PAGE 9 Conference Presentations, Webinars, and Professional Journal Articles:



"What Appraisers, Accountants, and Attorneys Need to Know About Business Valuation- Related Issues in Estate Planning"
webinar for the AICPA Nations Leading Experts series, presented on November 3, 2011, by F.A. “Chip” Brown and Curtis R. Kimball.
Chip and Curt discuss best practices for estate planning-related business valuations, the valuation analyst’s various roles in estate planning, valuation issues in the drafting of company/partnership documents, and recent out-of-court valuation discount settlements.


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“How to (And How Not To) Estimate the DLOM for Controlling Ownership Interests,”
by Aaron Rotkowski, published in the Fourth Quarter 2011 issue of Business Appraisal Practice, a publication of the Institute of Business Appraisers (IBA).
This article discusses the discount for lack marketability (DLOM) for controlling ownership interests. In particular, this article focuses on (1) the rationale for a DLOM for a controlling ownership interest, and (2) common errors that valuation analysts make when estimating a DLOM for a controlling ownership interest.

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MRI Associates v. Saint Alphonsus: Anatomy of a $52 Million Decision
This presentation was delivered to the American College of Trial Lawyers Business Valuation and Economic Damages Seminar, November 4, 2011, by Charles Wilhoite.

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Understanding and Implementing the Income Approach
This webinar presentation was delivered to the American Institute of Certified Public Accountants, September 28, 2011, by Charles Wilhoite and Daniel Lynn.

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“Estimating Stock Price Volatility in the Black-Scholes-Merton Model"
by Aaron Rotkowski, published in the November/December 2011 issue of The Value Examiner, the publication of the National Association of Certified Analysts (NACVA).
This article (1) presents a list of common reasons why valuation analysts are asked to estimate the fair market value of closely held company stock options, (2) discusses the generally accepted analytical procedures that can be used to estimate stock price volatility for closely held company stock, and (3) describes a number of factors that the valuation analyst should consider when making the option pricing model (OPM) volatility estimate.

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Practical Applications of Patent Valuation Approaches and Methods
This presentation was delivered to the Annual AICPA National Business Valuation Conference, Las Vegas, Nevada, November 7, 2011, by Robert Reilly.

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Intellectual Property Valuation Approaches and Methods
This presentation was delivered to the Business Development Academy and Certified Patent Valuation Analysis Webinar, November 10, 2011, by Kevin Zanni and Robert Reilly.

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Is Fair Value Equal to Fair MarketValue?
This presentation was delivered to the NAPTR-TEC Annual Conference, Charleston, South Carolina, October 25-26, 2011, by Robert Reilly.

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Economic and Market Impact on Upcoming Year-End Valuations
This presentation was delivered to The ESOP Association, New South Chapter Fall Conference, October 5-6, 2011, by F.A. “Chip” Brown and Adrian Loud. Frank A. “Chip” Brown recently participated in a leading expert panel presentation at The Big 5 Conference hosted by the New South Chapter of The ESOP Association. Chip’s presentation focused on the impact of the recent economic and market conditions on upcoming year-end valuations of ESOP sponsor companies.

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Applied Business Valuation Methodology: Best Practices in Gift and Estate Tax Planning
This webinar presentation was delivered to the Wisconsin Bar Association, July 29, 2011, by Timothy Meinhart and Kevin Zanni.

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Understanding Business Valuation Methodology: Best Practices and Shareholder Disputes
This webinar presentation was delivered to the Wisconsin Bar Association, July 8, 2011, by Timothy Meinhart and Kevin Zanni.

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Valuation Issues in Shareholder Disputes
This presentation was delivered to the Illinois CPA Society Business Valuation Symposium, May 10, 2011, Chicago, Illinois by Robert F. Reilly.

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