Help & Contact: 1 866 953 4769
This course is for you if
You provide tax services to corporate clients and business owners
You are a professional looking to update your skills
You are training staff
Overview
The fifth course in the DMA™-Family Business Services Specialist Designation.
The objective of this course is to provide an overview of the fundamentals of business valuation, enabling advisors to understand the key concepts in this important area and assist clients in facing various types of business transactions, including mergers, transfer of an ownership position, sale of a business, or raising capital.
What you will learn
The course will enable you to understand the notion of value and the relationship between business transactions and value. You’ll be able to identify some situations that could impact value, including qualitative factors and market/industry developments.
You’ll assist clients with the preparation stage of undertaking a business transaction, including corporate improvements to enhance value and “right time to sell” considerations.
You’ll be able to identify the key aspects of the negotiation and due diligence processes, as well as the relationship to value.
This program was very challenging and the information contained was valuable to me in my practice. I plan to keep my journal nearby as a reference when required. This is a very valuable program for anyone in private practice.
-Heather McLeod, NS
Scope of the course
- Introduction to the Notion of Value
- Valuation Approaches: Company Specific
- Valuation Approaches: Market-Based
- Valuation Considerations: Issues that Could Impact Value
- Business Transactions: Preparation Stage
- Business Transactions: Negotiation and Due Diligence Stage
- Business Transactions: Closing and Transition Stage
- Value and Investment Transactions
- Financial Performance and Valuation Implications
- Selected Topics in Valuation
What is included
- Tax deductible tuition fees
- Potential for Canada Training Grant or other Government programs
- Personal consultation and virtual campus orientation
- Practical case studies using well-known professional software
- Lesson plans and study plans
- Calculators and tools you can use immediately
- Personal instructor support by email
- Testing and certification
- Comprehensive Knowledge Journal
- CE/CPD accreditation by various professional bodies
- EverGreen Explanatory Notes - Online Research Library
