resolves access issues. Please email education@appraisers.org if you've exhausted all recommended troubleshooting tips. Thank you.
Session 2 - June 6
Zoom Session #2
06/06/2023 at 10:00 AM (EDT)  |  480 minutes
06/06/2023 at 10:00 AM (EDT)  |  480 minutes
Session 3 - June 7
Zoom Session #3
06/07/2023 at 10:00 AM (EDT)  |  480 minutes
06/07/2023 at 10:00 AM (EDT)  |  480 minutes
Course Wrap-Up
BV101 Course Evaluation
15 Questions
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BV101 Course Certificate
28.80 CPE credits  |  Certificate available
28.80 CPE credits  |  Certificate available