Complimentary for Members

July 25, 2025


Live Webcast


NYSED 1

The Power of Ballpark Figures: Fast, Insightful Business Valuations That Drive Decisions Tech Session Webinar

This session was designed to provide a method of giving a client an idea and range of what their business might be worth under various circumstances.

July 25, 2025
Live Webcast
NYSED 1
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    Instructor

    Ed
    Mendlowitz

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Apply standardized methodologies (e.g., DCF, market multiples) to value privately held businesses.
  • Calculate normalized net income by reconciling discretionary expenses, non-recurring items, and owner perks.
  • Assess buyer-specific required rates of return.
  • Identify operational and financial value drivers.

Major Topics

  • How to value a privately owned business.
  • Determining normalized net income.
  • Determining the value by applying an expected rate of return for a buyer.
  • Value drivers and ways to advise of how to maximize the value.

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs that advise clients on strategic issues

Provider

Foundation for Accounting Education

This event has ended.