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Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your business owner’s options by systematizing the magic they’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if they decide to sell.

CE Eligible: Yes. CE is automatically submitted (for subscribers) to the CFP Board. Complete certificates are also provided to subscribers for self reporting for those with American College designations (CLU, CHFC and RICP), a CPA license and NAPFA members. 

CPE Eligible: Participants will earn 1 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

 

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) 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.