Master the fundamental principles of business valuation and avoid the common traps that lead to inaccurate pricing.
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real-world examples in an effort to see what makes up an investment's price.
The course provides a comprehensive exploration of business valuation fundamentals, demystifying the financial mechanics behind what makes a company valuable. It delves into the core methodologies used in the industry, including the income, market, and asset-based approaches. By examining the key drivers of business value, necessary financial statement adjustments, and the impact of market conditions, the course offers a clear, practical framework for analyzing a company's real worth. This deep dive unpacks the nuances of business valuation to ensure a thorough understanding of how to approach mergers, acquisitions, succession planning, or general financial assessments with clarity and confidence.
Who Should Attend:
CPAs and business professionals who want to understand the concepts and theories behind business valuation techniques.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
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