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Course Details - Go to Course Contents

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Title :

How To Consult On Valuations Without Being An Expert In Valuations (Video)

Author :

Troy Patton, CPA/ABV

Status :

Production

CPE Credits :

2.0

IRS Credits :

0

Price :

$0.00

Passing Score :

70%

Primary Subject-Field Of Study :

Business Management & Organization - Management

Description :

This video course will walk you through the steps necessary to consult on business valuations without being an expert in business valuations.

This course is mainly for small to medium CPA firms but can also be helpful to individual CPAs not in private practice to understand business valuations and how it is being used today. Whether you are involved in valuations or not the course will help you understand valuations from the perspective of doing the valuations for multiple reasons including bankruptcy, divorce, litigation, dissolution, and more.

Usage Rank :

0

Release :

2011

Version :

1.0

Prerequisites :

None.

Experience Level :

Overview

Additional Contents :

Complete, no additional material needed.

Advance Preparation :

None.

Delivery Method :

Self-Study.

Intended Participants :

Anyone needing Continuing Professional Education (CPE).

Approved Audience :

 - NASBA Registry -  - 

Revision Date :

11/10/2011

NASBA Course Declaration :

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Comments :

CPE, CPA, continuing professional education, continuing education, business valuation, valuation, accounting, accountants

Learning Objectives :

Upon completion of this course, the student will be able to:

  • Define the 9 main reasons for valuating a business.
  • List the data necessary to compile the valuation.
  • List and define the steps necessary in performing the valuation.
  • Understand the components of the valuation report and where the valuation number came from.
   

Course Contents - Go to Details

1.  Introduction
2.  General overview
3.  Reasons for Valuations
4.  What’s in a Valuation
5.  The Engagement Letter
6.  Information Request
7.  Preliminary Review / Management Interview
8.  Review of actual Valuation Report
9.  Normalization of Financial Statements
10. Capitalization / Discount Rates
11. Calculations
12. Value Adjustments
13. Sanity Checks
 

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