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

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.

Runtime: 89 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

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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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

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • HI CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • NJ CLE 1.8
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
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.

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on October 13, 2020.

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

  • 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 Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. 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.
     
  • GA CLE 1.5
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
     
  • 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.
     
  • MO CLE 1.8
     
  • This course qualifies for self-study CLE credit in Missouri.
     
  • NH MCLE 1.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 89 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.
     
  • 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.
     
  • VT CLE 1.5
     
  • This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
     
  • WI CLE 1.5
     
  • This program qualifies for 1.5 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
     
  • 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).
     

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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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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