Business Valuation Fundamentals for CPAs

The competitive nature of today’s business climate, combined with the expanding needs of business enterprise, place upon the CPA unnerving challenges to provide the best tax, accounting and advisory services possible—a daunting task to say the least. Today’s CPA must wear multiple hats, and even if one’s focus is purely tax, accounting or both, business owners expect their CPA to counsel them on how to improve performance by shaving costs, increasing revenues and growing company value. Nowadays, it is common knowledge that the most substantial asset in a business owner’s portfolio is likely the business itself. And it stands to reason that growing its value translates into a more comfortable retirement. Thus, every CPA should have basic training in the fundamentals of valuing business enterprises. Even if you don’t intend to specialize in this area, this training is crucial to being a solid and valued business advisor. NACVA’s “Business Valuation Fundamentals for the CPA” is designed to teach attendees how to value a business enterprise from the beginning through to the end of the process. Particular emphasis is given to the cornerstones of the analysis process which are analogous to the drivers of company value. With this training, attendees will know right where to look when advising clients on how to go about improving profit margins and growing company value. In addition, attendees will acquire a new service that, when opportunity knocks, they can feel comfortable providing, but they will also gain the necessary insight to know when a valuation may be too complex, warranting the skills of a more experienced practitioner. This course is based on NACVA’s most popular course used in our certification program, entitled “Business Valuations: Fundamentals, Techniques and Theory,” which has been taught to over 17,000 CPAs and valuation professionals worldwide.