Unlocking the Mysteries of Key Person Value

Course Details

Date

Monday, July 6, 2020

7:00am – 9:00am

Field of Study

Finance

Course Number

CC1989

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CPA Crossings

Prerequisites

Working knowledge of finance

Description

The assessment of key person value has long challenged business appraisers. From identification to quantification, the challenge lies not in assigning a value to relationships, management abilities, experience, or inside knowledge, but to the person holding these intangible assets.

In this session we critically examine what goes into determining a key person's value and how to adjust the final determination of value accordingly. Attendees will learn not only how to identify these key attributes, but also how to quantify their value, what empirical data suggests about their worth, what valuation standards say about key person discounts, and what the courts have said about each of the steps along the way.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

  • How to identify the attributes of a key person
  • How to quantify the value of the attributes
  • How to understand the empirical data related to key person value
  • Apply valuation standards to a key person analysis
  • Review key court decisions regarding key person issues

Objectives

After attending this presentation you will be able to...

  • Determine how to analyze a key person's impact on the value of a business.

Designed For

CPAs, Estate planning attorneys, CEOs, CFOs, Board members

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

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

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