4th of July offer on myCPE Prime, Unlimited courses and credits for just $199. Hurry! (Offer expires on July 04) Click here to start.

Introduction to Business Valuation for a Closely-Held Business

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CPA/CFF
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • ACCA
  • MAFF
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 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. 

Major Topics covered in this online CPE Finance 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 the 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.

Recommended For

  • This online CPE/CE webinar is recommended for CPAs, CVAs, CMAs, and other Accounting and Finance professionals interested in the concept of business valuation for closely-held businesses.
  • This Online CPD/PL webinar is recommended for Canadian CPA, CFA, CIPM, ABV, and other Valuation professionals who desire to increase their knowledge in business valuation for closely-held businesses.

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 2 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 0 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
  • 2 CPE Credit for Master Analyst In Financial Forensics (MAFF)
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Robert Schlegel, FASA, MCBA

Staff or Senior, Houlihan Valuation Advisors

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 Institute of Business Appraisers.  Regionally he has led workshops on corporate finance and building business value for the Small Business Administration, the Indiana Personnel Association, the Institute of Management Accountants, the Valuation Engineers of the Internal Revenue Service, and the Better Business Bureau.  Rob has taught financial statement analysis and valuation-related courses regularly for the Indiana CPA Society, and is an international instructor for the Institute of Business Appraisers and the American Society of Appraisers for accredited valuation classes.  Since 1997 he has provided regular seminars on business valuation and estate issues for ICLEF, the Indiana Continuing Legal Education Forum, at times in conjunction with attorneys from the Internal Revenue Service. 

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 Case Western Reserve University for three years teaching courses in information system design, economics, and organizational behavior.  Previously, Rob directed management advisory services practices for Price Waterhouse in Central Illinois, McGladrey & Pullen in the Indiana-Tennessee region, and Ford, Brinkerhoff & Koehler in Indianapolis.  In 1992 he retired as a Lt. Colonel, USMCR, with specialties in data systems, infantry, and intelligence, and held a “Top Secret” security clearance.  He has been an arbitrator for the Better Business Bureau “Auto Line” program for over 25 years, twice being recognized as “Arbitrator of Year.”

 Rob holds an undergraduate degree in Economics (Occidental), a Master's degree in Labor and Industrial Relations (Michigan State), and completed his Ph.d candidate coursework in Management (ABD/Management Information Systems Decision Systems/Case Western Reserve).  A member of the panel of commercial arbitrators for the Better Business Bureau, Rob also holds membership in the American Society of Appraisers, the Institute of Business Appraisers, and the National Association for Business Economics (where he serves on the National Economic Panel).  He has received professional designations in Business Appraising (Master Certified Business Appraiser/Institute of Business Appraisers, and Accredited Senior Appraiser/American Society of Appraisers) and Appraisal Review and Management (Accredited Senior Appraiser/American Society of Appraisers) plus four technical designations in information systems management. 

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 Institute of Business Appraisers from 2001 through 2008.  He was elected as the International President of the American Society of Appraisers, serving from July 2010 through June, 2011 and elected a Fellow of the Society in August, 2013.  An Elder in the Presbyterian Church, Rob and his family reside in Lawrence, Indiana.

About Company

Houlihan Valuation Advisors

www.houlihan-hva.com/

Since 1986, HVA has been called upon to provide independent valuation expertise in thousands of transactions for clients in virtually every industry. At the foundation of the firm’s varied advisory services is a core understanding of how businesses are valued in the market and the ability to communicate that knowledge in a compelling, well-documented analysis.


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

155 Ratings

Excellent

91

Very Good

45

Average

16

Poor

2

Terrible

1

JG

Joseph Gottesman, CPA/ABV

Dec 25th, 2021

It was good experience. Very relevant

BS

Britte Stein, CPA (US)

Dec 27th, 2021

Good presentation

ND

Nivedita Dewan, ACCA

Dec 25th, 2021

na

TR

Thomas Russe, CPA (US)

Dec 26th, 2021

The instructor wasted so much time that the important part of the webinar was rushed through. Very bad bad time allocation to the important information.

CD

Carla Daniels-hill, CPA (US)

Dec 25th, 2021

The instructor was very knowledgeable about the subject matter. However, he was not engaging and the material was too much for one webinar.

Business Valuation for a Closely-Held Business CPE

$20

2 Credits

Subject Area

Finance

Upcoming Webinars

Corporate Accounting & Auditing Best Practices
  • 4.1
  • (69)

Jul 05, 2022 | 09:00 AM EDT

Ultimate Guide to GAAP with Latest Updates
  • 4.0
  • (93)

Jul 05, 2022 | 09:00 AM EDT

Ethics in Practice
  • 4.6
  • (14)

Jul 05, 2022 | 09:30 AM EDT

Excel Accountant : Intro to Macros In-Depth
  • 4.6
  • (107)

Jul 05, 2022 | 10:00 AM EDT

Evolution of Terrorist Financing Methods
  • 4.3
  • (187)

Jul 05, 2022 | 10:00 AM EDT

2022 Enrolled Agent Ethics
  • 4.6
  • (106)

Jul 05, 2022 | 10:00 AM EDT

Master Capital Allocation
  • 4.6
  • (5)

Jul 05, 2022 | 10:00 AM EDT

QBO Complete Comprehensive Overview - Latest
  • 4.3
  • (68)

Jul 05, 2022 | 11:00 AM EDT

We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.