Optimize Enterprise Value Using Wall Street Analyst Strategies

Course Details


Monday, February 3, 2020

8:00am – 10:00am
(Registration: 7:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Knowledge of basic accounting and Time Value of Money (TVM). Competency using a computer spreadsheet program and/or a financial calculator.


Learn valuation techniques for private and public entities of all sizes and types of industries from the perspective of a Wall Street analyst.  Gain valuation skills to assist your clients.


  • Business Performance Improvement strategies
  • Management styles
  • Capital Structure
  • Financial Stakeholder communications.


  • Determine the concept and framework for valuation,
  • Recognize how Wall Street evaluates a business model in terms of sales & profits by product group and end-user markets,
  • Identify the relationship between valuation and stock market as well as how to determine the proper standard of value, when other aspects than market value are used,
  • Calculate optimal enterprise value in relation to capital mix,
  • Determine how to communicate performance measurement and management outlook to financial stakeholders.

Designed For

Accounting and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

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

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