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Fiscalcheckup bizvaluations

BUSINESS VALUATIONS: APPROACHES & METHODS TO ARRIVE AT FAIR MARKET VALUE

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Course Description

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.

Learning Objectives

  • Understand which Income Statement and Balance Sheet accounts might require adjustments to calculate the Fair Market Value of a Company

  • Learn the process to arrive at a company specific capitalization rate

  • Understand when it is appropriate to use five different valuation methods

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Roger Jacobi

Fiscal Checkup

rogerj@fiscaladvantage.com
(844) 834-7225

Company fiscalcheckuplogo

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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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

Company fiscalcheckuplogo
Fiscal Checkup is a web-based software tool that provides businesses with an in-depth fiscal analysis, empowering Trusted Business Advisors to better understand their business clients and offer advisory services. The software generates six customized reports which assist businesses in identifying and implementing key financial strategies to maximize cash flow and profitability.