Archive 2010-25: Valuation of Small Business and Pro Practices




Archive Webinar 2010-25:Valuation of Small Businesses and Professional Practices: A Practical Presentation

presented by
David Smith, CPA/ABV/CFF, CFE, CVA, CFFA, CM&EA, Moderator with Nancy Gault, CPA, CVA, and Mark Hanson, CPA/ABV, CVA

Webinar 25 Original Broadcast Date: May 25, 2010

Tired of all the conflicting theory and fighting over how to prepare a valuation? Do you just want some practical advice on how to just “get it done?” Learn practical views on how to prepare and defend a valuation. Practical doesn’t mean basic, it means practical.

Learning Objectives:

  • The participant will learn the practical way to consider and apply valuation approaches and methods
  • The participant will learn the practical way to deal with business/practice goodwill vs. personal/professional goodwill
  • The participant will learn the practical way to deal with normalization adjustments
  • The participant will learn the practical way to use calculations and calculation reports
  • The participant will learn the practical way to deal with client issues
  • The participant will learn a practical way to write and present a report
  • The participant will learn the practical way of managing a BV/forensics practice

Webinar Outline:

  • Valuation approaches and methods and levels of reliance
    • Guideline company transaction method and supporting databases
      • A practical way to decide on reliability
      • Direct Market Data Method, can ten wrongs make a right?
      • Rules of thumb are not as bad as they say
      • Buying a job values, why it makes sense
    • Capitalized earnings/cash flow method
      • Easy way to determine rate of return inputs
      • Specific company risk methods
        • So what if it is judgmental
        • A simple way to determine it
      • A practical way to decide how to weight historical earnings
    • Normalization adjustments
      • Compensation
      • Control vs. minority
  • Separating personal/professional and business/practice goodwill in divorce valuations
    • Attribute comparison models, practical and simple
    • Customer relationship analyses, practical and simple
    • Value with vs. value without models, practical and simple
  • Pass through entities/S Corps and taxation
    • A simple method for tax affecting and calculation of S Corp premiums
  • How to easily comply with business valuation standards
  • Simple ways to manage clients and a BV/Forensics practice
  • Practical tips on how to be efficient and effective in writing reports

Included in this downloadable package are:

  • Audio/Video file
  • Webinar transcript
  • Original Webinar handouts

The archived webinar package is an Adobe Presenter PDF file that allows you to view the video of the webinar with the synced audio so that you see the presentation just as it was presented “live.” The Presenter format also allows for easy navigation through the webinar so you can quickly go to a specific section in the presentation. The handout materials are included in the file. To view the Webinar Presenter file, you must have Adobe Reader software version 9 or higher. You can download the free current version of Adobe Reader at Please note that CPE is only available for live webinar broadcasts.

Additional information

Weight 0.00 oz