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| Small Business Valuations for M&A Deals: Is it Bankable or Am I Destroying the Deal? (2181Q) |
Course CPE: 1 hour
Field(s) of Study: Business Management and Organization–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: 25SMA0912SBV
Shipping Weight: 0lbs. 0oz. |
| Price:
$99.00 |
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Recording Date: September 12, 2025
Presenter: Terry Lammers
Program Description:
It is critical to recognize the risks associated with securing a 10-year SBA loan with a low debt service coverage ratio (DSCR). This can severely constrain the business's finances for years, leading to significant cash flow issues and ultimately resulting in failed acquisitions.
This session will present compelling examples and provide essential information to ensure that small business valuations remain realistic and bankable. It is time to change the narrative and approach valuations with a more pragmatic mindset. Many deals fall through because of the overvaluation of small businesses valued under $10 million. Acquisitions of this size often depend on bank financing, and the valuation is frequently unrealistic for banks. As a result, business owners may hold firm on their inflated valuation, preventing the sale from going through.
This session will showcase several examples and provide reliable information to help avoid setting unbankable or unrealistic valuations for small businesses.
After completing this course, you will be able to:
- Determine how to manage and valuate small businesses, making it a bankable deal
- Identify a realistic value for current owners to increase the realistic transfer of the business
- Determine a viable path for owners' estate planning
- Recognize how to value small businesses effectively, transforming them into bankable opportunities
- Determine a realistic value for current owners
- Identify how to illustrate a smooth transfer of the business
- Select a solid strategy for owners' estate planning
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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