CVA Candidates Coaches Application

Your Role
Becoming a CVA Candidate Coach for NACVA is one of the most important roles anyone can play in this organization. Designating newly minted CVAs is critical to the ongoing vitality and growth of the Association, and helps to build recognition of the credential within the industry itself and within the legal and business communities. The more CVAs in the marketplace, the more valuable your CVA becomes. The nicest compliment we hear is, “You are a CVA! I have heard good things about you.” More important than recognition is the quality and caliber of the CVAs we mint. This is where your role as a Coach can really pay off. Ideally, the relationship you should strive to achieve with each CVA Candidate is one where the newly designated CVA feels he/she can continue to call you as they pursue their career, and one where you have enough confidence in the new CVA to write a few good words of confidence to pass along to their employer/associates or put into a letter of recommendation, if requested.

Big Picture
NACVA typically has 250–350 CVA Candidates a year. Those tasked with completing a business valuation (BV) report using our sample Case Study (Dunn Well, Inc.) will be assigned a Coach. Candidates with prior BV experience who submit actual valuation reports prepared for a client, do not need or require a Coach; though if they ask, one will be assigned. Given that most of your coaching will center around Dunn Well, Inc., your first requirement as a CVA Coach is to be thoroughly familiar with the case (we will provide you a few samples of stellar reports written by our Candidates).

Coaches will be assigned 15–40 Candidates a year. To streamline this, we anticipate having one to two Coaches assigned to Candidates completing a particular Business Valuation Certification and Training Center (BVTC) where we might graduate 15–30 Candidates in one sitting. Thus, you would be responsible for coaching as many as 15 Candidates at once. Depending on your availability, it might be once, twice, or three times in a year where you would be assigned a group of this size. This approach simplifies introductions by having one video call with your entire group where introductions could be made. Furthermore, it helps us in tracking Candidates assigned to you versus piecemealing Candidates to you throughout the year. Plus, it assures consistency between all the moving parts, i.e., the Candidates all received the same instruction in our BVTC, and the Candidates will all receive the same level/caliber of coaching support. Note: Candidates going through our self-study program will be inserted into groups graduating from a BVTC to obtain a Coach assignment.

It is expected that if you have not heard from a Candidate in any week once the 60-day clock has started (and any extension periods) on their completing the Case Study, you will reach out and connect with them. This is a critical part of your job, especially in the first few weeks. We find that many Candidates, once they finish the BVTC and have taken the multiple-choice proctored CVA exam, go back to work and forget about the Case Study. Almost 50% of our Candidates never complete the Case Study. We surmise they never got started. Your first responsibility is to make sure they get started. Once started, you coach them through the process and the drafting of their report.

Required Qualifications
To be a NACVA CVA Candidate Coach, you must hold the CVA credential and have 10+ years’ experience in business valuations. It is preferred you be involved in NACVA’s educational programs as an instructor or presenter, and/or be a Case Study grader on our CVA Exam and Grading Team. Most importantly, you are offering your services because you care deeply about our profession and the quality and caliber of individuals entering into it, and you want to make a difference.

In general, the above are important characteristics NACVA looks for in searching for members to support the Association. We have learned that care and passion for the profession delivers the best and highest level of support.

Compensation
Coaches have a tiered compensation structure, plus a benefits package*. This includes a base fee for each Candidate assigned plus a bonus that rewards you when a Candidate you are coaching completes the Case Study (or submits an actual valuation report) and obtains a passing grade. Each calendar year, the Coach who has the highest percentage of his/her Candidates obtain the CVA, the winning Coach will receive a bonus doubling the bonuses paid that year. If there is a tie, each of the tieing Coaches will receive the bonus. The fee structure is as follows:

	$ Paid +	NACVA Credit Voucher	= Total
Base fee for each Candidate	$50.00	$50.00	$100.00
Bonus for each Candidate completing the Case Study with a passing score	$75.00	$75.00	$150.00
Double bonus amount paid to Coach with the highest passing percentage	$75.00	$75.00	$150.00

*The benefits package provided to Coaches includes the NACVA Credit Vouchers indicated above, which are paid in addition to the cash compensation indicated, plus, you will receive the following:

Benefits to Coaches are listed below and apply during the time you actually serve as a Coach. Unused benefits cannot be carried over from year to year. Your year starts when we notify you in writing that you have been accepted to the Coaches Program.

