Business Valuation: A Review Of The Essentials

Course Details

Date

Friday, November 15, 2019

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study

Finance

Course Number

4191372C

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

General knowledge of business structures, business ownership, business operations and finance.

Description

Gain essential knowledge, skills and training to perform business valuations. Learn how such valuations relate to gift and estate tax planning, succession planning, buy-sell agreements, mergers and acquisitions, and general business planning.

Explore special business valuation applications, including GAAP's fair value, family law and dissolution valuations.

Materials are provided as an ebook for this course.

Highlights

  • Purposes for which a business interest may be valued.
  • Define the interest to be valued: standard, premise and level of value.
  • Approaches to valuing a business and when to use them.
  • Valuation adjustments.
  • GAAP fair value.
  • California valuation issues.
  • Revenue rulings, case law and standards related to business valuation.

Objectives

  • Identify business valuation steps and reasons for their order.
  • Recognize key terms related to business valuation.
  • Determine common errors made in valuing businesses and how to avoid them.
  • Identify trends in business valuation, including how to apply the AICPA's business valuation standards to your practice.

Designed For

CPAs and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$245.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$375.00
Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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