Gain Confidence to Deal in Business Valuations and Methods/Purposes of Business Valuation Reports

Adding to the traditional issues faced by a business owner when it comes to his/her business operation, ownership in business tends to create complexities in estate, tax and financial planning arenas. It is important for the business owner to understand the value of business in these areas.

Join this session by expert speaker Arthur Werner to understand and explore the methods and purposes of business valuation reports by focusing on understanding these reports. The session will help you gain confidence when you’re dealing in business valuations.

Session Highlights:

• Valuation methods
  • Capitalized Earnings Approach Method
  • Excess Earning Method
  • Cash Flow Method
  • Tangible Assets Method
  • Cost to Create Approach Method
  • Rule of Thumb Method
  • Value of Specific Intangible Asset Method
• The Professionals Role in Business Valuations
• Skill Sets of the Professional
• Standards of Value
• Levels of Value
• Business Valuation Approaches
• Valuation Synthesis and Conclusion

Prerequisite:  Basic understanding of estate planning

Level:  Basic to Intermediate

NASBA & IRS Category of Study:  Taxes

Who Should Attend

• CPAs
• EAs
• Financial planners and advisors
• Attorneys