Business Valuation Fundamentals
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- 21
- Categories:
- ACPEN Industry Institute | Professional Development
- Faculty:
- James R Laird, CPA/ABV, CVA
- Course Levels:
- Basic
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
In this course we will look at the highlights of what valuation is doing, how to go about it and what to look for in business valuation reports. Areas such as types of reports, the standards by which they are prepared and process that is used to go from data to report. We will also discuss the purposes of reports and how that purpose may impact the value. Finally, we discuss how to determine the value of minority interests.
Basic Course Information
Learning Objectives- We will be presenting the basic ideas of how business valuations are put together.
- The Purpose of the Appraisal
- The Process of the Valuation
- The Meaning of the Results
- The Writing of the Report
Major Subjects
- Business Valuation Fundamentals
- The Objective - What type of report is needed?
- The Process
- Agreed Upon Procedures
- Calculation of Value
- Conclusion of Value
- Industry
- Sanity Checks – Would you pay or accept the value if it were your company?
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Business Valuation Fundamentals Handout (1.5 MB) | Available after Purchase | ||
| Sample CCF - Enterprise (17.7 KB) | Available after Purchase | ||
| Sample CCF - Equity (18.5 KB) | Available after Purchase | ||
| Training Aid (19.6 KB) | Available after Purchase | ||
Faculty
James R Laird, CPA/ABV, CVA Related Seminars and Products
President
Laird Valuations
Jim is the founder and sole owner of Laird Valuations. He has completed valuations for purposes including gift tax filings, marital dissolution cases, pre-buy/sell agreements, succession planning and real estate. Prior to opening Laird Valuations, Jim was CFO for multiple companies including some turnaround projects, President of a real estate management and brokerage, and an auditor.
Throughout his career, Jim has worked with the concerns of valuation of real estate and company stock. Industries that have been served through the years have included manufacturing, construction, retail, distribution and professional service including medical practices.
Sizes of companies have ranged from under $1M local company to a $65MM multi state construction company.
Professional Credentials
Mr. Laird is a Certified Public Accountant, Accredited in Business Valuation, and a Certified Valuation Analyst.
Education
Bachelor of Science Degree in Finance – Ferris State University
Dates
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Sat, Dec 28, 2024 - 11:00am to 11:56am EST
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Mon, Dec 30, 2024 - 04:00pm to 04:56pm EST
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Tue, Jan 07, 2025 - 09:00am to 09:56am EST
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Sat, Jan 18, 2025 - 11:00am to 11:56am EST
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Tue, Jan 21, 2025 - 11:00am to 11:56am EST
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Mon, Feb 10, 2025 - 01:00pm to 01:56pm EST
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Thu, Feb 27, 2025 - 03:00pm to 03:56pm EST
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Wed, Mar 05, 2025 - 09:00am to 09:56am EST
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Fri, Mar 21, 2025 - 11:00am to 11:56am EDT
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Thu, Apr 10, 2025 - 01:00pm to 01:56pm EDT
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Fri, Apr 25, 2025 - 03:00pm to 03:56pm EDT
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Tue, May 06, 2025 - 09:00am to 09:56am EDT
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Mon, May 19, 2025 - 11:00am to 11:56am EDT
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Wed, Jun 04, 2025 - 01:00pm to 01:56pm EDT
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Thu, Jun 12, 2025 - 03:00pm to 03:56pm EDT
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Thu, Jun 19, 2025 - 09:00am to 09:56am EDT
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Sat, Jun 28, 2025 - 11:00am to 11:56am EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For
Accountants or attorneys who have not worked much with the appraisal world yet have interest or need to know more about it. Also, business owners would benefit a lot from this course by learning how to increase the value of their appraisal when they want to gift or sell their business.
Original Recording Date 10/2023
Yellow Book No
Course Developer Laird Valuations
Date Added to Catalog 10/2023
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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