VPS STRAIGHTtalk Series

October 26, 2017
1:00 – 3:00 pm EDT

Best Practices in Business Valuation
S Corps
***Includes New Detailed Case Study***
***Includes Report Language***
Part of the
"Best Practices in Business Valuation Series"

Our six-part "Best Practices: Business Valuation Methods" earlier this year was so successful we decided to tackle other important areas in BV, starting here with the valuation of S corps.

Note: Each webinar is presented on a standalone basis. While prior attendance is encouraged, it is not required.

Jim Hitchner, CPA/ABV/CFF, ASA
Managing Director, Financial Valuation Advisors
CEO, Valuation Products and Services
President, The Financial Consulting Group
Coauthor, Hitchner Pratt Fishman, A Consensus View Q&A Guide to Financial Valuation
Coauthor, Discount for Lack of Marketability Guide and Toolkit
Coauthor, Financial Valuation Applications and Models, 4th edition
Coauthor, PPC's Guide to Business Valuations, 27th edition
Former member of the AICPA BV Standards Writing Task Force
Inductee in the AICPA BV Hall of Fame

Kate Morris, ASA
President, Morris Valuation Consulting
Managing Director, Valuation Products and Services
Twenty-Two Years of Valuation Experience
Coauthor, Discount for Lack of Marketability Guide and Toolkit
Coauthor, Financial Valuation Applications and Models, 4th edition
Panel of Experts, Financial Valuation and Litigation Expert journal

 

Learning Objectives:

The participant will learn:

  • Why you should tax affect the earnings of an S corp as a starting point
  • Why some analysts do not tax affect
  • Whether to use corporate or personal tax rates
  • About the prevalence of tax affecting S corps both in and out of the tax area
  • How four of the S corp models work
  • A summary review of the IRS job aid on S corps
  • Control vs. minority S corp issues

Webinar Outline

  • Best Practices - New case study applying four methods to value an S corp
    • Delaware MRI model
    • Fannon Discount Rate Adjustment model
    • Treharne model
    • Van Vleet SEAM model
  • Strengths and weaknesses of the four models
  • How to defend your S corp valuations
  • How to determine an S corp adjustment
  • Valuations secret - Where does the money go that is not distributed?

Handouts: 

  • VPS Webinar PowerPoint slides
  • Sample report section

Following the webinar, attendees will receive an interactive video of the webinar showing the audio synced to the slide presentation in real time

 

 

The VPS StraightTalk webinar series brings you outstanding continuing professional education on business valuation and litigation topics. Unless otherwise noted, all webinars are targeted at an intermediate program level, qualify for two hours of CPE credit, and begin at 1:00 p.m. ET. Pay one fee of $239 for everyone in your firm to participate. Unlimited employees from your firm will each receive 2 CPE credits for NO additional fee (applies to all employees at your firm who sign in per the webinar participant instructions.) More information on the VPS StraightTalk webinar series can be found here.

Jim Hitchner's Valuation Products and Services (VPS) provides tools to assist practitioners in business valuation, litigation services, and forensics and fraud.

Valuation Products and Service, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.