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Live Webinar

90-minute live streaming program
  • October 13
  • 1:00 - 2:30 pm EST

What's the Business Worth? Commonly Accepted Business Valuation Techniques

October 13

Understand business valuation strategies, issues and challenges.

This topic is a great starting point for those seeking to learn about this hot, premium-priced service for clients. This topic is beneficial for both novices entering the field as well as seasoned professionals looking for a comprehensive review. This topic will elaborate upon the critical approaches used in valuation, the vetted research databases commonly employed by seasoned professionals, and the various types of reports issued by valuators.

Whether advising their clients on estate and gift taxation, mergers and acquisitions, bankruptcy, or other commercial activities, financial professionals and attorneys are faced with having to understand and assess business valuation issues. For instance, many attorneys hire outside experts to assist them with their cases without fully understanding the methods and assumptions that these specialists utilize. Since the field of valuation is as much art as is science, the information provided in this material will equip attorneys and other financial professionals to ask the right questions to ensure the quality of the business valuation. Further, you will learn about to identify the existence of major pitfalls within the valuation reports themselves.

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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

Business Valuation Engagement and Process
  • Types of Engagements and the Overall Process
  • Professional Standards
  • Role of the SEC in Business Valuation
  • Impact of Federal Regulation
Business Valuation Research
  • Process of Data Gathering
  • Types of Data Needed
  • Publicly Traded Companies vs. Privately Held Companies
  • Legal Documents Concerning Ownership
  • Information Sources for Both Publicly Traded and Privately Held Companies
Primary Approaches to Business Valuation
  • Discounted Cash Flow Method
  • Market Method
  • Asset Approach
Business Valuation Report Pitfalls
  • Standard Business Valuation Report Guidelines
  • Summary Reports, Calculation Reports, and Oral Reports
  • Report Pitfalls
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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.

Credits

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, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • 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.
     
  • MN CLE 1.5
     
  • This program has been approved by the Minnesota Board of Continuing Legal Education for 1.5 hours of credit.
     
  • MO CLE 1.8
     
  • This program has been approved by the Missouri Bar for 1.8 hours of CLE.
     
  • MS CLE 1.5
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.5 credit hours.
     
  • NH MCLE 1.5
     
  • 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: 90 Minutes.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 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 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.5
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.5 hours of credit.
     
  • UT CLE 1.5
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
     
  • VA CLE 1.5
     
  • This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.5 CLE credit hours.
     
  • 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 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     
  • NALA 1.5
     
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.5 hour(s).
     

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

Who should attend?

This live webinar is primarily designed for attorneys. Other legal professionals may also benefit from attending.

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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

Joel DiCicco, CPA, ICVS-A, BCA, CFF, PFS, CGMA

Joel DiCicco, CPA, ICVS-A, BCA, CFF, PFS, CGMA

Florida Atlantic University

  • Full-time faculty member at Florida Atlantic University’s College of Business Executive Programs where he teaches graduate-level accounting and finance courses
  • Co-founder and partner at the Center for International Business Valuation (CfIBV), a global valuation, training, and consulting organization
  • Specializes in the fair value of complex derivative instruments
  • Member of the Florida Institute of CPAs’ Editorial Board Committee and the Accounting Principles and Auditing Standards Committee
  • Credentialed in valuation (International Certified Valuation Specialist and Business Certified Appraiser), financial forensics (AICPA Certified in Financial Forensics), financial planning (AICPA Personal Financial Specialist), and management accounting (AICPA Chartered Global Management Accountant)
  • Ph.D. degree focusing on public budgeting, finance, and tax policy; and a master's degrees in taxation and finance
  • Can be contacted at 954-547-2908 or [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: 407878
Published 2020
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