One Day Business Valuation Virtual Seminar

Join us online for our annual one-day virtual business valuation conference, a premier educational opportunity, gathering the profession’s thought leaders to spotlight the latest developments and trends in business valuation.

Topics and Speakers:

1. REGISTRATION & WELCOME – Steven Juska, ASA, Sean O’Reilly, ASA
2. SESSION 1: NATIONAL ECONOMIC UPDATE – Anna Rathbun, CFA, CAIA
3. SESSION 2: BUSINESS VALUATION TOPIC – Charles Sapnas, CFA, ASA
4. SESSION 3: BETA IN UNCERTAIN GEO-POLITICAL TIMES – John Barton, ASA, CPA
5. SESSION 4: VALUING PASS-THROUGH ENTITIES – William Boomer McInerney, ASA
6. SESSION 5: DEBT VALUATION – Todd Fries, ASA, CFA, Stephen Jaquess, CPA
7. SESSION 6: BUSINESS VALUATION TOPIC – Sean Woodward
8. SESSION 7: STUDY ON INTANGIBLE ASSETS – Thomas Zambito, Cody Marshall, ASA
9. SESSION 8: IMPACT OF SECONDARY TRANSACTIONS ON VALUATIONS – Curtis Farrow, ASA, CPA, Nadia Carey, CPA/ABV
10. SESSION 9: M&A TOPIC – Pitchbook

Please register below. The meeting link will be distributed closer to the date of the conference.

Click here to see the detailed agenda.

NASBA-Approved CPE Credit Hours: 8 hours
Learning Objective: After completing this program, participants will have learned about business valuation theory and state-of-the-art best practices.
Knowledge Type: Business Valuation
Prerequisite:  None
Class Type: Online
Pre-Course Work Required:  None
Program Level:  Basic to Intermediate
Course Description: Topics covered in this seminar include, but are not limited to, cost of capital inputs, pass-through entity valuations, debt valuations, intangible asset studies, impact of secondary transactions on valuations, merger & acquisition market update.
Prerequisite Education: Introductory knowledge of Accounting, Finance, & Excel.
Cancellation & Refund Policy: Refunds available if done on or before Sept. 12, 2025; some penalties may apply. Canceling after that date or being a no-show will result in a forfeit of the entire fee and no refund will be provided.
Complaints Resolution Policy: Email us at BV.ASA.Phila@gmail.com or pvaidya09@gmail.com
Program Sponsor: Philadelphia Chapter, American Society of Appraisers, https://asaphila.com/