Free Membership Dues each year during the term. Coach will be billed the full amount of membership dues during each year, which must be paid in full. This benefit will come in the form of a refund paid in the first quarter following the end of each year of your term.
20% additional discount off the already 10% discounted member prices† for products, services, and training, but only where the 10% member discount applies (unless otherwise indicated); no other discounts apply.
No discount is available for individual databases, unless one is a subscriber to KeyValueData (KVD) (see below).
Free Silver level or a $300 off an upgraded level of a KVD subscription.
Free Registration for up to a combined total of two (2) days (or 16 hours) per year during your term of Continuing Professional Education (CPE) at any Consultants’ Training Institute live or online event. Coach must register for event prior to attending. There will be a $100 administration fee for each day NACVA/CTI comps for Coach at a live face-to-face event. This benefit does not apply to the NACVA/CTI’s Business Valuation and Financial Litigation Super Conferences, held each year, and cannot be assigned to another person.
If Coach purchases any of the Ultimate packages, i.e., Triple Play, Titanium, Software, or Training and Membership Subscription, he or she receives a 10% discount off the regular monthly payment. The discount is reduced to 5% off the Ultimate package where the 12 monthly payments are paid in advance because advance pay pricing is already discounted 10%. The Ultimate benefits described here supersede the dues and training benefits noted above. No other Ultimate promotional discounts apply.

^† If the receiver of benefits, herein, is not a member of NACVA, he or she does not receive the 10% NACVA member discount. In other words, special discounts per these benefits apply to non-member pricing.

If you are interested in participating as a Coach in NACVA’s elite CVA Candidate Coaches Program, and you meet and agree to the criteria outlined above, please complete the information requested below and upload a current curriculum vitae (CV).

Question Title

* Applicant's Information:

Name:

Designations:

Firm Name:

Address:

City:

State:

ZIP:

E-mail Address:

Phone Number:

Foundational Questions

Question Title

* Are you currently or recently involved with NACVA (or the Consultant’s Training Institute) as a presenter and/or instructor?

Yes

If yes to the above, what programs and topics have you presented/taught (please describe)? And when approximately was the last time you presented/taught (month/year)?

Question Title

* Are you currently, or have you been, a member of NACVA’s CVA Exam and Grading Team?

Yes

If yes to the above, when approximately was the last time you graded a Candidate’s valuation report based on NACVA’s sample Case Study (month/year)?

Question Title

* If yes to the above, which sample Case Study was the valuation report you graded based upon (check all that apply)?

Dunn-Well, Inc.

Redmond Pro Printing

Peachtree Plumbing

Professional Status/Conduct
All members must attest to adhering to the Professional Status/Conduct questions.

Question Title

* If you are a CPA, do you hold a current CPA License?

Yes

N/A–I am not a CPA

If No, please explain:

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* Have you ever been convicted of any felony or any crime carrying a punishment of time in prison, whether or not time was served?

Yes

If Yes, please explain:

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* Have you ever been convicted of a misdemeanor involving moral turpitude (lying, cheating, stealing, or other dishonest conduct) or any equivalent crime in any court of law?

Yes

If Yes, please explain:

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* Have you ever had any professional/business license, professional certification, or professional membership revoked, refused, or suspended (other than for non-payment of dues)?

Yes

If Yes, please explain:

Question Title

* Upload your current Curriculum Vitae (CV)

PDF, DOC, DOCX, PNG, JPG, JPEG, GIF file types only.

Choose File

Attestation
It is important to NACVA to obtain your confirmation that you have read the information provided in this application and the descriptive information about how the CVA Candidates Coaches are intended to function, and that you understand your role and responsibility. Furthermore, that you will perform your duties to the best of your abilities. To indicate your acknowledgement and agreement to the above, please sign and date below.

Question Title

* Signature (Enter your full name and date to provide your electronic signature attestation):

Full Name:

Date:

Please click the button to submit the first part of your application and then complete the CVA Candidate Coach Profile survey on the next page.