Business Valuation: Fundamentals Concepts, Valuation Methods, Tools & Tips
You have completed only 0% of the video. Please continue watching the video.
Please don’t fast forward or alter the cursor of the video. You must watch entire video to get your CPE credits.

Before starting this self study progarm, please go through the Instructional Document.

Download

Course Details

Overview of Topics

  • Overview of the Provamark3.00 mins
  • CPA & Valuation6.00 mins
  • Why Valuation is required?8.00 mins
  • Different Methods of Valuations11.30 mins
  • Multiples approach15.30 mins
  • Asset Valuation17.00 mins
  • Project Cash Flow Model?21.00 mins
  • Cash Flows24.00 mins
  • How Provamark can help?29.00 mins

Course Description

How much is your business worth? A complicated question—but the answer is important. Whether your company or your client is

  • Having generational transfer,
  • Going for a Bank Loan or
  • Doing Estate Planning or
  • For Tax Purposes or
  • M&A or Any Structuring or
  • Having Shareholder Disputes, Divorce proceedings or Litigation situations
  • Of taking on a new partner or
  • Drafting a buy/sell agreement or
  • Planning retirement or
  • For an ongoing business which intends to get sold/acquired in near to distant future or
  • Even just a going concern

Business is probably one of  most significant assets were most of the wealth of any business owner or partner is locked in, and it’s imperative that you understand its value. This matters most to every business owner. The valuation of a business is more of an art than a science. If you are Accountant or CPA to your client or CFO or Controller for your company, you would be the first point of contact before even going to valuation expert when it comes to this questions of business valuations. This webinar is definitely not going to make you an expert in business valuation, but it definitely gives you some fundamentals tools & tips on business valuations, and that will indeed help you in advising your clients or your company on how to approach business valuation and why it’s important for their business.We will cover the background of the most common business valuation methods including: 

  • Discounted Cash Flows,
  • Market Multiples and
  • Net Assets Method. 

We will cover valuation for your business by using any of these methods or a combination of them. We will cover practical examples of valuation as a unique circumstance and consider a variety of factors including income generation, market conditions and the value of assets before identifying an approach or combination of approaches that is best suited to your business and the purpose of your business valuation. We will also demonstrate how easily and quickly with simple tools you can set this up. This webinar will also highlight for CPAs and Accountant how they add value to their client business by helping them and educating them about valuation of their business and that's you can increase hold on your client by positioning yourself as a trusted advisor.

Learning objectives

  • Some common business valuation approaches that are used.
  • Factors & Consideration in Business valuation including, cash flows, income generation, industry, market conditions etc.
  • How to calculate of valuation bases, cash flows, capitalization Rates.
  • How to calculate Terminal Multiples and Terminal Values for a given business.

About Presenter

Andrake Collins

Chief Executive Officer (CEO),Provamark

andrake@provamark.com

CEO of financial analysis platform Provamark. MBA, Stanford University. 10 Years experience investment banking mergers & acquisition. 10 Years experience acquiring managing small businesses.

Provamark is a business analysis platform for business advisors. CPAs can use Provamark to provide their clients with a range of consulting services, including: financial ratio analysis, financial scoring, financial projections, and preliminary business valustions. If your business client requires any financial analysis or due-diligence services relating to strategic planning, capital raising, estate planning or business sale, you can use Provamark to help them set up and manage the process.

Review Questions

  • Question 1 : 00:17
  • Question 2 : 00:35
  • Question 3 : 00:53
  1. Why Business valuation is required?
  2. What are different Valuation Methods as per Corporate Finance Institute (CFI)?
  3. What are small businesses in terms of valuation?
  1. • How CPAs and business valuation are connected?
  2. How Multiples approach for business valuation works?
  3. What is full form of DCF?
  4. What is the full form of SDE?
  5. What covers under Asset Valuation?

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to   help@my-cpe.com  in case of any self study program queries.

