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Live Webcast Replay

Beyond P&L: The Elements Driving the Value of Your Business


Total Credits: 2 including 2 Finance - Technical

Average Rating:
   4.5
Category:
Industry |  Partner Produced
Faculty:
Jason D. Tuzinkewich, MBA, M&MI, CM&AP, CBI
Course Levels:
Overview
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

Dates


Description

Financial statements are among the most scrutinized set of documents present in the sale of a business. While the CPA is the most directly engaged advisor in a company’s financial health, factors such as personal goodwill, scalability and recurring revenue, to name a few, are not quantified by financial statements. Understanding the importance of these factors and how to leverage them toward developing your business strategy can make all the difference in building organizational value.

 

Basic Course Information

Learning Objectives
  • Provide talking points to better understand client needs
  • Provide tools to support better outcomes for clients
  • Seek out new opportunities to drive billable hours
  • Cultivate stronger/stickier client relationships

Major Subjects
  • Your client’s business principle value considerations
  • Qualitative and quantitative factors of business risk
  • Talking through a business case

Course Materials

Faculty

Jason D. Tuzinkewich, MBA, M&MI, CM&AP, CBI Related seminars and products: 1

CEO

Blue Sky Business Resources, Sandy, UT


Jason has 20 years of professional experience in business operations and development. Having spent his entire career as an entrepreneur and business transformation consultant, he is well positioned to guide other business owners through their M&A options while coordinating all efforts to help ensure a successful outcome for each and every one of his clients.
As the Chief Operating Officer Jason focused on continuously improving processes, ensuring quality and consistency within the advisory team, and supporting our national growth strategy.
Jason serves as strategic leadership and governance within the Mid-Market Alliance and the Alliance of M&A Advisors. He was the first in the state of Wisconsin to receive his CM&AP.
AND HE COOKS TOO!
Jason literally works 24/7 because he is that passionate about his job. However, when he actually does take a break he is usually found in the kitchen. Jason is a trained Chef thru Le Cordon Bleu College of Culinary Arts. He is always concocting some delicious culinary delight.
Jason also recently wrote a book!
Creating the best outcome for a client is what Jason strives for every day. You can’t ask for more personal service than what you receive from Jason.


Dates

Thu, Mar 04, 2021 - 11:00am to 12:53pm EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, CFOs, controllers, finance directors, business owners and anyone working in business and industry
Yellow Book No
Course Developer MICPA
Original Recording Date 03/24/2020
Date Added to Catalog 06/04/2020

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

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1

Overall:      4.5

Total Reviews: 100

Comments

Tony C

"The subject matter presented was easy to follow and was relevant. Sarah did a great job of presenting."

Janet C

"Mr. SPALDING made a dry subject interesting and informative. I especially liked his casual presentation of an important subject. Good job!!"

Sandra C

"Learned a lot"

Dawn H - Flint, Michigan

"Very good selection of topics!"

Timothy F

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Daryl K - Shelby Township, Michigan

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Jonathan D

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Kelly H

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Lee F - Ann Arbor, Michigan

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