Business Valuations Articles, Publications, and Presentations

IBBA Summer Educational Summit 2020

Taught IBBA Course 210 Analyzing and Recasting Financial Statements (12 hours) and IBBA Course 220 Introduction to Pricing Small Businesses (6 hours), online through Zoom Video Conferencing, at the International Business Brokers Association, Summer Online Educational Summit, August 26-28, 2020.

The COVID-19 Impact on Pricing, Financing + Deal Structure

Workshop delivered to the International Business Brokers Association, IBBA 2020 Virtual Conference, Zoom video conference, Lou Pereira, Lou Vescio, & Steve Mariani, May 9, 2020.

Business Brokerage 2020 in the Wake of COVID-19

Workshop delivered to the New England Business Brokers Association, Zoom video conference, May 1, 2020.

NEBBA/IBBA Educational Summit 2019

Taught IBBA Course 210 Analyzing and Recasting Financial Statements (16 hours), and IBBA Course 220 Introduction to Pricing Small Businesses (8 hours), at the New England Business Brokers Association and International Business Brokers Association Educational Summit, Westborough, Mass., September 11, 12 and 13, 2019.

IBBA Annual Conference 2018

Taught IBBA Course 211 Advanced Recasting (4 hours), and IBBA Course 212 The Balance Sheet (4 hours), at the International Business Brokers Association, Annual Conference, New Orleans, La., May 7, 2018.

CVBBA Annual Conference 2017

Taught IBBA Course 211 Advanced Recasting (4 hours), and IBBA Course 212 The Balance Sheet (4 hours), at the Carolinas and Virginia Business Brokers Association, Annual Conference, Charlotte, N.C., September 21, 2017.

NEBBA Educational Summit 2017

Taught IBBA Course 211 Advanced Recasting (4 hours), and IBBA Course 212 The Balance Sheet (4 hours), at the New England Business Brokers Association, Educational Summit, Auburn, Mass., April 21, 2017.

IBBA Course 211: Advanced Recasting (4 hours), and IBBA Course 212: The Balance Sheet (4 hours)

taught at the International Business Brokers Association, National Conference, Orlando, Fla., May 2, 2016.

NEBBA Educational Summit 2016

Taught IBBA Course 220 Introduction to Pricing Small Businesses (8 hours), and IBBA Course 221 Pricing Small Businesses: Level 2 (8 hours), at the New England Business Brokers Association, Educational Summit, Auburn, Mass., April 18 & 19, 2016.

Standards of Value: What, When, Why & How

Continuing education webinar program delivered to the National Association of Valuators and Analysts, via internet, March 28, 2016.

Fair Market Value

Continuing education program delivered to the National Association of Valuators and Analysts, Massachusetts Chapter, Westboro, Mass., January 21, 2016.

Personal Goodwill for Estate Planning Advisors

Presentation delivered to the Merrimack Valley Estate Planning Council, Massachusetts School Of Law, Andover, Mass., October 7, 2015.

IBBA Fall Educational Summit 2015

Taught IBBA Course 210 Analyzing and Recasting Financial Statements (16 hours), IBBA Course 220 Introduction to Pricing Small Businesses (8 hours), and IBBA Course 221 Pricing Small Businesses: Level 2 (8 hours), at the International Business Brokers Association, Fall Educational Summit, Santa Ana, Calif., September 13-16, 2015.

IBBA Course 222: Advanced Valuation, Discounted Cash Flow Method

8-hour course co-facilitated at the International Business Brokers Association, National Conference, Austin, Tex., November 17, 2014.

Use of Pratt’s Stats Transactional Data, QuickRead

National Association of Certified Valuators and Analysts, October 8, 2014.

IBBA Course 211: Advanced Recasting

4-hour course co-facilitated at the International Business Brokers Association, National Conference, Las Vegas, Nev., June 4, 2014.

Developing Superior CBRs (Confidential Business Review)

Workshop delivered to the New England Business Brokers Association, Regional Conference, Westboro, Mass., November 16, 2013.

Use of Transactional Data: Issues and Opportunities in the Data (Pratt’s Stats)

Workshop delivered to the New England Business Brokers Association, Regional Conference, Westboro, Mass., November 16, 2013.

Business Valuation Issues in Gifting and Wandry v. Commissioner

Presentation delivered to the Merrimack Valley Estate Planning Council, Merrimack College, North Andover, Mass., November 5, 2013.

Business Valuation for Divorce in Massachusetts

Presentation delivered to the Association of Divorce Financial Planners, Wakefield, Mass., January 3, 2013.

Pricing Businesses Today: A Market Approach (DMDM)

Presentation/workshop delivered to the International Business Brokers Association, National Conference, Phoenix, Ariz., November 18, 2011.

Recasting Review: Finding the Hidden Value in Private Companies

Presentation/workshop delivered to the International Business Brokers Association, National Conference, Phoenix, Ariz., November 18, 2011.

Recasting Review: Finding the Hidden Value in Private Companies

Presentation/workshop delivered to the New England Business Brokers Association, Worcester, Mass., November 2, 2011.

Business Valuation for Estate Planning

Course delivered to the N.H. Society of Accountants, Concord, N.H., June 29, 2011.

Personal vs. Enterprise Goodwill: Proper Allocation Can Close More Deals

Presentation/workshop delivered to the International Business Brokers Association, National Conference, New Orleans, La. May 13, 2011.

What Drives Business Value

Presentation/workshop delivered to the Bay State Consulting Group, Executive Forum, June 30, 2010.

Business Valuation in a Recovering Economy

Presentation delivered to the International Business Brokers Association, National Conference, Orlando, FL, June 18, 2010.

Basics of Business Valuation

Presentation delivered to the New England Business Brokers Association, Regional Conference, Woburn, MA, April 10, 2010.

How Changes in the Capital Gains Tax Rates Can Help You Make Deals Now

Presentation delivered to the New England Business Brokers Association, March 3, 2010.

Gifting Ownership Shares of Private Companies: How To Reduce Your Client’s Risk

Presentation delivered to the Merrimack Valley Estate Planning Council, December 1, 2009.

Beauty is in the Eye of the Buyer

Focus Capital: Financial Topics Newsletter, May 2009.