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.
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
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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