We are pleased to provide a variety of professional resources, tools and discounts to our Members and Registered Students. Below you can find everything from peer-reviewed research, technical articles, business valuation tools, and partnerships.
CBV Institute has negotiated preferential pricing for CBVs on Personal Pension Plan (PPP) services through INTEGRIS Pension Management Corp., an independent third-party pension consultant. A PPP lets eligible CBVs who own a Canadian-Controlled Private Corporation (CCPC) make tax-deductible retirement contributions beyond RRSP limits, often tripling total career tax deductions.
Marsh Canada provides a professional liability insurance policy that has been designed specifically with the needs of CBVs in mind. CBVs are invited to compare the broad coverage and competitive quotes available under this policy.
CBV Institute is pleased to announce that members and students now have complimentary access to the Discount for Lack of Marketability (DLOM) Calculator, developed by Dr. Ashok Abbott, Associate Professor of Finance at West Virginia University.
Elevate Your Valuations with Confidence – Empower yourself with essential industry, economic, and financial intelligence essential for accurate assessments and confident valuations using data that is timely, reliable, and built to support your expertise.
The Kroll Cost of Capital Navigator guides users through the process of developing global cost of capital estimates, a key component of any valuation analysis.
CBV Institute’s Sponsored Research Initiative was started in 2004 to foster original research in business valuation and related topics.
Enhance your expertise in business valuation with CBV Institute’s comprehensive Program Course Notes.
Stay ahead with CBV Institute’s Canadian Tax Primer—a new resource designed to help CBVs and Registered Students deepen their understanding of key tax principles. This primer offers essential insights tailored to business valuation professionals.
CBV Institute has released a new practice resource on the responsible use of AI. The primer covers the use of AI systems that are well-established in financial and litigation services (e.g., predictive AI such as e-discovery software) as well as the newer generative AI applications (e.g., ChatGPT, Copilot, and Gemini).
In this comprehensive video guide, Kevin Floether, Director of Marketing and Communications, CBV Institute, walks viewers through the practical applications of generative AI for CBVs. Whether you’re a sole practitioner or running a small practice, discover how AI tools can enhance your efficiency without requiring the technical expertise of a full IT team.
CBVs are experts in their field. The following articles and papers have been written by CBVs, and several have been featured in various national publications.
With 5.04 billion active social media users, professionals in the business valuation field should consider leveraging social media as a growth tool. Whether you are running a firm or building a personal brand, a strategic approach to social media can yield powerful results.
CBV Institute’s policies and common questions regarding our digital badges.
Social Media Marketing Guide