|
|
| Comparable Market Data Source Tips & Tricks(2073Q) |
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: 24DB0919CMD
Shipping Weight: 0lbs. 0oz. |
| Price:
$99.00 |
|
|
|
|
Recording Date: September 19, 2024
Presenter: Dave Miles
Program Description:
Whether you’re an experienced valuation professional or just beginning to work with market-based methods, this dynamic and information-rich course will elevate your skills and sharpen your judgment. Comparable Market Data Source Tips & Tricks dives deep into how to properly use, interpret, and defend transactional data sources within the market approach to business valuation.
Led by valuation expert Dave Miles, this course unpacks the complexities of the most widely used databases—ValueSource Market Comps, M&A Comps, Bizcomps, DealStats, and public company data sources. You’ll not only learn the mechanics of how to access and analyze these databases, but also the critical thinking and professional judgment needed to apply them appropriately in real-world scenarios.
What sets this course apart is its focus on practical, defendable valuation analysis. Instead of relying solely on formulas or macros, you’ll learn how to think critically about multipliers, adjust for scale and geography, and avoid common pitfalls—such as unintentionally including real estate in comps or failing to separate stock vs. asset transactions. You'll also gain insight into how public data sources like Tagnifi can supplement your analysis and improve report defensibility.
You'll explore best practices for regression analysis, methods for verifying the credibility of comps, and strategies for handling incomplete records. The course also explains how to differentiate between transaction types, determine relevancy based on industry and company size, and leverage tools like Excel analyzers for more efficient modeling.
This session is especially valuable for valuation analysts, forensic accountants, CPAs, and litigation support professionals who must present accurate, supportable valuations using market-derived data. Whether preparing for IRS scrutiny, litigation, or transaction advisory, this course provides you with techniques you can use immediately.
Don’t settle for surface-level analysis. This course gives you the tools, context, and confidence to navigate comparable market data sources like a pro. Enroll now and enhance your ability to produce valuations that withstand scrutiny and deliver meaningful insights.
After completing this course, you will be able to:
- Identify the key differences between stock and asset transactions and understand their impact on valuation.
- Recognize the signs of unreliable or incomplete transaction data and how to manage them effectively.
- Select the appropriate database(s) based on client size, industry, and scope of engagement.
- Differentiate between real estate-inclusive and operating asset-only transactions to avoid valuation distortion.
- Determine when public company data is applicable for small business valuations and when it is not.
- Identify which multipliers are most appropriate for size adjustments and how to use regression tools responsibly.
- Recognize the limits of automated tools and macros and understand when professional judgment must take precedence.
- Select strategies to establish marketability when limited transaction data is available.
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. |
|
|
