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Understanding Business Valuations From Purpose to Product

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.

Runtime: 98 minutes
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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 Course

This course was last revised on January 31, 2020.

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

  • 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.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

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

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  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.75
     
  • NJ CLE 2.0
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 2.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

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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 2020
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