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Introduction to Business Valuation for a Closely-Held Business

  • CPA/ABV
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CIPM
Business Valuation for a Closely-Held Business CPE

2 Credits

FREE

Subject Area

Finance

Webinar Qualifies For

2 CPE credit of Finance for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPD credit (Verifiable) for Canadian CPAs

2 PL credit for Chartered Financial Analyst (CFAs)

2 PL credit for Certificate in Investment Performance Measurement (CFA Institute)

2 CPD credit (Verifiable) for CPA/ABV

2 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

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Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

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Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

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Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

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Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(12)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

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Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

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 one that is 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, there is no quick and easy formula that 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 course will address the fundamentals necessary for an analyst to consider in undertaking Business Services for closely-held firms. 

Major Topics covered in this online CPE webinar:

  • What is a Closely-Held Business?
  • What is a “Main Street” Business?
  • Who is on Main Street?
  • What are the valuation needs of these business owners?
  • What are the hot issues in business valuation?
  • What are the steps in the valuation process?

Learning Objectives

  • To recognize the opportunities for business appraisal for closely-held business owners.
  • To identify the types of typical assignments.
  • To discuss the credentials in the marketplace.
  • To be familiar with appropriate standards, approaches, and methods of analysis.
  • To determine the need for financial analysis, risks in the business, and application of market evidence for closely-held businesses.
  • To be able to comprehend the various types of reports.

Who Should Attend?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • Business Student
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Valuation Analysts
  • CFO/Controller
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Finanical Analyst
  • Outsourced CFO
  • VP Finance
  • Young CPA

Testimonial

4.5

(42)
62%
31%
7%
0%
0%

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!

MH

positive experience. knowledgeable speaker

EE

great

KR

Difficult material.. Terrific presenter!!

ER

informative session

KM

The webinar was easy to register for and there were no technical issues.