What's New with Business Valuation: An update of Business Valuation Services (Completed)

Date: Friday, December 6, 2013
Instructor: William F Murphy
Begin Time:  10:00am Pacific Time
11:00am Mountain Time
12:00pm Central Time
1:00pm Eastern Time
CPE Credit:  2 hours for CPAs

We will emphasize what both new staff as well as experienced professionals need to recognize ...in order to plan, review and prepare different types of Business Valuation Engagements.

Who Should Attend
Anyone who has a basic working knowledge of business valuation but wants to improve their 'skill set' as to the entire subject matter

Topics Covered

  • Current valuation developments in a Business valuation practice
  • The most common deficiencies recognized by the courts as serious problems in the preparation of business valuation reports
  • The proposed updates and other developments on the horizon ...that may affect Business Valuations services in the future

Learning Objectives

  • Review underlying theory and application that is required to perform a correct business valuation and the steps of a valuation using all three approaches to value.
  • Address the methodology of understanding the correct 'standard of value' used for business valuations, as well as the steps taken in acquiring the necessary company's financial history.
  • Review the importance of applying the correct economic and industry data sources used in the business valuation process and discuss the challenges in applying the correct discounts and premiums to a business being valued.
  • Discuss the methodology of analyzing and adjusting target financial statement data and review how officer's compensation is applied correctly when preparing a business valuation report.
  • Update the class as to current Federal Estate and Gift tax court cases affecting the business valuation process and discuss approaches to value that are accepted by the courts.
  • Help staff plan, conduct and review business valuation projects and to comply with SSVS standards promulgated by the AICPA Business Valuation section.
  • Identify those professional standards and risk factors that are relevant to the overall planning of a business valuation report and review the AICPA Business Valuation Checklists check lists needed to comply with complicated business valuation projects in today's complex valuation environment.


Instructional Method
Group: Internet-based

NASBA Field of Study
Management Advisory Services (2 hours)

Program Prerequisites

Advance Preparation

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