Valuation Vistas: Navigating Pre-Money and Post-Money Concepts 2 Credits
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Embark on an enriching two-hour journey as we delve into the crucial realms of pre-money and post-money valuations in this course.Â
this CPE Finance webinar is designed to cultivate a robust comprehension of how pre-money and post-money valuations play a pivotal role in diverse investment scenarios. This strategic exploration aims to enhance participants' analytical prowess and proficiency in making strategic investment decisions. Through a carefully guided approach, participants will navigate the intricacies of calculating and applying these valuations, gaining valuable insights into their significance in the broader investment landscape. Tailored for a discerning audience seeking profound insights into valuation landscapes, participants will gain a thorough understanding of the nuances, calculations, and strategic applications associated with these essential concepts within the dynamic investment ecosystem.
To make the learning experience even more impactful, the course integrates practical examples and case studies. Participants will be encouraged to apply their newly acquired knowledge in realistic and challenging investment contexts. This hands-on, applied learning approach is geared towards fortifying participants' practical expertise and instilling confidence in navigating the complexities of pre-money and post-money valuation concepts with strategic finesse.
Major Topics Covered:
Join us on this insightful journey and empower yourself with the knowledge and skills needed to navigate the intricate world of pre-money and post-money valuations with confidence and strategic insight.
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Pre-requisites
Advance Preparation
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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.
Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.
Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.
Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.
Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.
Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.
Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.
Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
PB
It was a very informative session, I've worked in VC & PE and this was a great fundamental understanding that could be useful for beginners in understanding VC investing principles. Emphasis on pre-money negotiations and considerations were properly covered, this is highly important! Thanks!
DN
Excellent course - the instructor is knowledgeable and the material is helpful to increase understanding of the subject.
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