CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Business Valuation Essentials for CPAs

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Accounting

Course Description

As a CPA, eventually, you’ll have a client who needs a business valuation. Whether they’re considering buying or selling a business, implementing a buy/sell agreement, succession planning or gifting and estate planning, understanding the different business valuation methods – and when to apply them – can be critical to your client’s financial well-being.

In this course, you’ll learn the basics of valuing companies, different methods of valuation and much more.

Learning Objectives

At the end of this course you will learn:

  • Common methods of valuation and when to apply each
  • Applying discounts and premiums to business value
  • Impact of subsequent events on a valuation

Course Specifics

Course ID
WC1120217498
Original Release Date
September 22, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Nainesh Shah, CFA

Nainesh grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in engineering from MS University, India. A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002. As a portfolio manager and senior investment committee member at the new company, he has acted as liaison between the investment, marketing, and sales teams, and communicated portfolio designs and options to outside advisors and investors. His contributions helped grow the AUM from $1B to $6B …

Nainesh Shah, CFA Read More »

Evan M. Levine, ChFC

Evan began his career in the summer of 1988 as the very first intern for New York City’s #1 insurance agency, Mass Mutual Life. From 1988 to 2009, he provided insurance-based financial planning advice to investment bankers, attorneys, and business owners in NYC. With a strong desire to provide a higher level of objectivity and transparency, he became independent in 2009 and started a fee-only, registered investment advisory firm offering wealth management and retirement income planning services, specifically aging baby boomers. In 2019, Evan partnered with Nainesh Shah to form Complete Advisors LLC to help pre-retirees plan financially for what’s …

Evan M. Levine, ChFC Read More »

Business Valuation Essentials for CPAs

CPE CREDITS
1 Credits: Accounting

$49.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Accounting

Course Description

As a CPA, eventually, you’ll have a client who needs a business valuation. Whether they’re considering buying or selling a business, implementing a buy/sell agreement, succession planning or gifting and estate planning, understanding the different business valuation methods – and when to apply them – can be critical to your client’s financial well-being.

In this course, you’ll learn the basics of valuing companies, different methods of valuation and much more.

Learning Objectives

At the end of this course you will learn:

  • Common methods of valuation and when to apply each
  • Applying discounts and premiums to business value
  • Impact of subsequent events on a valuation

Course Specifics

Course ID
WC1120217498
Original Release Date
September 22, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Nainesh Shah, CFA

Nainesh grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in engineering from MS University, India. A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002. As a portfolio manager and senior investment committee member at the new company, he has acted as liaison between the investment, marketing, and sales teams, and communicated portfolio designs and options to outside advisors and investors. His contributions helped grow the AUM from $1B to $6B …

Nainesh Shah, CFA Read More »

Evan M. Levine, ChFC

Evan began his career in the summer of 1988 as the very first intern for New York City’s #1 insurance agency, Mass Mutual Life. From 1988 to 2009, he provided insurance-based financial planning advice to investment bankers, attorneys, and business owners in NYC. With a strong desire to provide a higher level of objectivity and transparency, he became independent in 2009 and started a fee-only, registered investment advisory firm offering wealth management and retirement income planning services, specifically aging baby boomers. In 2019, Evan partnered with Nainesh Shah to form Complete Advisors LLC to help pre-retirees plan financially for what’s …

Evan M. Levine, ChFC Read More »

Business Valuation Essentials for CPAs

CPE CREDITS
1 Credits: Accounting

$49.00