Business Valuation Fundamentals
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- 54
- Categories:
- ACPEN Industry Institute | Professional Development
- Faculty:
- James R Laird, CPA/ABV, CVA
- Course Levels:
- Basic
- Duration:
- 1 Hour
- License:
- Expires 30 day(s) after program date.
Description
This course provides a practical overview of business valuation, guiding participants through the key concepts, methodologies, and considerations involved. You will explore the types of valuation reports, the standards governing their preparation, and the step-by-step process of transforming raw data into actionable insights. The course also examines how the intended purpose of a report can influence its conclusions and offers strategies for valuing minority interests. By the end of the course, participants will gain a clear understanding of how to read, interpret, and apply business valuation reports effectively.
Basic Course Information
Learning Objectives- Discuss the Purpose of the Appraisal
- Review the Process of the Valuation
- Understand the Meaning of the Results
- Learn how to do the Writing of the Report
Major Subjects
- Business Valuation Fundamentals
- The Objective - What type of report is needed?
- The Process
- Agreed Upon Procedures
- Calculation of Value
- Conclusion of Value
- Industry
- Sanity Checks – Would you pay or accept the value if it were your company?
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Business Valuation Fundamentals Handout (1.5 MB) | Available after Purchase | ||
| Sample CCF - Enterprise (17.7 KB) | Available after Purchase | ||
| Sample CCF - Equity (18.5 KB) | Available after Purchase | ||
| Training Aid (19.6 KB) | Available after Purchase | ||
Faculty
James R Laird, CPA/ABV, CVA Related Seminars and Products
President
Laird Valuations
Jim is the founder and sole owner of Laird Valuations. He has completed valuations for purposes including gift tax filings, marital dissolution cases, pre-buy/sell agreements, succession planning and real estate. Prior to opening Laird Valuations, Jim was CFO for multiple companies including some turnaround projects, President of a real estate management and brokerage, and an auditor.
Throughout his career, Jim has worked with the concerns of valuation of real estate and company stock. Industries that have been served through the years have included manufacturing, construction, retail, distribution and professional service including medical practices.
Sizes of companies have ranged from under $1M local company to a $65MM multi state construction company.
Professional Credentials
Mr. Laird is a Certified Public Accountant, Accredited in Business Valuation, and a Certified Valuation Analyst.
Education
Bachelor of Science Degree in Finance – Ferris State University
Dates
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Wed, Oct 29, 2025 - 10:00 AM to 10:56 AM EDT
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Thu, Nov 20, 2025 - 1:00 PM to 1:56 PM EST
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Wed, Nov 26, 2025 - 10:00 AM to 10:56 AM EST
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Sat, Dec 20, 2025 - 1:00 PM to 1:56 PM EST
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Wed, Dec 31, 2025 - 10:00 AM to 10:56 AM EST
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Tue, Jan 20, 2026 - 1:00 PM to 1:56 PM EST
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Wed, Jan 28, 2026 - 10:00 AM to 10:56 AM EST
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Fri, Feb 20, 2026 - 1:00 PM to 1:56 PM EST
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Wed, Feb 25, 2026 - 10:00 AM to 10:56 AM EST
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Fri, Mar 20, 2026 - 1:00 PM to 1:56 PM EDT
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Wed, Mar 25, 2026 - 10:00 AM to 10:56 AM EDT
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Mon, Apr 20, 2026 - 1:00 PM to 1:56 PM EDT
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Wed, Apr 29, 2026 - 10:00 AM to 10:56 AM EDT
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Wed, May 20, 2026 - 1:00 PM to 1:56 PM EDT
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Wed, May 27, 2026 - 10:00 AM to 10:56 AM EDT
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Sat, Jun 20, 2026 - 1:00 PM to 1:56 PM EDT
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Wed, Jun 24, 2026 - 10:00 AM to 10:56 AM EDT
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Mon, Jul 20, 2026 - 1:00 PM to 1:56 PM EDT
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Wed, Jul 29, 2026 - 10:00 AM to 10:56 AM EDT
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Thu, Aug 20, 2026 - 1:00 PM to 1:56 PM EDT
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Wed, Aug 26, 2026 - 10:00 AM to 10:56 AM EDT
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Tue, Sep 15, 2026 - 1:00 PM to 1:56 PM EDT
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Wed, Sep 30, 2026 - 10:00 AM to 10:56 AM EDT
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Tue, Oct 20, 2026 - 1:00 PM to 1:56 PM EDT
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Wed, Oct 28, 2026 - 10:00 AM to 10:56 AM EDT
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Fri, Nov 20, 2026 - 1:00 PM to 1:56 PM EST
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Wed, Nov 25, 2026 - 10:00 AM to 10:56 AM EST
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Sat, Dec 19, 2026 - 1:00 PM to 1:56 PM EST
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Wed, Dec 30, 2026 - 10:00 AM to 10:56 AM EST
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Wed, Jan 20, 2027 - 1:00 PM to 1:56 PM EST
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Wed, Jan 27, 2027 - 10:00 AM to 10:56 AM EST
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Wed, Feb 17, 2027 - 1:00 PM to 1:56 PM EST
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Wed, Feb 24, 2027 - 10:00 AM to 10:56 AM EST
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Mon, Mar 22, 2027 - 1:00 PM to 1:56 PM EDT
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Wed, Mar 31, 2027 - 10:00 AM to 10:56 AM EDT
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Tue, Apr 20, 2027 - 1:00 PM to 1:56 PM EDT
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Wed, Apr 28, 2027 - 10:00 AM to 10:56 AM EDT
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Thu, May 20, 2027 - 1:00 PM to 1:56 PM EDT
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Wed, May 26, 2027 - 10:00 AM to 10:56 AM EDT
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Wed, Jun 23, 2027 - 1:00 PM to 1:56 PM EDT
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Wed, Jun 30, 2027 - 10:00 AM to 10:56 AM EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For
Accountants or attorneys who have not worked much with the appraisal world yet have interest or need to know more about it. Also, business owners would benefit a lot from this course by learning how to increase the value of their appraisal when they want to gift or sell their business.
Original Recording Date 12/1/2023
Yellow Book No
Course Developer Laird Valuations
Date Added to Catalog 10/2023
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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