What I Learned at the NACVA; Business Valuation and Business Appraisal National Meeting

I recently returned from the National Association of Certified Valuation Analysts meeting in New Orleans, Louisiana.  This is a meeting of business valuator and business appraisers.  Here are a few things I learned:

  • ESOPS have increasing complexity and regulation and this will affect ESOP business appraisal and valuation over the next few years.
  • In many cases pass through entities (partnership and S corp taxation) have about a 10% premium over non pass through entities (c corps).  There is no agreement on how to calculate this premium.
  • There is a proliferation of types of life insurance and the valuation of these instruments will increase over the next few years.
  • The SBA’s SOP, SBA Standard Operating Procedures for Business Appraisal and Business Valuation (click here for Harvest’s SBA Business Valuation and Business Appraisal site) has been revised and updated
  • The food and music is wonderful although at this point in my life I have a two evening tolerance.
  • I most enjoyed a quite evening at GW Fins and highly recommend it.

New Orleans is a town that understands how to make being a tourist fun.  The NACVA put on a wonderful educational meeting.

Gregory Caruso, Esq., CPA, CVA

Business Valuation, Business Brokerage.