Business Valuation Essentials for CPAs FLEXCAST
Available Until
Your Desk
1.0 Credits
Member Price $49.00
Non-Member Price $56.00
Overview
This course features an in-depth exploration into the realm of business valuation, tailored for CPAs who seek to expand their expertise in this essential area. Participants benefit from learning a variety of common valuation methods, gaining the skill to discern which method is most suitable for different business scenarios. The course goes beyond the basics, delving into the nuances of applying discounts and premiums, and understanding the impact of subsequent events on valuation. This knowledge is not just theoretical; it equips CPAs with practical tools to enhance their advisory role, ensuring their clients make informed financial decisions based on accurate and comprehensive business valuations.
Highlights
Tax valuations. Merger and acquisition. Financial accounting. Litigation. Qualitative analysis. Quantitative analysis. Engagement defining. Valuation approaches. Valuation space groups.
Prerequisites
None.
Designed For
CPAs, CFOs, controllers, financial professionals, and auditors.
Objectives
Common methods of valuation and when to apply each. Applying discounts and premiums to business value. Impact of subsequent events on a valuation.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Nainesh Shah, Western CPE
Nainesh grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in engineering from MS University, India. A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002. As a portfolio manager and senior investment committee member at the new company, he has acted as liaison between the investment, marketing, and sales teams, and communicated portfolio designs and options to outside advisors and investors. His contributions helped grow the AUM from $1B to $6B at its peak.
As a technology thought leader, he has generated fintech motifs such as mobile wallet and robo-advising. Two of his career highlights are the subscription-based Apple valuation, which has become gold standard on Wall Street, and a unique sum-of-the-parts model for Amazon, which added a deeper level to its valuation analysis.
His core principle is “If you manage for returns, you increase risk, but if you manage for risk, you increase returns.” This he applied in the 2000 Dot-com bust, 9/11, and the Great Recession.
A Chartered Financial Analyst, Nainesh is also a member of the CFA Society NY. He has presented to several hundred audiences of financial advisors and non-profits on macroeconomic conditions, capital markets, portfolio construction, and risk management. Barron’s and Businessweek have quoted his insights into some of these topics.
Nainesh coaches people in financial need pro bono. Behavioral finance and AI are among his professional interests. His personal interests include practicing meditation, reading autobiographies, and running marathons. His wife is program coordinator for two non-profit senior centers, and their son and daughter are in college.
Non-Member Price $56.00
Member Price $49.00