Fiscal Checkup provides an in-depth financial analysis of companies to arrive at a financially driven business valuation. It also calculates Fair Market Value using three market based methods. This webinar will go through the process of making adjustments to the financial statements for a business valuation, calculating the company specific capitalization rate, and then applying the capitalization rate to calculations for Discounted Cash Flow and Capitalization of Earnings as well as calculating business value using three different market based approaches to arrive at an estimated Fair Market Value of a Company. The Fair Market Value is then validated by calculating a buyer’s return on equity in a fictitious sale of the company. Input of data is facilitated by an integration with both QuickBooks Online and QuickBooks Desktop.
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
Review the four critical components to a business valuation.
Understanding the Income, Market and Asset Methods of Valuation.
Valuing a business as an on-going business operation.
Weighting the Discounted Cash Flow, Earnings Capitalization and Market Method.
Validating the fair market value.
Fiscal Checkup
rogerj@fiscaladvantage.com
(844) 834-7225
Roger Jacobi is CEO of Fiscal Advantage, a software company focused on helping small and medium-sized business extract actionable data from their financial statements. He is a serial entrepreneur who has been involved in numerous start-ups in the past 25 years. Most recently, he led a medical software company from inception to over $10m in revenue while holding the positions of President and CFO. He has an MBA from the University of Michigan in Finance and Marketing and recently taught a class on Entrepreneurship at a local University.
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