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Live Webinar

100-minute live streaming program
  • January 31
  • 1:00 - 2:40 pm EST

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OnDemand Webinar

Understanding Business Valuations From Purpose to Product

January 31

Identify the true purpose a client is coming to you for a valuation and how to adapt your approach to due diligence.

When you are approached by a client or potential client about creating a valuation, there are several key factors to immediately consider when crafting your initial response. What is the purpose of the valuation and to whom will it be distributed? What are the circumstances that created the need for the valuation and what impact will they have on the report writing itself? Once you have a firm understanding of the purpose for the report, what are the most important steps in due diligence to ensure you get the appropriate information to complete your report? How should you create your workpapers to show the steps you took in diligence to learn more about the subject interest? When writing the report, are you laying out the blueprint for the reader so that they can track what you are doing? Is the report succinct in its analyst while providing every necessary to withstand scrutiny? In this topic we will cover the valuation process from purpose to product, and report writing to address the underlying purpose in each valuation report you are creating.

Learning Objectives

  • You will be able to describe the due diligence process for creating a comprehensive valuation report.
  • You will be able to discuss the different reasons a client may seek a valuation and how that will drive your report writing process.
  • You will be able to explain the key elements required for every valuation report you are creating.
  • You will be able to recognize the key reasons a client is coming to you for a valuation and tailor your work product accordingly.

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Why Lorman?

Over 33 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

Valuations With a Purpose
  • Why Is the Client Coming to You for a Valuation
  • What Is the Intended Use for the Valuation
  • What Type of Valuation Is Appropriate Under the Circumstances?
The Most Important Aspects of Due Diligence
  • Learning vs. Checking a Box
  • What Information Will Be Most Helpful in Driving Your Report Writing Process?
  • Organizing Your Workpapers
Writing the Report
  • Create a Blueprint – Show the Reader How You Got to Your Conclusion
  • The Key Elements Required for Every Valuation
  • Be Succinct – Make Your Determination and Go With It
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More Program Information

Why Lorman?

Over 33 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 course was last revised on September 20, 2012.

Call 1-866-352-9540 for further credit information.

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

Live Webinar Registration

  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MT CLE 1.75
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.75 CLE credits.
     
  • NH MCLE 1.7
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 100 Minutes.
     
  • NJ CLE 2.0
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 2.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
     
  • TN CLE 1.67
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.67 hours of credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of Law & Legal Procedure credit.
     
  • WI CLE 2.0
     
  • This program has been approved by the Board of Bar Examiners for 2.0 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 2.0
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
     
  • CPE 2.0 including Accounting 2
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Accounting for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Accounting for 2.0 hours.
     

Who should attend?

This live webinar is designed for CPAs, accountants, attorneys, presidents, vice presidents, business owners and managers, CFOs, tax managers, tax preparers and financial planners.

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More Program Information

Why Lorman?

Over 33 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

Eric J. Camm

Eric J. Camm

Turning Point

  • Director of capital advisory at Turning Point
  • Practice emphasizes all aspects of mergers and acquisitions, restructure, receiverships, and valuation
  • Has conducted seminars and presentations on numerous topics including valuation, succession planning, mergers and acquisitions
  • Written several publications related to the areas of succession planning
  • J.D. degree, Seattle University; B.A. degree, University of Washington
  • Can be contacted at 206-697-0416 or [email protected]
Alan Chaffee, CPA

Alan Chaffee, CPA

Turning Point

  • Brings a unique blend of experiences including CPA, CVA, CFO, CEO, COO, president and board of director roles
  • CEO of Turning Point, a premier financial and strategic consultancy serving clients in the northwest in three practice areas: outsourced CFO consulting, scale and restructuring and talent sourcing
  • Partner with Chaffee Geddes Chucka PLLC, Bellevue, Washington, from 2002 - 2009 where he focused on providing strategic and financial 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]
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Why Lorman?

Over 33 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.

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Product ID: 406218
Published 2012, 2020
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