CONNECT 2023 AN OVERWHELMING SUCCESS

Last week, CBV Institute hosted a sold-out CONNECT 2023 at the Sheraton Centre Toronto Hotel. Attendees participated in sessions on a diverse range of timely topics aimed at advancing their valuation expertise across three streams of content: Deals, Litigation, and Core Business Valuation. We are pleased to share some photo highlights below.

CBV Institute would like to thank our sponsors and volunteers for making CONNECT 2023 such a success. We look forward to hosting everyone at CONNECT 2024 taking place in Montreal on June 20 & 21 at the Hotel Bonaventure.

WELCOME NEWEST CBVs

Welcome and congratulations to our newest CBVs, admitted on June 7, 2023.

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PROGRAM OF STUDIES - UPCOMING DEADLINES

Exam Opt-Out – Tuesday, June 27

York University will send all students a link to opt-out of their course exam if they so wish. After opting-out of an exam, a reduced re-enrolment price will automatically apply when you register for that course in the next semester. Students will not be permitted to opt-out of their exam after this deadline.

Deadline to Apply for Academic Accommodations – Tuesday, June 27

In order to apply for academic accommodations, students may submit the appropriate documentation to education@cbvinstitute.com.

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PRACTICE CORNER: CAUTION ON SCHEDULES WITHOUT A REPORT

It has come to CBV Institute’s attention that from time to time, members are asked whether they can provide calculations in schedules-only, without a complete or formal report. For example, this may arise in dispute contexts, in a collaborative family law situation, or when the parties are attempting to negotiate a settlement. A schedules-only work product may or may not meet CBV practice standards, and therefore requires thoughtful consideration and a high level of caution. The first issue to consider is “Does a schedules-only work product contain a conclusion of value, of financial gain/ loss or a conclusion of a financial nature?”

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RESOURCES: DEALSTATS FOR GUIDELINE TRANSACTIONS

Looking for guideline transactions? DealStats (formerly Pratt's Stats) includes over 46,000 transactions gathered over the past 30 years from brokers, intermediaries, PE firms, and M&A professionals.
CBVs and Registered Students receive free access to DealStats when they join its Contributor Network. Submit data on your closed deals and, in return, receive 3 months of free access for every deal submitted. Learn more about joining the DealStats Contributor Network. Submissions must meet inclusion criteria (see FAQ) and are reviewed by BVR personnel.

Reminder, CBV Institute Members and Registered Students already get free access to The DealStats Value Index (a quarterly publication summarizing private company acquisitions from the DealStats database), via our BVR Portal.

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CBV Institute is neither affiliated with, nor endorses, these programs.