Surgent's Basics of the Valuation of a Closely Held Business

An understanding of the basics of business valuation is an invaluable tool for practicing accountants to better assist clients who are considering buying or selling their business or an interest therein, contemplating estate tax planning or creating a buy-sell agreement, or dealing with the death of an owner, a shareholder dispute, or a divorce. Business valuation may also be a practice area an accountant would be interested in pursuing for increased billables.

Many forward-thinking closely-held business owners are currently looking at possibly higher capital gain rates, particularly with a Democratic regime. Take this course to be well advised and prepared in order to better assist that potential selling owner.

Major Topics:

Objectives:

• Understand business valuation principles and procedures
  
• Be well-versed in the training and certifications needed to become a business valuation professional

Level: Basic

Instructor: Sandy Klevan

CPE Credits: 4

Area of Study:  Accounting (4)

Prerequisite: None