November 2015: Volume 21, Number 3

Posted on December 3, 2015  

Next Meeting:   Thursday, Dec. 17, 2015 (Valuation Contest)

Place:                                   Broadway West Office Building, Nokomis Room, Lower Level B-1, 1300 Godward Street NE, Minneapolis, MN 55413

Time:                                   Noon – 1:00 PM

Agenda:                               Short Business meeting by Valuation Contest

Annual Valuation Contest – Dan Mulvaney and Jim Borthwick, M&A Advisors with Sunbelt Business Advisors, will present two recent sales of interest. This is a joint meeting with the ASA.

General Business from Nov. 19 meeting:

  • Secretary/Treasurer Mike Meagher reported that MABVP has just over $20,300 in the bank.
  • MABVP members should have received their annual dues invoices. If you did not receive an invoice, please contact Cathy Hickman.
  • The upcoming meeting schedule was reviewed. A topic/speaker is still needed for the January meeting. In February, Michael Gregory will be discussing the IRS Job Aid. Members with topic ideas or who would like to present should contact Jennifer Schiefert or Cathy Hickman.
  • The 2016 BV Conference will be conducted Friday, April 29 in the Schulze Auditorium, an executive conference space at the University of St. Thomas’s Minneapolis campus.

Meeting presentation notes:

Cassandra Elgersma and Jennifer Schiefert presented key points from the 2015 AICPA Forensic & Valuation Services Conference on November 8-10. The presentation prompted lots of discussion from members.

Upcoming Meeting Schedule:

Thursday, Dec. 17, 2015                 (Valuation Contest with ASA)

Thursday, Jan. 21, 2016                  TBD

Thursday, Feb. 18, 2016                 “How the IRS Addresses Valuing Non-controlling S Corps and What You Need to Do”

Monday, March 14, 2016              (joint meeting with ASA)

Friday, April 29, 2016                       (BV Conference 26) (No chapter meeting)

No meetings May to August 2016

You can reach Jennifer Schiefert at Cathy Hickman can be contacted at