Valuation Varieties: Dissecting Deal, Other, and Transaction Values

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Published

March, 2024

Learning Objectives

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.

Course Description

Immerse yourself in the multifaceted world of valuation with a concentrated focus on differentiating between Deal Value, Other Value, and Transaction Value in this dynamic two-hour course.

In this CPE Webinar, you will be guided through a variety of contexts and scenarios, illuminating the practical and strategic relevance of each valuation type. Insightful discussions will foster a deeper understanding of the implications of each value type, enhancing participants’ ability to make informed decisions and apply these concepts effectively in real-world situations.

Enriching the learning experience, the course will incorporate a series of case studies and practical exercises. These hands-on opportunities will empower participants to apply their knowledge, honing their skills, and confidence in distinguishing between and utilizing Deal Value, Other Value, and Transaction Value proficiently in their professional endeavors.

Major Topics Covered:

Importance of valuation in accounting
Types of valuation: Brief introduction to different types
Determining transaction value: Methods and considerations
Contrasting the valuations: Key differences
Strategic implications and financial implications
Focus on ESG & valuation for digital assets & cryptocurrencies

Join this CPE Finance Webinar, where each term will be meticulously unpacked, providing participants with a clear understanding of their unique characteristics, applications, and nuances.

Overview

Importance of valuation in accounting

3 mins
Income approach

15 mins
Key features of deal value

23 mins
Intangible assets, capital structure adjustments, and tax considerations

32 mins
Regulatory and compliance requirements

43 mins
Other value in asset revaluation

55 mins
Key considerations in transaction valuation

70 mins
Scenario analysis: Hypothetical situations to apply knowledge

88 mins
Comprehensive valuation strategy

104 mins

Webinar Qualifies For

2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Finance for CPA in Canada
2 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
2 CPE Credit of Finance for Chartered Global Management Accountants (CGMA)
2 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit of Financial Risk Management for Certified Treasury Professional (CTP)
2 CPE Credit of Information Gathering and Preserving for Master Analyst In Financial Forensics (MAFF)
2 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit of Valuation and Risk Models for Financial Risk Manager (FRM)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Gregory Holzel

Owner, GT Financials PLLC

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting. He resides at 15 Red Maple Drive in Etters, PA 17319 and can be contacted at gregory.holzel@outlook.com or 717-608-0368.

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.

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.