Reviews

4.3
(68)
62%
19%
12%
4%
3%
  • SL
    Scott Lanigan , CPA
    Feb 10th 2020
    Best course yet! He was a Pro!
BB
Barbra Battista , CPA
INFORMATIVE AND INTERESTEING
NB
Nancy Borland , CPA
The quality of the video was not great but the information and product demo were informative
BL
Biyao Li , CPA
a
MV
Magaly Villa
It was very informative.
CD
Cedrick Draper , Bookkeeper
Excellent platform

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

On-Demand Webinars

CARES ACT: NOL CHANGES (UPDATED LATEST)
Friday, July 03, 2020 View Details/Register
UNDERSTANDING & ADOPTING THE NEW REVENUE RECOGNITION STANDARD
Thursday, July 02, 2020 View Details/Register
FRAUD ESSENTIALS: WHO? HOW? WHY? WHAT?
Thursday, July 02, 2020 View Details/Register
PRACTICAL APPROACHES TO PERFORMING EFFICIENT & EFFECTIVE SSARS ENGAGEMENTS (COMPILATION AND REVIEW)
Thursday, July 02, 2020 View Details/Register
ARE YOU INDEPENDENT WHEN YOU NEED TO BE? UNDERSTANDING RECENT CHANGES TO THE AICPA CODE OF PROFESSIONAL CONDUCT
Thursday, July 02, 2020 View Details/Register
TAX UPDATE : FCCA 2020 & SECURE ACT. (COVID-19)
Friday, June 26, 2020 View Details/Register
IRS FORM 1099 REPORTING REQ. INCLUDING UPDATES ON FORM 1099-NEC (LATEST 2020)
Thursday, June 25, 2020 View Details/Register
FEDERAL TAX UPDATE: COMPREHENSIVE INDIVIDUAL TAX (FORM 1040)
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR UTAH CPAS
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR MISSISSIPPI CPAS
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR MINNESOTA CPAS
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR CONNECTICUT CPAS
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR ARIZONA CPAS
Thursday, June 25, 2020 View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Monday, June 22, 2020 View Details/Register
Arizona Specific Ethics (Part 1)
Monday, June 22, 2020 View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Management Services
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date December 12 ,2019
  • Published Date January 07 ,2020
  • Who should attend? Finance Pros Bookkeeper Accountant CFO/Controller CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Entrepreneurial CPA Senior Accountant VP Accounts CEO VP Finance Chief Accounting Officer Entrepreneurial Accountant
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

CARES ACT: NOL CHANGES (UPDATED LATEST)
Friday, July 03, 2020 View Details/Register
UNDERSTANDING & ADOPTING THE NEW REVENUE RECOGNITION STANDARD
Thursday, July 02, 2020 View Details/Register
FRAUD ESSENTIALS: WHO? HOW? WHY? WHAT?
Thursday, July 02, 2020 View Details/Register
PRACTICAL APPROACHES TO PERFORMING EFFICIENT & EFFECTIVE SSARS ENGAGEMENTS (COMPILATION AND REVIEW)
Thursday, July 02, 2020 View Details/Register
ARE YOU INDEPENDENT WHEN YOU NEED TO BE? UNDERSTANDING RECENT CHANGES TO THE AICPA CODE OF PROFESSIONAL CONDUCT
Thursday, July 02, 2020 View Details/Register
TAX UPDATE : FCCA 2020 & SECURE ACT. (COVID-19)
Friday, June 26, 2020 View Details/Register
IRS FORM 1099 REPORTING REQ. INCLUDING UPDATES ON FORM 1099-NEC (LATEST 2020)
Thursday, June 25, 2020 View Details/Register
FEDERAL TAX UPDATE: COMPREHENSIVE INDIVIDUAL TAX (FORM 1040)
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR UTAH CPAS
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR MISSISSIPPI CPAS
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR MINNESOTA CPAS
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR CONNECTICUT CPAS
Thursday, June 25, 2020 View Details/Register
A BASIC ETHICS GUIDEBOOK FOR ARIZONA CPAS
Thursday, June 25, 2020 View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Monday, June 22, 2020 View Details/Register
Arizona Specific Ethics (Part 1)
Monday, June 22, 2020 View Details/Register