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IFRS Fair Value Measurement |
2 |
- To discover how IFRS 13 simplifies Fair value Measurement
- To identify what parts of FASB’s Topic 820 (formerly SFAS 157) are aligned with IFRS 13
- To explore commonly used valuation techniques
- To recognize common oversights in applying these valuation techniques
- To explore examples of how IFRS 13 affects financial instruments, intangibles, non-financial assets, and liabilities
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IFRS Business Combinations |
2 |
- To analyze concepts and rules for mergers and acquisitions.
- To discuss business combination accounting criteria.
- To identify what information to disclose to enable users of the financial statements to evaluate the.
- To recognize the exceptions to recognition and measurement principles in business combinations.
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Raising Finance for Business & Understanding Valuation |
2 |
- To determine the source to raise money for starting a business.
- To discuss the different sources of finance for different stages in business.
- To discuss the Pros and Cons of different sources of finance.
- To determine the cost of different sources of finance.
- To discuss business valuation concepts.
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Intro to Business Models, Financial Modelling & Valuation |
2 |
- To gather a basic understanding of business models
- To determine what are financial models and how they work
- To discuss concepts of valuing a business
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Financial Modelling for Making Business Decisions and Plans |
2 |
- To evaluate the revenue and cost models.
- To calculate cash burns and the ability to project how much you need
- To create a financial model including profit & loss, cash flow
- To discuss the impact of various decisions and evaluate scenarios
- To discuss the impact of different prices/costs/customer acquisition.
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ASC 820 the Basics of Fair Value Accounting |
2 |
- To recall when entities can elect and are required to use the fair value option
- To discuss the ASC 820 guidance on accounting and reporting for business.
- To identify how to determine the fair value of assets and liabilities under the ASC 820 fair value approach
- To identify appropriate inputs to use when determining the fair value of an asset or liability
- To determine the difference between “best use” and other markets.
- To describe transfers between Levels of inputs
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Topic 805 Update Business Combination Accounting |
2 |
- To discuss the Topic 805 update guidance on accounting and reporting for business combinations.
- To analyze how to estimate the fair value of assets acquired and liabilities assumed.
- To review financial statement disclosures for business combinations which can be extensive, especially for larger transactions.
- To review the closing process.
- To identify presentation and disclosure requirements.
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Firm Valuation and ROE Model |
2 |
- To discuss the concept of interest and the time value of money.
- To define value creation.
- To link value creation to return on equity and how it is affected by management’s operating, investing, and financing decisions.
- To discuss a spreadsheet-based valuation model using ROE inputs.
- To explain computing the inherent value of Best Buy.
- To analyze how this valuation framework should be interpreted and used, which includes conducting sensitivity analysis on the model’s key inputs.
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Business Valuations: An Introduction |
2 |
- To identify the business valuation methodologies and standards.
- To identify the reasons for performing a business valuation.
- To recognize the standards guide in preparing a business valuation.
- To identify the requirements to obtain the Accredited in Business Valuation (ABV) designation from the AICPA.
- To differentiate IRS Revenue Rulings containing guidelines for valuing preferred stock.
- To identify standards of the value set by state statute.
- To differentiate valuation approaches and how they apply.
- To describe types of engagements.
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Business Valuations- Income Approach |
2 |
- To identify the business valuation methodologies under the Income Approach.
- To identify issues to look for in the income approach of determining the value of a business or subsidiary.
- To recognize the reasons for performing a business valuation using the Income approach.
- To review NACVA and AICPA standards.
- To identify standards of the valuation set by state statute.
- To differentiate valuation approaches and how they apply.
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Business Valuations- Cost Approach |
2 |
- To identify the business valuation methodologies and standards
- To identify issues to look for in the cost approach of determining the value of a business or subsidiary
- To recognize the reasons for performing a business valuation using the Cost Approach
- To review NACVA and AICPA standards.
- To identify standards of the valuation set by state statute.
- To differentiate valuation approaches and how they apply.
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Red Flags in a Small Business Valuation |
2 |
- To identify red flags in a small business valuation.
- To recognize standards for preparing a small business valuation.
- To describe how a basic analysis is performed for a small business valuation.
- To recognize common errors in a business valuation.
- To identify risks a valuator should consider.
- To differentiate types of fraud and describe a conclusion of value.
- To identify true statements regarding an asset sale.
- To recognize the number one data break that targets a small business.
- To describe what can be presented in a court of law and used in litigation cases.
- To identify which type of transaction is difficult to do with skimming.
- To recognize common errors small businesses, make concerning depreciation.
- To differentiate correct statements about cybersecurity.
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Business Valuations: Developing Economic Outlooks |
2 |
- To identify the basic requirements for documenting an economic outlook in a business valuation.
- To recognize the aspects of the economic outlook in a business valuation.
