Introduction to Business Valuation for a Closely-Held Business 2 Credits
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Of 23 million small businesses in the US, most are sole proprietorships. About 6 million with less than 50 employees.
“Main Street” businesses, generally with revenues of less than $2 Million.
Business types include a wide variety of manufacturing, distribution, and service business
“How much is this business interest worth?”
This question is not easily answered.
The answer depends on:
1) Economic factors (these can be local, regional, national, and international)
2) The premise and standard of the value selected
3) Appropriate valuation method applied
4) Interest being valued
Historically, the valuation of a closely held company was more of an art than a science; there was
some guidance provided by the IRS and minimal reporting standards.
For closely-held businesses, where the company stock or ownership interest is not traded on an open, public exchange, no quick and easy formula allows us to determine the value of the business interest. Just as each business is unique, the valuation process for each business will be unique also. There is a general process, however, that we can rely on to ensure completeness in our approach. This CPE course describes the steps that you as a client or an advisor should expect to see when engaging a valuation analyst to complete the valuation of a closely-held business.
This online CPE/CPD course will address the fundamentals necessary for an analyst to consider in undertaking Business Services for closely-held firms.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Corporate Finance for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Valuations for Accredited in Business Valuation (ABV) | 2 CPD | Eligible |
| Valuations for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Valuation approaches for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 2 CPD | Eligible |
| Master Analyst In Financial Forensics (MAFF) | 2 CPE | Eligible |
| Certified Treasury Professional (CTP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Valuation approaches 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 |
| Corporate Finance for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Valuations for Accredited in Business Valuation (ABV) | 2 CPD | Eligible |
| Valuations for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Healthcare Valuation for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Asset valuation for Certified Financial Forensics (CFF) | 2 CPD | Eligible |
| Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) | 2 CPE | Eligible |
| Certified Treasury Professional (CTP) | 2 CE | Eligible |
| Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
Robert is a Principal with Houlihan Valuation Advisors, a national firm of valuation and capital consultants. Rob's professional background includes extensive work in business appraisal, marital and partnership dissolutions, estate planning, market studies, statistical analysis, and forensic accounting. He has testified as an expert in Federal and Indiana courts and has directed numerous studies of business value, economic damages and lost profits, and intellectual property matters for clients in a wide variety of companies. He authored the course “Valuing Intangibles” for the Institute of Business Appraisers, and contributed the chapter on Intangible Asset Appraisal Understanding Business Valuation, 3rd edition, is a co-author in the forthcoming valuing a Business, 6th edition, concerning real estate centered entities. Rob regularly teaches valuation methods and report writing techniques to appraisal, legal and accounting organizations, and is a Licensed or Certified Appraisal Instructor by the Real Estate Appraisal Boards in Indiana, Utah and Virginia.
A
frequent author and trainer, his most recent publications include articles in Business
Valuation Update, the Matrimonial Strategist (where he serves on the
Board of Editors), The Earnings Analyst, Indiana Lawyer, the Handbook
of Business Valuation, Fair$hare, The Personal Property Journal,
and as co-author of the book on Valuing Software Companies published by
Business Valuation Resources in October, 2005.
During the past twenty years Rob has addressed many international
conventions, including the Association for Systems Management, and the
Rob's
business career includes technical systems work for Burroughs Corporation in
the 1960's and the U.S. Marine Corps in the early to mid-1970's. He served on the faculty of the Weatherhead
School of Management at
Rob
holds an undergraduate degree in Economics (Occidental), a Master's degree in
Labor and Industrial Relations (
From
1998 through 2000 Rob served as President of the Indiana Chapter of the
American Society of Appraisers, and was the Society's State Director during
2000 and 2001. He served as a Governor
for the
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.
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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.
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What is a Live Webinar Group Internet-Based Credit?
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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.
AK
This was an outstanding webinar from an outstanding speaker. The speaker was also fortunately willing to answer our questions, but the webinar was closed abruptly - that was a shame!
NB
Great speaker, easy to understand and good insight.
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