Advanced Topics In Business Valuation WEBCAST

Monday, December 14 8:30am - 4:30pm PST

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8 Credits

Member Price $295.00

Non-Member Price $395.00

Overview

Essential knowledge for anyone preparing or using business valuations. Take a deep dive into several essential business valuation topics.

Highlights

Cost of capital estimation. Determining an appropriate discount for lack of marketability on a minority interest. Modeling various methods under the income approach. Proper application of the merger and acquisition method. Review alternatives when valuing professional service companies, such as accounting firms, law firms, medical practices, and other personal service businesses. Dealing with various issues related to tax affecting and its impact on value. Overview of business valuation issues in litigation, including corporate partnership disputes and marital dissolutions.

Prerequisites

Attendees should have a basic understanding of business valuation approaches and methods.

Designed For

Anyone whose practice includes the valuation of a business or a business ownership interest.

Objectives

Gain a more advanced understanding of several business valuation topics that are typically not covered in-depth in many business valuation courses.

Preparation

None.

Notice

None

Leader(s):

Leaders

James Andersen

James A. Andersen, CPA/ABV, ASA

Jim Andersen is the founding partner of Andersen & Company LLP, a firm of financial consultants and certified public accountants based in Santa Rosa, California. For the past 18 years, Mr. Andersen has specialized in business valuations, mergers and acquisitions, and various litigation support services. During this period, he has been involved in over 600 business valuation and litigation assignments and has testified as an expert witness in various counties throughout California.

Mr. Andersen’s business valuation experience has included assignments for merger and acquisition transactions, buy/sell agreements, dissenting shareholder actions, marital dissolutions, and estate and gift tax.

Mr. Andersen is past chairman of the Business Valuation Committee for the California Society of Certified Public Accountants and is a board member of the Litigation Steering Committee. He is an accredited senior appraiser with the American Society of Appraisers and is an instructor for both the American Institute of Certified Public Accountants and the California Society of CPAs on various business valuation topics. He also serves on the faculty for the Texas Center for the Judiciary.

Mr. Andersen’s recent accomplishments include co-authoring and teaching a course on mergers and acquisitions for the California Society of CPAs, and he is in the process of publishing a new course and book for the California Education Foundation entitled Business Valuation and Succession Planning-A Practical Approach to Value Enhancement and Business Transfer Issues, to be released and taught in the fall of 2003.

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Non-Member Price $395.00

Member Price $295.00