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| Better Financial Statement Benchmarking with RMA Valuation Edition(2071Q) |
Course CPE: 1 hour
Field(s) of Study: Computer Software and Applications–1 hr
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 24DB1017BFS
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: October 17, 2024
Presenter: Dave Miles
Program Description:
Unlock the full potential of financial benchmarking with the latest edition of RMA’s Annual Statement Studies – Valuation Edition. This course equips CPAs, valuation professionals, and litigation experts with the practical skills needed to apply peer benchmarking data effectively and defensibly. Through real-world insights and expert instruction, you'll learn to compare financial performance with precision, spot key variances, and support your valuations with industry-trusted data.
With the release of the 2024–2025 RMA dataset, now is the perfect time to elevate your benchmarking methodology. Gain an insider’s view on how RMA data is compiled, segmented, and applied in business valuation and forensic accounting. Learn how to interpret financial ratios, use percentile data effectively, and avoid common missteps that can undermine your analysis. Whether you're crafting valuation reports, advising clients, or preparing for litigation, this course gives you the tools to benchmark smarter—and defend your conclusions with confidence.
What You’ll Learn:
The structure and credibility of RMA’s peer-group financial data
How to align benchmarking with the subject company's industry, size, and stage
When and how to use percentiles and common-size statements
How to apply benchmarking to litigation support and valuation engagements
Why triangulation with other data sources strengthens your analysis
How to integrate benchmarks into dynamic templates for faster, error-free reporting
Key Benefits:
Enhance the credibility of your expert opinions
Gain efficiency and consistency in valuation reports
Avoid common pitfalls in peer-group selection
Leverage benchmarking for internal diagnostics, advisory, and M&A work
After completing this course, you will be able to:
- Identify credible sources and structures within RMA’s Annual Statement Studies – Valuation Edition
- Recognize when and how to apply percentile-based financial benchmarks in business valuation
- Select appropriate peer groups based on industry, size, and company characteristics
- Determine when deviations from industry benchmarks signal risk versus strategic distinction
- Differentiate between reliable and misaligned benchmarking practices across industry segments
- Identify financial ratios that are most relevant for liquidity, leverage, and efficiency analysis
- Recognize the importance of triangulating RMA data with alternative benchmark sources
- Determine the best practices for integrating benchmarking workflows into valuation and litigation support
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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