- NY Credits : 9.0
- TX Credits : 9.0
This interactive self-study course covers several issues related to performing business valuations. Lesson 1 discusses how to wrap up a business valuation engagement. Lesson 2 takes a look at the guidelines for creating valuation reports. Finally, Lesson 3 covers how to value a professional practice.
Course Expiration Date: April 30, 2022
Please note, the grading fee for answer sheets submitted by regular mail is $119.
Determine how to seletct a single value from a range of values and apply sanity checks.
Identify best practices for applying premiums and/or discounts.
Recognize other tasks needed when wrapping up the engagement, such as obtaining a representation letter, workpaper documentation and review, and procedures by industry accounts and analysts.
Identify general reporting guidelines affecting valuation reports and how such reports should present financial information.
Recognize considerations for different types of valuation reports, how to write good reports and update reports.
Recognize how professional practices differ from other businesses, the type of data gathering involved, and adjustments to financial information when valuing a professional practice.
Identify the valuation methods for a professional practice, differences between professional and practice goodwill, and wrapping up the engagement.
Determine best practices for valuing healthcare-related practices.
Lesson 1—Wrapping up the Engagement
Lesson 2—Valuation Reports
Lesson 3—Valuing Professional Practices