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Thursday, September 16, 2021 Live Webcast

Unlocking the Mysteries of Key Person Value (X2-20287)

2:00 PM - 4:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

The assessment of key person value has long challenged business appraisers. From identification to quantification, the challenge lies not in assigning a value to relationships, management abilities, experience, or inside knowledge, but to the person holding these intangible assets.

DESIGNED FOR

CPAs, Estate planning attorneys, CEOs, CFOs, Board members

BENEFITS

After attending this presentation you will be able to...

  • Determine how to analyze a key person's impact on the value of a business.

HIGHLIGHTS

The major topics that will be covered in this course include:
  • How to identify the attributes of a key person
  • How to quantify the value of the attributes
  • How to understand the empirical data related to key person value
  • Apply valuation standards to a key person analysis
  • Review key court decisions regarding key person issues

COURSE LEVEL

Intermediate

PREREQUISITES

Working knowledge of finance

ADVANCE PREPARATION

None

INSTRUCTOR

Kevin Yeanoplos

Kevin R. Yeanoplos, CPA/ABV/CFF, ASA

Director

Kevin R. Yeanoplos, CPA/ABV/CFF, ASA, is a shareholder and the director of Valuation Services for Brueggeman and Johnson Yeanoplos, P.C., a firm with offices in Seattle, Wash. and Tucson, Ariz. that specializes in the areas of business valuation, financial analysis and litigation support. Kevin is also one of the founders of YS Advisory Services, utilizing his extensive experience over the last 30+ years in advising professional service providers and their clients on strategic planning and management issues.

Over the last three decades, Kevin has assisted clients around the country with the valuation of a diverse array of intangibles including patents, trademarks and song catalogs to name a few, whether it be for divorce or other litigation, financial reporting, gift and estate taxes, mergers and acquisitions or ESOPs, among others. The diversity extends to Kevin's extensive business valuation experience, with a partial client roster that includes high tech companies, aircraft parts manufacturers, biomedical companies, construction companies, professional practices and automobile dealerships.

As both an expert witness and court appointed neutral in state and federal courts across the country, Kevin has assisted triers of fact in understanding a variety of complex valuation, financial analysis and damages issues. A popular and experienced presenter, Kevin frequently lectures throughout the United States on the topics of valuation, applied finance and financial analysis, including presentations to the Federal Bureau of Investigation, the American Institute of CPAs (AICPA), the American Society of Appraisers (ASA), the State Bars of Arizona and Utah, and many other professional organizations.

He has been a faculty member for the AICPA's National Business Valuation School for close to 20 years and is currently on the faculty of the National Institute for Trial Advocacy. An accomplished author, Kevin has contributed to Valuing Professional Practices & Licenses, Forensic Accounting in Matrimonial Divorce, Financial Valuation: Application and Models, Guide to Personal v. Enterprise Goodwill, and Reasonable Compensation: Application and Analysis for Appraisal, Tax and Management Purposes, among many others. He is currently lending his editorial skills to the Business Valuation Update and the AICPA's Journal of Accountancy as a member of their respective editorial boards. Throughout his professional career, Kevin has volunteered his time and talents to give back to the public and his profession, including prior service as a Commissioner on the AICPA's National Accreditation Commission, Chair of the AICPA's ABV Credential Committee, Board Member of the Arizona Society of CPAs and Chair of the Arizona Board of Appraisal among others. He was recently appointed to the Arizona Commission on Judicial Performance Review by the Arizona Supreme Court. The AICPA honored Kevin's contributions by naming him their 2006 Business Valuation Volunteer of the Year and inducting him into the AICPA Business Valuation Hall of Fame in 2010, recognizing fewer than 30 individuals whose lifetime achievements and contributions have significantly advanced the valuation discipline and have enhanced the valuation profession for CPAs.

PRICING

$69.00 - Member

$89.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings

ALSO QUALIFIES FOR