BV546 Understanding DealStats: What You Need to Know

Includes a Live Web Event on 10/10/2024 at 1:00 PM (EDT)

Class Date/Time

Thursday, October 10, 2024
1:00pm-2:00pm Eastern Standard Time

Registration Includes

  • Access to virtual webinar via zoom will be accessible via education dashboard (login required)
  • Electronic webinar handout(s)*

*Any webinar handouts will be made available to registrants the morning of the live event and made accessible via your education dashboard (login required). Once handouts have been posted for download, the class is no longer refundable. 

Continuing Education (CE) Credit

This webinar will award 1.2 CE/CPE hour(s) for the live event. If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar and complete any required post-webinar components within the Course Wrap-up section.  

NASBA and Continuing Professional Education (CPE) Credit
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Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy. 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 (1.2) CPE credits
Program Level: Fundamental
NASBA Knowledge Type: Specialized Knowledge
Delivery Method: Virtual
Prerequisites: None
Advanced Preparation: None 

Webinar Description

Identifying comparable companies in a new platform can be daunting. Understanding how the data provider captures and reports information can compound this. This presentation provides attendees with the information they need to know about DealStats, a valuable resource in an appraiser’s market approach. The presentation will include a background on the resource, including the data sources DealStats uses, how the data is reviewed and vetted, and what benefits the database can provide. Attendees will learn the answers to questions that are most commonly asked in order to avoid any potential pitfalls when using the information. The audience will see a live demo of the database so they can efficiently navigate the platform to find the information they need for their market approach. Does DealStats have a place in your practice? Attend this webinar to find out.

Instructional Methods

Methods include lecture, visual PPT presentation and polling questions. 

Course Audience

Valuation professionals who use the merged and acquired method in their market approach. Professionals who wish to learn more about DealStats and whether it can assist in providing credible support to their valuations. Current or potential users who wish to know more about DealStats.

Learning Level 

Fundamental

• DealStats introduction and background;

• Sources of data and review process;

• The most common questions and their answers; and

• Case Study: navigating the platform, searching for comparable companies, filtering/searching, customizing the interface, exporting to Excel and PDF, saving client searches, and setting up Deal Alerts. 

Upon completion of this course, students will be able to:

  • Identify what DealStats is and describe what it has to offer in the valuation process;
  • Leverage answers to important questions to understand the data and interpret the results;  
  • Utilize the online platform to quickly identify comparable companies; and 
  • Integrate the multiples from DealStats in your market approach.

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 the morning of the live event and listed within the education dashboard for all registrants to securely access prior to the start of the webinar. 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 of completion will be available to view and/or download immediately via your education dashboard once all required components are completed. 

Adam Manson

Chief Data Officer

Business Valuation Resources, LLC

Adam Manson is the Chief Data Officer at Business Valuation Resources, LLC, a firm that provides data, tools, and reports to business appraisers. Adam manages the various data products and reports offered by BVR. He has led the development of various platforms and tools, including DealStats (BVR's flagship offering), the Guideline Public Company Comps Tool, and the Economic Outlook Update, among others. He holds a bachelor's degree in finance from Seattle Pacific University and an M.B.A. from Portland State University.

Key:

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Live Virtual Event
Zoom Webinar Access
10/10/2024 at 1:00 PM (EDT)  |  60 minutes
10/10/2024 at 1:00 PM (EDT)  |  60 minutes Join link will be active 10 minutes before the scheduled live webinar. Once you click on the join link, you will be re-directed to the zoom event waiting room 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.
Course Wrap-up
BV546 Webinar Evaluation
15 Questions
15 Questions We appreciate you taking the time to complete this course evaluation. Your feedback is vital to ASA to provide quality education and courses. Thank you in advance for your valuable feedback as it will continue to help ASA shape future educational initiatives. Sincerely, The ASA Education Team
BV546 Webinar Certificate
1.20 CPE credits  |  Certificate available
1.20 CPE credits  |  Certificate available