|
|
| Pre-Sale Planning—Opportunities and Valuation Challenges(161025D_N) |
Course CPE: 1 hour
Field(s) of Study: Taxes–1 hr
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: Self-Study |
Item
Number: 16PEPNOLA1025D
Shipping Weight: 0lbs. 0oz. |
| Price:
$99.00 |
|
|
|
|
Recording Date: October 25, 2016
Presenter: Kyle Vataha
Program Description:
Business owners contemplating the sale of their business should not ignore opportunities for estate and charitable planning arising in this context and, necessarily, prior to the transaction closing. This webinar will provide an overview of these opportunities; and then will go into detail regarding how valuation analysts should approach an independent valuation of minority interests prior to the completion of a contemplated sale.
Overview of pre-sale gifts, related party sales, GRATs, and charitable contributions
Overview of the transaction process, timeline, and key risks/hurdles to successful completion
Why Fair Market Value of a minority interest may differ materially from the potential transaction proceeds
How to support key adjustments to the potential transaction value to arrive at Fair Market Value, including evidence from the public equity markets
After completing this webinar, attendees will be able to:
- Recognize the key estate and charitable planning opportunities available to clients while they are working towards the sale of their business
- Determine situations where the Fair Market Value of a minority interest differs from the potential transaction value
- Determine the key issues surrounding a potential transaction and how they impact Fair Market Value
- Select and prepare a thoughtful, well supported valuation analysis that will withstand future scrutiny
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. |
|
|
