Business Valuation: A Review of the Essentials WEBCAST

Friday, November 13 8:30am - 4:30pm PST

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8 Credits

Member Price $295.00

Non-Member Price $395.00


Gain essential knowledge, skills and training to perform business valuations. Learn how such valuations relate to gift and estate tax planning, succession planning, buy-sell agreements, mergers and acquisitions, and general business planning. Explore special business valuation applications, including GAAP’s fair value, family law and dissolution valuations.


Purposes for which a business interest may be valued. Define the interest to be valued: standard, premise and level of value. 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.


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

Designed For

CPAs and financial professionals.


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







Richard Barnes

Richard S. Barnes, CPA/ABV Ueltzen & Company, LLP/Sacramento, California

Rick Barnes is a Pertner in Ueltzen & Company, LLP providing Litigation Consulting and Business Valuation Services. He has over 30 years of management and finance experience in a variety of diverse industries as a Chief Financial Officer in private industry and as a Manager with an international accounting and consulting firm. He has provided expert witness testimony in trials, arbitrations, mediations, and depositions in the U.S. District and State Superior Courts throughout California.

Rick has instructed courses for The National Judicial College, Federal Judicial Center, American Institute of Certified Public Accountants (AICPA), California CPA Education Foundation, Price Waterhouse, and Hastings College of Law. He has been a speaker at the AICPA’s National Business Valuation Conference and the California CPA Education Foundation’s Advanced Business Litigation Institute.

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Non-Member Price $395.00

Member Price $295.00