Gain essential knowledge, skills and training to perform business valuations and learn how such valuations relate to gift and estate tax planning, succession planning, buy-sell agreements, mergers and acquisitions, general business planning and more. During this class you will also explore special business valuation applications, including GAAP's fair value, family law and dissolution valuations.

 

Objectives:

business valuation steps and reasons for their order.
key terms related to business valuation.
common errors made in valuing businesses and how to avoid them.
current trends in business valuation, including how to apply the AICPA's business valuation standards to your practice.

 

Major Subjects:

Purposes for which a business interest may be valued
Define the interest to be valued: standard, premise and level of value
Various approaches to valuing a business and when to use them
Valuation adjustments
GAAP fair value
California valuation issues
Revenue rulings, case law and standards related to business valuation

 

Designed For:

Prerequisite: 

General knowledge of business structures, business ownership, business operations and finance.

Advanced Prep: None

Speaker: Richard S Barnes, CPA

Vendor: CalCPA

Field of Study: Business Valuation

Level: Intermediate

CPE Credit: 8 Hours

Acronym: PBV

Registration Fees:

Members: $275

Nonmembers: $375

Meet the Speaker: