Business Valuations: Writing the Report (Completed)

Date: Friday, August 12, 2022
Instructor: Robert K Minniti
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

This course is designed to be a supplement to the introductory course on business valuations. It will also cover the aspects of writing the business valuation report. What needs to be included in the report, sections of the report, formatting the information, analyzing the information, and presenting the information in the valuation report. We will discuss where to obtain information, how to properly cite information, and format the sections of the report. We will also discuss items to include to make it easier to defend the report in a deposition or trial.

Who Should Attend
Anyone who is interested in business valuations or developing business plans.

Topics Covered

  • Aspects of writing the business valuation report
  • What needs to be included in the report, sections of the report, formatting the information, analyzing the information, and presenting the information in the valuation report
  • Where to obtain information, how to properly cite information, and format the sections of the report
  • Items to include to make it easier to defend the report in a deposition or trial

Learning Objectives

  • Identify the basic requirements for documenting an economic outlook in a business valuation
  • Recognize the aspects of the economic outlook in a business valuation

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge (2 hours)

Program Prerequisites
None

Advance Preparation
None

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