- To evaluate where to obtain the data, and how to format, analyze and present the information.
- To define the purpose, standard, and premise of the valuation.
- To minimize the risk of a Daubert challenge.
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Introduction to Business Valuation for a Closely-Held Business |
2 |
- 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.
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Intermediate Business Valuations: Developing The Risk Buildup |
1 |
- To identify and analyze the components involved in the Risk Build-Up approach for business valuations.
- To explain the significance and impact of various risk factors on the enterprise's discount rate in valuation methodologies.
- To analyze the relationship between risk elements and the cost of capital in the valuation process.
- To discuss how to apply professional judgment in determining the relevance and influence of key factors such as management depth, industry stability, and financial structure on valuation.
- To explain the methodology and steps involved in developing a risk buildup for valuation purposes, supported by illustrative examples for clarification.
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Intermediate Business Valuation: What are Intangible Assets and Why Do We Need to Value Them |
1 |
- To identify Intangible Assets.
- To discuss types of Intangible Assets.
- To analyze reasons for valuing Intangible Assets.
- To explain common Valuation Approaches.
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Intermediate Business Valuation: A Review of the WACC |
1 |
- To identify the uses for the Weighted Average Cost of Capital Model.
- To analyze how to calculate the Weighted Average Cost of Capital (WACC).
- To discuss areas where the valuation professional’s professional judgment is needed.
- To explain how to support your professional judgment.
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Intermediate Business Valuation: A Review of The CAPM |
1 |
- To analyze the CAPM model.
- To identify the uses for the Capital Asset Pricing Model.
- To know how to calculate the Capital Asset Pricing Model.
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Topic 820 Update to Improve Fair Value Guidance for Equity Securities |
2 |
- To examine the background and scope of Topic 820.
- To discuss the latest information regarding measuring the fair value of equity.
- To discuss the specific items targeted by each amendment in Topic 820.
- To analyze the applicable new accounting treatment for each amendment.
- To explain the effect of the amendments.
- To inspect the unique disclosure and presentation requirements of Topic 820.
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Business Valuations: Real Estate Valuations |
8 |
- To identify the types of real estate to be valued.
- To identify the types of real estate ownership.
- To determine the various types of ownership for real estate.
- To analyze how easements, ingress, egress, etc. affect a real estate valuation.
- To explain how to value an eminent domain condemnation.
- To discuss how to value agricultural real estate.
- To explain how to value commercial real estate.
- To identify how to value residential real estate (Rental properties).
- To review environmental issues affecting a real estate valuation.
- To analyze water, miner, and air rights issues affecting a real estate valuation.
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Business Valuations: Writing the Report |
2 |
- To identify the basic requirements for documenting an economic outlook in a business valuation.
- To recognize the aspects of the economic outlook in a business valuation.
- To analyze the key components and best practices involved in writing a comprehensive business valuation report.
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The Importance of Certified Business Valuations in Divorce Cases |
1 |
- To explain the importance of certified business valuations in divorce cases and the factors that need to be considered when valuing a business.
- To identify the different methods used to calculate the value of a business, including asset-based, income-based, and market-based approaches.
- To analyze the legal requirements for valuations in divorce cases, including the role of expert witnesses, and the use of valuations in property division settlements.
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Business Combinations — Joint Venture Formations |
2 |
- To discuss the latest information about business combinations and joint venture formation.
- To know the overall guidance for business combinations and joint venture formation.
- To apply presentation rules and exceptions.
- To review the recognition, measurement, and presentation constraints.
- To explain disclosure and presentation requirements.
- To know the unique disclosure and presentation requirements for business combinations and joint venture formation.
- To review liquidity.
- To discuss required note disclosures.
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Integrated Financial Modeling for M&A and Valuations |
1 |
- To analyze to interpret historical financial data and turn it into actionable insights.
- To discuss skills to create accurate future projections that drive strategic planning.
- To explain how to evaluate synergies and mitigate risks in M&A deals.
- To inspect various valuation methods to estimate the worth of target companies.
- To gain insights into using financial models for informed strategic choices.
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Unlocking Valuation Ratios: In-depth Analysis and Application |
1 |
- To discuss the calculations and interpretations of core valuation ratios.
- To analyze how to apply valuation ratios in investment analysis and decision-making.
- To explain the practical implications of valuation ratios.
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Balancing the Books: Navigating the Nuances of Debt and Goodwill Calculation |
2 |
- To analyze the fundamental concepts of debt and goodwill in financial accounting.
- To explain the methodologies and factors involved in precise debt and goodwill calculations.
- To analyze the impact of debt and goodwill calculations on financial statements and business evaluations.
- To discuss how to apply learned principles in practical scenarios to reinforce comprehension and proficiency.
- To inspect the significance of accurate debt and goodwill calculations in optimizing financial decision-making.
