Why DLOM/DLOC are Often Four-Letter Words
December 9, 2014

1–5 Attendees:
$220
6–10 Attendees:
$275
11+* Attendees:
 $325

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



Program Level:Intermediate Prerequisites:  Previous training or research on subject matter being taught. Advanced Preparation: None
Delivery Method: Group Internet-Based  CPE Credits: Two (2) hours
Fields of Study: Finance; Economics
1–5 Attendees:
$220
6–10 Attendees:
$275
11+* Attendees:
 $325

Webinar will begin at 5:30 p.m. Central Time (CT) and 6:30 p.m. Eastern Time (ET)

*For pricing on groups of more than 20, please click here.

Register Online or call (800) 677-2009

NASBA

The Consultants' Training Institute (CTI) 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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