Print Page   |   Your Cart   |   Sign In   |   Join
Guiding Clients in the Private Equity Capital Market 4171536D
View Registrations Tell a Friend About This EventTell a Friend
 

Starting a business requires capital but how do you or your clients determine which funding option is the best fit? Gain the knowledge and tools to help clients make decisions regarding financing sources, prepare necessary financial statements and avoid common pitfalls. Gain specific insights into what venture capitalists and angel investors do; how they view potential investments; what kinds of deals they want; and how they ultimately exit as investors.

1/9/2018
When: 7:30 AM to 3:00 PM
Where: Webinar/Webcast
United States
Presenter: Dr Richard S. Savich
Contact: April Deneault
801-466-10824


Online registration is closed.
« Go to Upcoming Event List  

Curriculums:   Accounting and Financial Statements,Financial Leadership Forum,Business and Industry,Finance, Financial Management. and Controllership

NASBA Credit Category:  Accounting

CPE Hours:  8

Description

Starting a business requires capital but how do you or your clients determine which funding option is the best fit? Gain the knowledge and tools to help clients make decisions regarding financing sources, prepare necessary financial statements and avoid common pitfalls. Gain specific insights into what venture capitalists and angel investors do; how they view potential investments; what kinds of deals they want; and how they ultimately exit as investors. Learn where to source the capital clients need, from seed investments to crowdfunding to expansion investing. All these topics will be discussed in the context of the JOBS Act and the Dodd Frank Act.

Additionally, explore how to expand your scope of service beyond tax, preparation, review and compilation by lending your financial expertise to investment firms that need assistance with due diligence projects.

Formerly titled: Finding Funding for Startups

Materials are provided as an ebook.



Major Subjects

  • Private equity market: yGesterday and today
  • What venture capitalists and angel investors look for
  • Crowdfunding
  • Outside funding financial statements proposal
  • Accounting standards affecting prospective financial statements, preparation, review and compilation
  • Exit strategies and accounting implications

Objectives

  • Recognize the historical and current status of the private equity capital market, including venture capital and angel investing.
  • Determine how to prepare financial proposal packages for funding that meet AICPA standards.
  • Identify the pros and cons of venture capital, crowdfunding and angel investing in the context of the JOBS Act and the Dodd Frank Act
  • Identify the changes to AICPA accounting standards that relate to prospective financial statements.
  • Determine resources to help your clients find the capital they need to start and expand their businesses.

Level:  Beginning

Designed For

CPAs, CFOs, board members, controllers for smaller companies, financial advisers, bankers, attorneys and investment analysts.

Advanced Prep:

None.

Prerequisite

None.

Membership Management Software Powered by YourMembership  ::  Legal