Business Valuation Essentials for CPAs

1 Credits: Accounting


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Business Valuation Essentials for CPAs

Course Level
CPE Credits

1 Credits: Accounting

Course Description

This course features an in-depth exploration into the realm of business valuation, tailored for CPAs who seek to expand their expertise in this essential area. Participants benefit from learning a variety of common valuation methods, gaining the skill to discern which method is most suitable for different business scenarios. The course goes beyond the basics, delving into the nuances of applying discounts and premiums, and understanding the impact of subsequent events on valuation. This knowledge is not just theoretical; it equips CPAs with practical tools to enhance their advisory role, ensuring their clients make informed financial decisions based on accurate and comprehensive business valuations.

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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
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Course Specifics

Course ID
Revision Date
September 22, 2020


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Nainesh Shah

Nainesh Shah 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 …

Evan M. Levine

Evan M. Levine 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 M. Levine partnered with Nainesh Shah to form Complete Advisors LLC to help pre-retirees …