BV CHALLENGE 2024 – LIVESTREAM INFO!

The BV Challenge 2024 kicks off today, with 21 teams from leading business schools across Canada competing in an intense business valuation case competition.

Join us tomorrow for the finale, livestreamed from 10:00 AM to 7:45 PM  ET on LinkedIn and YouTube.

NOMINATIONS OPEN FOR HALL OF HONOURS

FCBV Designation

Granting of the Fellow designation is the highest honour awarded by CBV Institute. The FCBV recognizes Members who have demonstrated the following achievements:

• Provided distinguished service to the business valuation profession; and
• Significantly elevated recognition of the business valuation profession.

Access the nomination form...

Nomination deadline: December 1, 2024 

Life Member Designation

The Life Member designation is granted to Members who have attained eminence in the business valuation profession and have retired from active practice. 

Access the nomination form...

Nomination deadline: December 1, 2024

FMI FOUNDATIONS: ESSENTIAL LEARNING TOOL

Starting in 2025, CBV Institute Registered Students will benefit from the inclusion of the Financial Modeling Institute’s (FMI) Foundations in Financial Modeling program in the CBV designation curriculum. Additionally, CBVs can enrol in this program at the discounted price of USD$150.

This addition underscores our commitment to equipping future CBVs with essential financial modeling skills that are increasingly vital in today’s financial landscape. Through our partnership with FMI, students will gain the practical modeling expertise needed to thrive in business valuation.

To learn more, access FMI's handbook here.

Further, CBVs and Registered Students can obtain the Advanced Financial Modeling accreditation at the special price of USD$495.

More information...

SOCIAL MEDIA GUIDE FOR VALUATION PROFESSIONALS

We are pleased to announce the release of CBV Institute's Social Media Marketing Guide for Valuation Professionals, designed specifically to help valuation experts build their brand and grow their practice through effective social media strategies.

In this guide, you’ll find:

• Tips to establish a professional online presence
• Best practices for engaging with clients and industry peers
• Platform-specific strategies tailored to valuation professionals

This resource will support you in leveraging your social media accounts to enhance visibility, build trust, and connect meaningfully with your audience(s).

Learn More…

OSC OPENS NEW INVESTMENT PATHS FOR CBVs

In May, the Ontario Securities Commission (OSC) announced a set of initiatives it is testing to support early-stage capital raising for Ontario businesses. The initiatives include a pilot, the Self-Certified Investor Prospectus Exemption, that permits Ontario investors with qualifying education or work experience to invest in private Ontario businesses, subject to certain conditions. CBV designation holders are eligible to participate in this initiative and can invest up to $30,000 in aggregate during the calendar year, even if they do not meet the financial thresholds to qualify as “accredited investors”.

To make use of this prospectus exemption, investors must certify that they meet at least one qualifying criteria and complete a risk acknowledgment form confirming they understand the risks of investing. You may wish to connect with your firm’s/dealer’s compliance department to ensure you understand any restrictions or limitations that may exist at the firm/dealer level prior to proceeding with any investments under this prospectus exemption.

You can learn more about the OSC initiatives here OSC TestLab: Early-stage Capital and Resources for Investors. 

You can also share ideas or feedback with the OSC on capital raising for startups and small to medium-sized businesses in Ontario here.