Event Detail



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Due to the coronavirus outbreak, we will be hosting live webinars in place of live seminars for the foreseeable future.  We will send an email as soon as live seminars are up and running again.  We appreciate your patience.

For our CPA customers, note that live webinar credits are equivalent to live seminar credits and will satisfy your credit requirements.  

For our attorney customers, individual state legal education requirements will vary. As of now, it appears that the PACLE Board will review attorney compliance on an individual basis if you are unable to find live seminar credits prior to your deadline. If you require more detail, please reach out to the Legal Education Board in your state.

Business Valuation Fundamentals

CPAs and attorneys are often required to provide expert advice pertaining to mergers and acquisitions, ownership disputes, estate, gift, and income taxes, marital dissolution, buy/sell agreements, FLPs, and financial reporting. The quality of this advice, in many cases, is directly linked to the understanding of private business valuations. After taking this course, CPAs and attorneys will have a better understanding of the necessary tools to perform sound due diligence and to successfully complete thorough, defendable, private business valuations.

Learning Objectives:

  • Review the fundamentals of business valuation and financial analysis
  • Highlight key factors/inputs in valuations
  • Examine current literature/court cases that set the stage for current valuations

Presenter

Dave Bookbinder is a valuation expert and collaborative consultant. Dave and his team conduct valuations of businesses, intellectual property, and derivatives for a host of strategic objectives. Dave is an Accredited Senior Appraiser (ASA) in Business Valuation with the American Society of Appraisers and holds the designation of CEIV, Certified in Entity and Intangible Valuations. Dave is also the author of a #1 best-selling book about the impact of human capital (people!) on the valuation of a business enterprise called: The NEW ROI: Return On Individuals

Mr. Cullins is a Partner with Centri Business Consulting. Mr. Cullins has over fifteen years of experience in the financial valuation industry. He has conducted valuations of the securities and intangible assets of public and private corporations under ASC 820, 805, 350 and 718 for various purposes including acquisition/divestiture, fairness opinions, reorganizations, solvency opinions, estate planning, and regulatory compliance. He has prepared valuations of business enterprises, capital stock and stock options for purposes such as mergers and acquisitions and S-Corporation conversions.

When: Friday, December 3rd, 2021. 9:00 AM to 5:00 PM EST
Where: Your home or office
Speaker: Dave Bookbinder, ASA, and Gerald Cullins
CPE Credits: 8 Finance CPE
CLE Credits: 7 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
Price: FREE for ALA Members / $99 for Nom-Members

About CPE/CLE:

* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.


Non-Members use the "Register Now" button.