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Surgent's Exploring Business Valuation Fundamentals

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Webinar

2.00 Credits

Member Price $99.00

Non-Member Price $129.00

Overview

What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment’s price.

Highlights

  • What does value mean?
  • Technical vs. fundamental analysis
  • Intrinsic value
  • Other discounted cash flow models
  • Assumptions in the Gordon Growth Model
  • Valuations using free cash flows
  • Residual income model
  • Enterprise value
  • Value in mergers and acquisitions
  • Small business valuations and discounts
  • Advanced valuation models

Prerequisites

None

Designed For

Accounting and finance professionals who want to understand the concepts and theories behind business valuation techniques

Objectives

  • Describe the factors affecting the value of a business
  • Compare and contrast market value, investment value, bankruptcy value, and going concern value
  • List the key differences between technical and fundamental analysis
  • Calculate intrinsic value using discounted cash flow methods, such as the GGM and the H-Model
  • Calculate intrinsic value using free cash flow
  • Calculate the gains and losses to the buyer/seller in a merger/acquisition
  • List key discounts when valuing privately held companies

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Surgent Professional Education.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU

David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.

  • Website:  www.petersprofessionaleducation.com
  • YouTube: www.youtube.com/@DavidPetersFinancial
  • LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
  • LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
  • Facebook: https://www.facebook.com/davidpetersfinancial
  • Twitter/X: https://x.com/DavidPFinancial
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Non-Member Price $129.00

Member Price $99.00

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