ONLINE LEARNING LECTURE SERIES
Webinars developed by the nation's leading experts in the fields of business valuation and financial forensics.
Free Webinars! One-Hour Live Webinar Presentations brought to you in partnership with
February 17 - March 17 - April 21 - May 19 - June 16, 2011
The Pluris DLOM Database
ValuSource Software and the National Association of Certified Valuation Analysts
Webinar Time: 9am - 10am Pacific 10am-11am Mountain 11am - 12pm Central 12pm - 1pm Eastern
The Pluris DLOM Database
The Pluris DLOM is your best source of data for arriving at your discount for lack of marketability. Why? Because recent court decisions point to three key characteristics the courts like to see in the calculation of discount rates: * Data drawn from restricted stock studies * Data drawn from similar companies * Data drawn from recent transactions.
The Pluris DLOM is the largest restricted stock DLOM database available on the market today. It gives you the widest possible range of industries and company sizes. The data is updated quarterly to provide you with the most recent transactions for your valuations.
Learning Objectives
After completing this Webinar course participants will be able to:
- Explain the database and why they are useful in business valuation
- Explain what the data fields mean or cite their definitions
- Employ filtering techniques to sort the data records
- Utilize the data in a market method for valuation
Who Should Attend
Business valuation professionals that have a need to understand comparable sales for small and medium sized companies.
Webinar Moderator - Dave Miles, CPA,CVA
Dave Miles has been the Business Valuation Manager at ValuSource for over ten years. His duties include creating software that utilizes the standards and common theory of business valuation. The software has been available in different incarnations since 1984 and Dave was personally involved with every release of ValuSource Pro and BVM Pro over the past 10 years. He was also integral to the report writers that interact with these programs. Prior to joining ValuSource, Dave was the CFO of an 80 million dollar financial institution.
Webinar Presenters- Ori Bash and David A. Gaynor, II, ASA, CBA
Ori Bash is based in Palo Alto, California, and focuses on Pluris' west coast expansion. His valuation clients range from high-net-worth families and family-owned businesses to public companies. He is particularly experienced in providing valuations for financial reporting as well as for estate and gift tax purposes. Prior to joining Pluris, he served as Assistant Vice President at FMV Opinions, a California-based business valuation firm specializing in valuations for estate planning transactions and estate tax returns. Prior to FMV, he was a Valuation Analyst at ValueNomics Research, Inc., in San Jose, California. He has earned the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers. He graduated with an MBA in finance from the University of Chicago and a B.S. in Business Administration from the University of California, Berkeley. |
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David A. Gaynor, II, ASA, CBA, Vice President of Pluris Valuation Advisors LLC specializes in business valuations as well as valuations of intangible assets including in-process R & D, software, trademarks, patents and copyrights.Mr. Gaynor has over 13 years of extensive experience in preparing documentation of financial and economic analyses and evaluations for a variety of purposes, including estate and gift taxes, income taxes, fairness opinions, sale and merger transactions, recapitalizations, stock purchase plans, ASC 805 (formerly SFAS 141R) purchase price allocations, ASC 350 (formerly SFAS 142) annual impairment testing, and Employee Stock Ownership Plans (ESOPs) for presentation to management, directors and stockholders of client companies, as well as to attorneys, accountants and bank trust representatives. |
Program Level: Overview | Prerequisites: None | Advanced Preparation: None |
Delivery Method: Group-Internet-Based | CPE Credits: One (1) hour | Fields of Study: Specialized Knowledge & Applications |
Important CPE Information
Because every live webinar presentation will include periodic online Polling Questions during the session to assess continuous participation and to determine the program’s effectiveness, all registrants must view and listen to the webinar presentation at individual computers in order to respond to Polling Questions and receive NASBA/NACVA qualified CPE credit.
REGISTER FOR THESE FREE WEBINARS NOW ONLINE BY CLICKING HERE!
For information regarding refund, complaint, and/or program cancellation policies, please call our Director of Member Services: (801) 486-0600. Webinar Cancellation Policy: click here
IMPORTANT NOTE: After you register online, you will immediately receive a paid invoice email, a webinar logon information email. Webinar materials email--will be emailed the day before the webinar. Please check your spam and/or junk folders to insure you receive these important documents.
The Consultants' Training Institute c/o National Association of Certified Valuation Analysts
1111 Brickyard Road, Suite 200 Salt Lake City, Utah 84106-5401
Tel: (801) 486-0600 Internet: www.NACVA.com
