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Live Webcast Replay

Business Valuation Fundamentals


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
   20
Categories:
ACPEN Industry Institute |  Professional Development
Faculty:
James R Laird, CPA/ABV, CVA
Course Levels:
Basic
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

In this course we will look at the highlights of what valuation is doing, how to go about it and what to look for in business valuation reports.  Areas such as types of reports, the standards by which they are prepared and process that is used to go from data to report.  We will also discuss the purposes of reports and how that purpose may impact the value.  Finally, we discuss how to determine the value of minority interests.

Basic Course Information

Learning Objectives
  • We will be presenting the basic ideas of how business valuations are put together.
    • The Purpose of the Appraisal
    • The Process of the Valuation
    • The Meaning of the Results
    • The Writing of the Report

Major Subjects
  • Business Valuation Fundamentals
  • The Objective - What type of report is needed?
  • The Process
  • Agreed Upon Procedures
  • Calculation of Value
  • Conclusion of Value
  • Industry
  • Sanity Checks – Would you pay or accept the value if it were your company?
     

Course Materials

Faculty

James R Laird, CPA/ABV, CVA Related Seminars and Products

President

Laird Valuations


Jim is the founder and sole owner of Laird Valuations. He has completed valuations for purposes including gift tax filings, marital dissolution cases, pre-buy/sell agreements, succession planning and real estate. Prior to opening Laird Valuations, Jim was CFO for multiple companies including some turnaround projects, President of a real estate management and brokerage, and an auditor. 

Throughout his career, Jim has worked with the concerns of valuation of real estate and company stock. Industries that have been served through the years have included manufacturing, construction, retail, distribution and professional service including medical practices. 

Sizes of companies have ranged from under $1M local company to a $65MM multi state construction company. 

Professional Credentials 
Mr. Laird is a Certified Public Accountant, Accredited in Business Valuation, and a Certified Valuation Analyst. 

Education 
Bachelor of Science Degree in Finance – Ferris State University
 


Dates

Thu, Dec 05, 2024 - 12:00pm to 12:56pm EST
Tue, Dec 10, 2024 - 07:00pm to 07:56pm EST
Fri, Dec 13, 2024 - 02:00pm to 02:56pm EST
Sat, Dec 28, 2024 - 11:00am to 11:56am EST
Mon, Dec 30, 2024 - 04:00pm to 04:56pm EST
Tue, Jan 07, 2025 - 09:00am to 09:56am EST
Sat, Jan 18, 2025 - 11:00am to 11:56am EST
Tue, Jan 21, 2025 - 11:00am to 11:56am EST
Mon, Feb 10, 2025 - 01:00pm to 01:56pm EST
Thu, Feb 27, 2025 - 03:00pm to 03:56pm EST
Wed, Mar 05, 2025 - 09:00am to 09:56am EST
Fri, Mar 21, 2025 - 11:00am to 11:56am EDT
Thu, Apr 10, 2025 - 01:00pm to 01:56pm EDT
Fri, Apr 25, 2025 - 03:00pm to 03:56pm EDT
Tue, May 06, 2025 - 09:00am to 09:56am EDT
Mon, May 19, 2025 - 11:00am to 11:56am EDT
Wed, Jun 04, 2025 - 01:00pm to 01:56pm EDT
Thu, Jun 12, 2025 - 03:00pm to 03:56pm EDT
Thu, Jun 19, 2025 - 09:00am to 09:56am EDT
Sat, Jun 28, 2025 - 11:00am to 11:56am EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation  None
Designed For

Accountants or attorneys who have not worked much with the appraisal world yet have interest or need to know more about it.  Also, business owners would benefit a lot from this course by learning how to increase the value of their appraisal when they want to gift or sell their business.

 


Original Recording Date 10/2023
Yellow Book No
Course Developer Laird Valuations
Date Added to Catalog 10/2023

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

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. 


Promo Video

This course has no breaks

Reviews

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Overall:      4.3

Total Reviews: 20