Upcoming Webinars
- Jan 21, 2024: Hitchner’s Annual New Year BV Update
- Feb 25, 2024: Harnessing AI to Transform Your BVFLS Practice
Tuesday, January 21, 2025, 1:00 – 3:00 PM ET
Hitchner’s Annual New Year BV Update
The NEW Concepts, Data, Models, and Methods from 2024 That You Need to Know and Understand
Will Include a Free Issue of Hitchner’s Publication
“Hardball with HITCHNER: Tough Issues, Clear Answers”
Speakers:
Jim Hitchner, CPA/ABV/CFF and Harold G. Martin, Jr., CPA/ABV/CFF, ASA, CFE
Webinar Description:
- Are you behind in your reading?
- Is your new year’s resolution to review that stack of publications on your desk?
- Are you still unsure about many valuation issues?
This webinar will help you keep that resolution, clear that clutter, and update you on new issues in business valuations. We will only present what we believe to be some of the most important pieces of BV information from 2024. This will include only NEW concepts, data, models, and methods in such areas as the income approach, cost of capital, inflation, growth rates, the transactions method, the public company method, reports, BV standards, poll results, and expert testimony.
Learning Objectives:
The participant will learn the following:
- MythBusters greatest hits
- Cost of capital benchmarks chart updated
- Why is it okay to use the excess earnings method for the valuation of intangible assets but not to value an entire business?
- The proper use of multi-tiered discounts
- Known or knowable continues to be interpreted
- Venture capital rates of return
- Why the Build Up Model is still meaningful
- What’s new in personal goodwill allocations?
- Michael Gregory on new IRS initiatives
- New (and different) views about the use of Pepperdine data
- USPAP/NACVA review reports vs. litigation rebuttal reports
- Why is opinion bias still so prevalent?
- Two conundrums: DLOMs for a 50% interest and a 100% interest
- What’s wrong with revenue ruling 59-60?
- What’s in the Stout purchase price allocation study?
Handouts:
- VPS Webinar PowerPoint slides
- Articles
- Publication citations
- Following the webinar, attendees will have access to a video recording of the program
About the Presenters:
Jim Hitchner, CPA/ABV/CFF
- Managing Director, Financial Valuation Advisors Inc.
- CEO, Valuation Products and Services LLC
- President, Financial Consulting Group LLC
- Editor in Chief, Hardball with Hitchner publication
- 44 years in valuation services
- Former member of the AICPA task force on BV standards
- Inductee in the AICPA BV Hall of Fame
- Two-time recipient – AICPA Volunteer of the Year award
- Coauthored over 20 courses; taught over 60 courses
- Published over 150 articles; made over 400 presentations
- Discount for Lack of Marketability Guide and Toolkit, 2017
- Financial Valuation Applications and Models, 5th edition, 2025
- Financial Valuation Workbook, 5th edition, 2025
- PPC’s Guide to Business Valuations, 18th through 31st editions
- Hitchner • Pratt • Fishman, A Consensus View, Q&A Guide to Financial Valuation, 2016
- Valuation for Financial Reporting: Fair Value, Business Combinations, Intangible Assets, Goodwill, and Impairment Analysis, 3rd edition, 2011
Harold Martin, CPA/ABV, CFF, ASA, CFE
- Managing Director, Financial Consulting Group (FCG)
- Director and former Partner-in-Charge of Valuation and Forensic Services Practice and member of Executive Committee, Keiter
- Adjunct faculty member, The College of William and Mary Raymond A. Mason School of Business
- Over 40 years experience in valuation and forensic services, and public accounting
- Recognized by Forbes in its inaugural list of America’s Top 200 CPAs in 2024
- Inductee in the AICPA BV Hall of Fame
- Two-time recipient of the AICPA BV Volunteer of the Year award
- Taught over 50 AICPA courses on valuation and forensic accounting, including National BV School, ABV Exam Review Course, and Expert Witness Skills Workshop
- Co-author, Financial Valuation Applications and Models, 1st–5th editions
- Contributing author, Cost of Capital: Estimation and Applications, 2nd–4th editions
- Former member, AICPA Business Valuation Committee
- Former commissioner, AICPA National Accreditation Commission
- Former chair, AICPA National Business Valuation Conference
- Creator and former chair, VSCPA Forensic and Valuation Services Conference
- Editorial board member, Business Valuation Update
Tuesday, February 25, 2025, 1:00 – 3:00 PM EST
Harnessing AI to Transform Your BVFLS Practice
Speaker: Rod Burkert
Webinar Description:
As a BVFLS professional, you seek ways to maintain a competitive edge … and AI is the next frontier to exploit. Because whether you’re on the AI sidelines or already a seasoned user, there is a ton of potential to be explored. This session will showcase real-world examples to demonstrate how you can harness AI to better market, sell, and deliver your services. If AI for BVFLS is on your mind – and you’re looking to move past the hype and integrate AI into your workflows – this session is one you’ll want to attend.
Learning Objectives:
Participants will discuss practice management issues and solutions as they relate to these AI matters:
- Understanding what is driving AI adoption
- Overcoming objections to AI use in BVFLS work
- Comparing pros and cons of alternative AI platforms
- Crafting effective AI prompts for practical BVFLS use cases
- Navigating AI usage disclosure requirements by the VPOs
- Identifying best resources to increase AI-use proficiency
Handouts:
- VPS Webinar PowerPoint slides
- Following the webinar, attendees will have access to a video recording of the program
About the Presenter:
Rod Burkert
In one way, shape, or form Rod has been performing business valuations since the late 1980s. In July 2000, Rod started Burkert Valuation Advisors in Philadelphia where he ran a “traditional” valuation practice for 10 years.
From March 2010 to March 2022, Rod traveled full-time in an RV throughout the US and Canada with his wife and dogs. When he saw the possibilities of a location-independent practice, he started rbCOACHING to help others transform their BVFLS firms.
Rod has since settled in Bisbee, AZ and focuses solely on practice management coaching. And when the first AI model rolled out in late 2022, he saw the potential that AI could have for the BVFLS profession. That began a journey of self-learning and experimentation, culminating in Rod’s launch of his AI for BVTM newsletter in January 2025. His mission: Turn the practice you have into the practice you want … with an assist from AI.
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.