Gain a better understanding of what a quality of earnings report means and who needs one.
This course will provide you with an understanding of the process of conducting a quality of earnings engagement and how to conduct this analysis. You will learn how to identify add-backs to earnings, explain financial trends and walk EBITDA forward. You will learn how to use techniques, including trend analysis, common-size analysis, and benchmark analysis, to measure the quality of earnings.
Learning Objectives
- You will be able to differentiate between a quality of earnings report and a due diligence report based on their scope, focus, and purpose in financial analysis.
- You will be able to identify the primary focus of financial due diligence as the process of validating reported figures and uncovering financial risks.
- You will be able to recognize the central purpose and components of a quality of earnings report used to evaluate financial reliability and operational performance.
- You will be able to identify financial metrics and strategic reasons for conducting a quality of earnings report in preparation for a business transaction.
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Why Lorman?
Over 39 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
QOE Objectives
- Establish Normalized EBITDA
- Identify Non-Operating or Excess Assets
- Establish Net Working Capital Target
Contents of QOE Reports
- Cash Proof of Revenue
- Quality of Earnings Analysis
- Financial Statement Analysis
- Working Capital Analysis
QOE Analysis
- Identify Adjustments
- EBITDA Bridge
- Re-Casted Income Statement
Financial Statement Analysis
- Common Size Analysis
- Trend Analysis
- Variance Analysis
Working Capital Analysis
- Accounts Receivable Quality
- Inventory / Payables
- Establishing Working Capital PEG
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Credit
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Why Lorman?
Over 39 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 November 8, 2024.
Call 1-866-352-9540 for further credit information.
CPE/NASBA - QAS Self Study 1.8 including Accounting 1.8
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Accounting for 1.8 hours. Prerequisite: . Level of Knowledge: . Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement 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.
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Why Lorman?
Over 39 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
Michele Avery, CPA/ABV, MBA, CVA, MAFF
Carr, Riggs & Ingram, LLC
Michele Avery, CPA/ABV, CVA, MAFF
- Partner at Carr, Riggs & Ingram, LLC
- Practice is focused solely on business valuation, including transactions of business interests, litigation issues, and estate matters
- Regular speaker on business valuation and business transactions for CLE and CPE for attorneys and accountants
- Holds the American Institute of Certified Public Accountants’ Accredited in Business Valuation credential and the National Association of Certified Valuators and Analysts’ Certified Valuation Analyst credential
- M.B.A. degree, Louisiana State University; B.A. degree, University of Wisconsin – Superior
- Can be contacted at 504-585-4410 or [email protected]
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Why Lorman?
Over 39 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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