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Using AI in a Business Valuation |
2 |
- To recognize ways to use artificial intelligence in a business valuation.
- To identify the limitations of artificial intelligence software.
- To identify the ethical issues involved with using artificial intelligence.
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Valuation in Focus: Unleashing the Power of Football Field Analysis |
2 |
- To explain football field analysis and its role in blended valuation.
- To discuss the methodologies and considerations involved in conducting football field analysis for investment valuation.
- To explore the integration of various valuation methods within football field analysis for a holistic investment perspective.
- To engage in practical applications and case studies to enhance analytical skills and practical proficiency in conducting football field analysis.
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Mastering the Art: Effective Presentation of Valuation Outputs |
2 |
- To discuss the key elements that should be included in a well-structured valuation output presentation.
- To know how to tailor the presentation to meet the needs and expectations of different audiences.
- To develop techniques for presenting complex valuation data in a clear, compelling, and accessible manner.
- To engage in practical exercises to refine presentation skills and receive constructive feedback.
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Valuation Vistas: Navigating Pre-Money and Post-Money Concepts |
2 |
- To explain the fundamental differences and implications of pre-money and post-money valuation concepts.
- To discuss how these valuations are calculated and applied in various investment scenarios.
- To explore strategic considerations in utilizing pre-money and post-money valuations in investment analysis and decision-making.
- To discuss practical examples and case studies to apply learned concepts in realistic investment contexts.
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Valuation Varieties: Dissecting Deal, Other, and Transaction Values |
2 |
- To define and distinguish between Deal Value, Other Value, and Transaction Value.
- To explore the various contexts and scenarios where each valuation type is prominently used.
- To discuss the implications and strategic considerations associated with each valuation type.
- To engage in case studies and practical exercises to solidify understanding and application.
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Multiples Mastery: Selecting and Applying Key Valuation Multiples |
2 |
- To discuss the characteristics and applications of various valuation multiples.
- To analyze how to select appropriate valuation multiples tailored to specific industries, companies, and analytical objectives.
- To explore strategies for effectively applying and interpreting valuation multiples in financial analyses.
- To discuss case studies and practical examples to enhance analytical skills and practical knowledge.
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Foundations of Corporate Value: NOPAT, Working Capital, and Capex Adjustments Unveiled |
2 |
- To explain a comprehensive understanding of NOPAT (Net Operating Profit After Taxes) and its significance in financial analysis.
- To delve into the dynamics of working capital changes and their impact on business valuation.
- To discuss the essential concepts and practices related to Capex (Capital Expenditure) adjustments.
- To engage in practical exercises to apply these foundational concepts in real-world valuation scenarios.
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Navigating Valuation Frontiers: Mastering Enterprise Value Calculations |
2 |
- To explain the fundamental components and concepts essential for calculating Enterprise Value.
- To review the systematic process of deriving Enterprise Value using Equity Value amongst other critical components.
- To explore the significance of Enterprise Value in various financial analyses and decision-making processes.
- To engage in practical exercises and case studies for hands-on application and reinforcement of learning.
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Risk Realms in Valuation: Exploring Diverse Risk Concepts for Informed Analysis |
2 |
- To develop a robust understanding of various risk concepts such as ERP, CRP, SSRP, IRP, DLOM, and DLOC.
- To explore the methodologies and significance of incorporating these risks in valuation processes.
- To enhance analytical acumen in evaluating and applying risk considerations to bolster valuation accuracy.
- To engage in practical scenarios to nurture the application of risk concepts in valuation practices.
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Navigating the Nuances: A Deep Dive into Mid-Period Valuations |
2 |
- To explain the concept and significance of mid-period valuations.
- To explore the methodologies and approaches commonly used in conducting mid-period valuations.
- To identify the challenges and complexities associated with mid-period valuations and learn strategies to address them.
- To engage in practical examples and case studies to apply knowledge and enhance analytical skills in performing mid-period valuations.
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Terminal Value Triumph: Mastering Diverse Approaches to Enduring Valuation |
2 |
- To explain the various approaches to calculating Terminal Value, including the Gordon Growth Model, Exit Multiple Method, and H-Model.
- To discuss the underlying principles, assumptions, and applications of each approach in valuation processes.
- To develop analytical finesse in choosing and applying the most suitable approach based on specific valuation contexts.
- To engage in hands-on exercises and case studies to solidify understanding and application of these Terminal Value approaches.
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Business Valuations - Market Approach |
2 |
- To identify the business valuation methodologies under the Market Approach.
- To analyze issues to look for in the market approach of determining the value of a business or subsidiary.
- To recognize the reasons for performing a business valuation using the Market approach.
- To review NACVA and AICPA standards.
- To identify standards of the valuation set by state statute.
- To differentiate valuation approaches and how they apply.
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