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Exit Strategies: Analyzing Key Investment Return Metrics 2 Credits

Jan 09, 2025, 03:00 PM ET

Exit Strategies: Analyzing Key Investment Return Metrics 2 Credits

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Jan 09, 2025, 03:00 PM ET

Learning Objective

  • To explain the significance of exit analysis and key return metrics in evaluating investment performance.
  • To know the methodologies for calculating vital return metrics such as Internal Rate of Return (IRR) and Multiple on Invested Capital (MOIC).
  • To know how to conduct a thorough exit analysis, exploring various exit scenarios and their implications.
  • To explore practical exercises and case studies to enhance analytical skills and practical understanding of exit strategies.

Course Overview

Elevate your investment analysis acumen in this insightful course focusing on exit strategies and the calculation of pivotal return metrics such as the Internal Rate of Return (IRR) and Multiple on Invested Capital (MOIC). 

In this CPE Finance Webinar, we will master the nuanced methodologies required to accurately calculate vital return metrics, cultivating a robust understanding of their practical application and interpretative value. A thorough exploration of exit analysis will be undertaken through various exit scenarios and strategies, each with its distinct considerations and implications. Participants will unravel the significance of these analytical dimensions, appreciating their role in sculpting a clear evaluation of investment performance and potential.

Designed as a crucible of practical mastery, the course engages participants in exercises and case studies mirroring real-world investment landscapes. This hands-on approach aims to sharpen participants' analytical skills, empowering them to conduct precise exit analyses and calculate return metrics with strategic insight—essential skills for driving investment success. 

Major Topics Covered:

  • Overview of the investment lifecycle and focusing on the exit phase
  • Fundamentals of Exit Strategies
  • Factors influencing exit decisions 
  • Analyzing Key Return Metrics
  • Common mistakes in metric analysis and the role of technology
  • Best practices in exit strategy analysis

Join this CPE Course and don't miss the opportunity to elevate your investment analysis acumen and make informed, strategic decisions in the dynamic world of finance.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 2 CPD Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 2 CPD Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 2 CPD Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 2 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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.

About Instructor

Gregory Holzel
Gregory Holzel

Owner, GT Financials PLLC

  • 4.6
  • rating
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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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

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JQ

Joseph Quinn, CPA/ABV
5

Nice speaking voice and pace to his presentation. Also, comments made were very helpful and indicated expertise in his this field.

RL

Ronald Lege, CPA (US)
5

informative, concise, covered several financial tools adequately without too much detail on process, which was good.

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    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

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    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

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    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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