Understanding Business Valuations for CPAs/Financial Advisors
Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)
Business Valuation Training Even if You Do Not Intend to Earn a Valuation Credential
Given that business valuations have become a mainstream service in the CPA and business advisory industries, it is incumbent on all financial professionals to have a basic understanding. This webinar series is designed to do that so you can consult and advise with confidence and an air of authority.
The competitive nature of today's business climate place upon the business advisor daunting challenges to provide the best tax, accounting, and advisory services possible—a challenging task to say the least. They must wear multiple hats, and even if one's focus is purely tax, accounting, or both, business owners expect counsel on how to improve performance by shaving costs, increasing revenues, and growing company value, and business value underlies everything that advisory services are about.
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 rewarding career for everyone and ultimately a more comfortable retirement for the owners of the business. Every business advisor should have basic training in the fundamentals of valuing business enterprises. Even if you do not intend to specialize in this area, this training is crucial to being a solid and valued business advisor.
This webinar series does not replace any of the requirements for achieving the Certified Valuation Analyst® (CVA®) credential. It will, however, enhance preparation for any valuation credential.
How You Will Benefit
After completing this course, attendees will be able to:
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Outline the fundamental steps to valuing a business, from beginning to end
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List the cornerstones of the business analysis process or the drivers of company value
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Identify and utilize key resources in order to improve profit margins and grow company value
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Articulate how business valuation can be a valuable consulting service for clients
What You Will Cover
Part 1: Introduction to Business Valuation and Understanding the Engagement
Part 2: Financial Statement Analysis—Getting the Story Behind the Numbers
Part 3: Valuation Approaches—The Nuts and Bolts: The Income Approach
Part 4: The Completed Transaction and Guideline Public Comparable Methods
Part 5: Valuation Discounts and Premiums—The Plusses and Minuses of Value
Introduction to Business Valuation
The Introduction to Business Valuation webinar will bring you through a high-level overview of valuation, including the purposes of business valuation, the professional and regulatory bodies overseeing valuation, basic valuation concepts, an overview of the valuation process, and other considerations in performing valuations.
How You Will Benefit
After completing this course, attendees will be able to:
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Summarize the reasons for conducting business valuations, including a look at the professional and regulatory bodies overseeing valuations
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Identify the basic concepts of business valuation, as well as the process involved in performing valuations
Who Should Attend Introduction to Business Valuation
This course is ideal for the professional just exploring the valuation realm, or for the users of valuation reports, to understand the basic steps and theory involved in valuations.
Who Should Attend Understanding Business Valuations for CPAs/Financial Advisors
The ideal candidates for this course are CPAs, PAs, CFOs, business consultants, attorneys, and bankers. Advisors to businesses who have a background in accounting and finance will also benefit greatly.
To register, select the date you would like to attend and click the "Register Online" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
One-Day Live Online Introduction to Business Valuation Webinar Schedule
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Dates |
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Time |
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June 11, 2019 |
Tuesday,
1:00–2:00 p.m. ET
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CPE: 1 Hr |
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July 11, 2019 |
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October 10, 2019 |
Thursday,
1:00–2:00 p.m. ET
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January 15, 2020 |
Wednesday,
1:00–2:00 p.m. ET |
Call Member/Client Services at (800) 677-2009 for Registration |
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April 29, 2020 |
Wednesday,
1:00–2:00 p.m. ET |
Call Member/Client Services at (800) 677-2009 for Registration |
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Pricing |
Non-Member |
Member |
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Five-Day Webinar (10 Hrs CPE) |
$720 |
$648 |
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CPE Hours—Five-Day Live Online Webinar
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Delivery Method |
Group Internet-Based |
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Program Level |
Overview |
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Advanced Preparation |
None |
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Prerequisites |
None |
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Accounting |
10 |
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Total CPE Hours |
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10 |
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CPE Hours—One-Day Live Online Introduction Webinar
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Delivery Method |
Group Internet-Based |
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Program Level |
Overview |
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Advanced Preparation |
None |
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Prerequisites |
None |
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Accounting |
1 |
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Total CPE Hours |
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1 |
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For more information regarding CPE, Program Levels, and Fields of Study please click here.
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Understanding Business Valuations—Certificate of Educational Achievement |
A Certificate of Educational Achievement (CEA) in Understanding Business Valuations will be awarded to course attendees who successfully complete and pass a short quiz administered at the conclusion of each day.
While the CEA is a valuable recognition of educational achievement that can enhance your professional development, there is no professional or other credential associated with the certificate, and certificate holders may not claim to be certified, licensed, accredited, or registered to engage in a specific occupation or profession.
It makes no claims as to your proficiency in conducting any specific task or job related to the training. Continuing Professional Education (CPE) credit is only earned through attendance at the course and complying with daily attendance verification. Additional CPE is not awarded for obtaining the CEA. The daily quizzes are based on the educational content and learning objectives of the course. |
Early Registration Discounts and Deadlines