Avatar

Business Valuation: Overview of the Business Valuation Process or “The Big Picture”



Watch Now!
Recording and Slides are Available Here


Learning Objectives

This webinar is a business valuation-oriented presentation geared towards finance professionals who are not certified business appraisers.  The presentation is in the form of an overview – but with sufficient depth to appeal to even those with a strong working knowledge of the valuation process and its various outputs in the form of reports. 

Attendees will receive a free copy of Chapter One (42 pages) from the official Bizequity Business Valuation Institute Textbook along with other select white papers and handouts.

In his initial webinar, Scott will be covering the following topics:

  • Articulate the definition of and primary reasons for obtaining a business valuation
  • Review the primary business valuation certification-granting organizations
  • Understand the noteworthy differences between each of the various valuation purposes, i.e. how do valuation analyses differ from one purpose to the next?
  • Identify the primary types/costs/turnaround times for different business valuation engagements and reports
  • Understand and differentiate between the primary measures or standards of value, premises of value and levels of value as they are commonly utilized by professional appraisers
  • Recognize and understand the different levels within the “market for business control” and how the valuation environment changes across the three main segments, e.g. the size effect, asset sales versus equity sales, etc.
  • Introduce the classical valuation approaches (income, market and asset/cost approach) and discover the proper rationale for determining which approaches and methods are most suitable for a given engagement
  • Review and clarify the importance of “normalization adjustments” within the context of estimating fair market value

An effective business appraiser does not memorize every facet of every concept and every valuation method, but he/she does know how to locate the information needed to ensure that a given assignment is properly understood, interpreted  and/or executed.

Business valuation should be looked at as a lifelong commitment, and those who invest the time needed to learn the fundamentals will be rewarded richly through improved client relationships and ultimately higher income levels.




There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

As a Certified Business Appraiser and Chief Valuation Officer for BizEquity, Scott has overseen the development of the patented valuation algorithm and related valuation report while ensuring that our industry and market data are current and relevant. For the past 20 years, he has been interacting with small business owners actively engaged in buying and selling companies of all types and sizes (as a broker and appraiser) while teaching graduate level private firm valuation and authoring books including "The Business Valuation Book"


Avatar

Bob Keebler

August 12, 2020 1:00 PM ET - 2:30PM ET ET

Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Alan Gassman Brandon Ketron Kevin Cameron

August 13, 2020 3:00PM ET - 4:30PM ET ET

PPP and EIDL UPDATE: August 4TH FAQ'S, NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 13, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 2

More Info
Avatar Avatar Avatar

Jonathan Blattmachr Martin Shenkman Teresa Bush

August 14, 2020 1:00PM ET - 2:30PM ET ET

Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now - A Special Re-Broadcast

More Info
Avatar Avatar

Martin Shenkman Eido Walny

August 14, 2020 3:00PM ET - 4:30PM ET

Martin Shenkman Eido Walny: Planning for Athletes

More Info
Avatar

Bob Keebler

August 14, 2020 11:00 AM ET - 12:30 PM ET

Best of The Best: The Very Best Tax Planning Ideas in 2020 - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Jerry Hesch Martin Shenkman Alan Gassman

August 18, 2020 3:00PM ET - 4:30PM ET

Free LISI Webinar: The Biden 2-Step PLUS Martin Shenkman's Review of Topics and Planning Opportunities from the 46th Notre Dame Tax and Estate Planning Institute

More Info
Avatar

Bob Keebler

August 19, 2020 3:00 PM ET - 4:30 PM

Year-End Planning in 2020: Including Planning for a Potential Biden Administration - A Special Re-Broadcast

More Info
Avatar

Larry Katzenstein

August 20, 2020 3:00PM ET - 4:30PM ET ET

Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable Planning Opportunities!

More Info
Avatar

Bob Keebler

August 20, 2020 1 PM 2:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar

Steven Siegel

August 21, 2020 3:00PM ET - 4:30PM ET ET

The Perfect Storm of Bad News and Planning Opportunities for 2020 & Beyond: Crucial Planning Decisions for the 99%

More Info
Avatar

Steven Siegel

August 27, 2020 3:00PM ET - 4:30PM ET ET

Domicile Planning: Shopping and Changing – Is It Time to Get Out of Dodge?

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 27, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 3

More Info
Avatar

Richard Nenno

September 17, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

More Info