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Event Information

SC RDG Business Valuation: Appraisals and Acquisitions in the Covid-19 world. | J3020820
Date: August 20, 2020
Event Start time: 7:30 AM   End time: 8:30 AM
Location: Sacramento Area

Facility: Virtual Meeting

 


Member:       $0
Nonmember: $5

CPE Credits:



Our Roseville Discussion Group continues looking at how Covid-19 has impacted business here in California by looking at Business Valuations. Valuations are changing-whether they are used in partnership dissolutions, bankruptcies, tax purposes, SBA loans or martial dissolutions.
 
Our guest speaker will be Fred Hall, MBA, CBA, CVA of Amador Appraisals and Acquisitions. He has written business valuations for over 700 companies, is a featured speaker, seminar leader, and presenter on business valuation techniques at conferences and webinar. His appraisal research has been published in leading industry journals and magazines.
 
We will return to in-person meetings as soon as we are able and in the meantime, enjoy your favorite morning beverage as we have our meeting in a virtual format.
 
The Roseville Discussion Group (RDG) is led by two of our outstanding members, Michael G. Polis, Esq., CPA and Andrew Rogerson. Both are Sacramento area executives who are leaders in their respective fields. Mike focuses his law practice on the licensure of health care facilities, HMO’s and insurers. In addition, he practices within the healthcare industry serving providers, programs, and health centers. He also provides legal counsel to individuals and business’ on tax, 1031 exchanges, bankruptcy and general corporate related legal issues, teaches at UC Davis, and is the author of extensive published healthcare-related writings. Andrew is a trusted adviser with several designations: Certified Mergers and Acquisition Professional, Mergers & Acquisition Master Intermediary, and Certified Business Broker. He has CA Real Estate Brokers license and holds a Certificate of Taxation. Intermediary. He is also the author of four books. Originally from Australia, Andrew is the owner and managing director of Rogerson Business Services, a licensed business consulting, brokerage and executive franchise placement service.
 
 

Objectives:
1) Recognize how appraisals will be different in the coming years.
2) Identify new methodologies for valuing small privately held businesses.
3) Determine why conventional appraisals fail in declining markets.

Major Subjects:
Current appraisal methods used by most appraisers fail to properly value highly profitable or marginally profitable small businesses. Depending on how much time is allotted, our guest presenter will demonstrate to attendees how to use Excel's regression utility to appraise a business. He will also introduce a valuation template that will do all the regression work and produce an accurate value of a small business with just the click of one button. He was recently a speaker at the NACVA annual convention on June 16 to present this methodology.

Level of Difficulty:
Basic

Field of Interest:
Taxes

Prerequisites:
Interest in the subject matter.

Designed For:
CPAs, Bankers, Financial Planners, Insurance Agents, Professional Staff, and Enrolled Agents

Advanced Prep:
None

Event Notes:
Zoom opens at 7:30 a.m.
Member Fee: Free
Nonmember Fee: $5
Zoom Link will be sent the afternoon prior to the meeting.