Business Valuation: Know How Much Your Client’s Business is Worth

Business continuity planning and how to build value for succession planning is a hot topic today. Advisors who can help will engage in relationships with many stakeholders and a vibrant, often emotional journey. 

If your client was looking for your assistance regarding mergers, a transfer of an ownership position, raising capital or sale of their business, would you know how to advise them properly?Knowledge Bureau’s Business Valuation for Advisors course is designed to help students understand the notion of value and the relationship between business transactions and value. It also is part of both the Master Financial Advisor: Business Services Specialist and Master Financial Advisor: Succession and Estate Planning Specialist programs. The course covers the key stages of the business transaction process and the implications of financial performance on value.

According to a CBC article about the art of business valuation, “…a good business valuation means gathering information…and lots of it.” In your capacity as the most trusted tax and financial advisor, it’s important to learn more about what information will be required and then provide purposeful planning towards the goals, as a certified professional.

Knowledge Bureau programs help students discover a wealth of information, particularly in this introductory business valuation course designed especially for tax and financial advisors.  You will learn how to differentiate between company-specific and market-based approaches to estimating value, as well as the strengths and limitations of these approaches; how to identify some situations that could impact value, including qualitative factors and market/industry developments; how to assist clients with the preparation stage of undertaking a business transaction, including corporate improvements to enhance value and “right time to sell” considerations; and much more.

This practical course will help you become a valuable resource to your clients when considering their business valuation issues. Understanding the key aspects of the closing and transition stage and the related implications for clients, as well as the nature of value and investment transactions, including the perspective of early stage investors, will arm you with all the information you need to recommend the solution that’s right for them. Click here for more information about Knowledge Bureau’s Business Valuation for Advisors course.

What Our Students Say:
“Great course for anyone looking to understand the importance of a business evaluator and the process that they use. I found the material to be well written and the flexibility of the course was a plus—to work at your own pace.” Todd W., AB

“I think all of the major areas of the subject were well covered. I could not think of any other questions I might have concerning the valuation process. This is an extremely worthwhile course for anyone in business. The value of knowing what the process is, and how important the factors involved are, would help any business leader to recognize the need for sound financial succession planning. I really appreciated the rapid response rate for Student Support—someone there is really on their toes!” Frank B., BC

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