Program Description
Most studies overlook much about equity-level risks and investor-expected concessions, ubiquitously referred to as discounts, as well as how new knowledge almost always assures more accurate and empirically supported levels, whether the intended audience is the court or a regulatory body like the IRS.
Learning Objectives
After completing this webinar, attendees will be able to:
- Distinguish various legal, finance, tax, and operating issues uncommonly discussed when opining on impairments and strengths associated with equity interests
- Measure, manage, and mitigate risks associated with entity and equity ownership
- Determine the composition and likely pool of investors associated with the fair, fair market, and intrinsic values as well as likely holding periods
Who Should Attend
CPAs, valuators, attorneys/jurists, economists, investment and commercial bankers
Presenter(s)
Carl Sheeler, PhD, ASA, CBA, CVA
Mr. Carl Sheeler has 25 years of experience as an IRS/court-qualified business valuation expert. He has completed over 1,000, eight- to ten-figure entity/equity level engagements and has testified more than 165 times. He is a nationally recognized presenter on legal, M&A, tax, and valuation matters. In addition, Carl Sheeler serves on the Ambassadors’ Editorial Board of NACVA and the Board of Governors for the Institute of Business Appraisers (IBA) and has been recognized by NACVA as an Instructor of Great Distinction. He is an author on valuation and discounting topics for John Wiley & Sons, Valuation Strategies, the California and New York state bar associations, and the AICPA.
CPE Credit |
Carl Sheeler, PhD, ASA, CBA, CVA
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