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OnDemand Webinar

Understanding Business Valuations From Purpose To Product

Order this OnDemand Webinar and receive a concise real-real world walk through of the Business Valuation process. After the program you will be able to understand the key concepts of business valuation as well as be able to assess the quality of business valuation reports you receive.


Runtime: 85 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Defining the Purpose of the Valuation

  • Tax, Litigation, M&A

Financial and Industry Analysis

  • Subject to Industry Comparison, Macroeconomic Impacts

Define the Benefit Stream

  • Net Income, Cash Flow, Sellers Discretionary Earnings

Risk Analysis - Discount Rate Formulation

  • Sources of Data, Build-Up Method

Approaches

  • Asset Method, Market Approach, Income Approach

Selection of Approach

Discounts or Premiums

  • Minority Interest Discount, Discount for Lack of Marketability

Sanity Checks

  • Transaction Justification

Conclusion of Value

  • Report Writing and Issuance of the Report
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Alan Chaffee, CPA

Alan Chaffee, CPA

Turning Point Consulting

  • Leads Turning Point Consulting, a premier financial and strategic consultancy serving clients throughout Seattle, Bellevue and the Northwest in three practice areas: outsourced financial staffing, complex accounting and operational improvements
  • Brings a unique blend of experiences including CPA, CFO, COO, president and board of director roles
  • Partner with Chaffee Geddes Chucka PLLC, Bellevue, Washington, from 2002 to current where he focuses on providing financial statements, advisory and tax consulting services to small and medium size businesses and their owners
  • B.S. degree, University of Oregon
  • Can be contacted at [email protected]
Joe M. Wallin

Joe M. Wallin

Davis Wright Tremaine LLP

  • Startup and corporate transaction attorney in the Seattle office of Davis Wright Tremaine LLP
  • Focuses on emerging, high growth and startup companies
  • Frequently represents companies in angel and venture financings, mergers and acquisitions, and other significant business transactions.
  • Represents investment funds with respect to their fund formation work, and represents investors in and acquirors of businesses, and provides general counsel services for companies from startup to post-public
  • Prior firms partner, DLA Piper US LLP (formerly DLA Piper Rudnick Gray Cary LLP and Gray Cary Ware & Freidenrich LLP), Seattle, Associate, Gray Cary Ware & Freidenrich LLP, Seattle and Tax Consultant, Arthur Andersen LLP, Seattle
  • 2011-10 Nominee for Best Service Provider to Startups, Seattle 2.0
  • Formerly an adjunct professor of tax law, Seattle University School of Law, 1998-2000
  • Selected to “Washington Super Lawyers,” 2011-2012, 2004 and to “Washington Rising Stars,” Thomson Reuters, 2004 
  • Founder of the firm’s Startup Law Blog – you can learn more about him at StartupLawBlog.com
  • Can be contacted at 206-757-8184, [email protected] or Twitter® at @joewallin
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 390233
Published 2012
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Available in Multiple Formats

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