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Basics of the Valuation of a Closely Held Business Webinar

CPE

When
Feb. 8
9:00 a.m. - 1:00 p.m.

CPE Credits
4-A&A

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
BVA4-2022-01-WEBNR-39-01
Level
Basic
Prerequisites
None
Note
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

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 change to a Democratic regime. Take this course to be well advised and prepared in order to better assist that potential selling owner.

Highlights

  • When a valuation in a closely held business would be needed
  • Governing bodies, training, and certifications in the profession
  • Standards and premises of value
  • The basic approaches and methodologies used to value a business: income, market, and asset approaches
  • Rules of thumb/industry valuation multiples: usefulness and limitations
  • Discounts for lack of control and marketability
  • The COVID-19 pandemic's impact on business valuation
  • Common mistakes found in the application of business valuation approaches
  • How the accountant can help during and after the valuation process


Speaker(s)

Sandra R. Klevan, CPA/ABV, CFF
Managing Director
Financial Research Associates

Ms. Klevan has been employed in the accounting and finance profession since 1986, with active involvement in business valuation, litigation support and forensic accounting since 1991.  Ms. Klevan obtained an MBA with a concentration in Finance from Saint Joseph's University.  She started her career on the audit staff of the then Price Waterhouse.  She is currently a managing director at Financial Research Associates (FRA) with offices in Pennsylvania, New Jersey and New York.  FRA is a business valuation and forensic accounting firm that specializes in litigation support with a focus on marital dissolution.

Ms. Klevan is a member of the Financial and Valuation Services Section of the American Institute of Certified Public Accountants (AICPA), holds the Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) designation and serves on the Family Law Task Force of the AICPA   Ms. Klevan has also taught as an adjunct instructor of Finance at both Saint Joseph's and La Salle Universities.  She has served on panels and made presentations, as well as authored and co-authored several articles in the area of business valuation and forensic accounting for organizations such as the American Bar Association, the Academy of Matrimonial Lawyers, the American Society of Appraisers, the Pennsylvania Institute of Certified Public Accountants and the AICPA.

Ms. Klevan has testified as an expert in business valuation and forensic accounting in front of Arbitrators, Masters and Judges in various counties throughout Pennsylvania.


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