Programs & Courses

Business Valuation for Advisors

Succession & Estate Planning

By: Jenifer Bartman

Business Valuation for Advisors

PROGRAM: Succession and Estate Planning Specialist

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 business, or raising capital.

CONTENT DESCRIPTION AND KEY CONCEPTS:

This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues. Key concepts include understanding the notion of value, company specific and market based approaches for estimating value, the key stages of the business transaction process, value and investment transactions, and the implications of financial performance on value.

CERTIFIED SKILL SETS: This course will enable the student to:

  • Understand the notion of value and the relationship between business transactions and value.
  • Differentiate between company specific and market based approaches to estimating value, as well as the strengths and limitations of these approaches.
  • Identify some situations that could impact value, including qualitative factors and market/industry developments.
  • Assist clients with the preparation stage of undertaking a business transaction, including corporate improvements to enhance value and “right time to sell” considerations.
  • Identify the key aspects of the negotiation and due diligence processes, as well as the relationship to value.
  • Understand the key aspects of the closing and transition stage and the related client implications.
  • Understand the nature of value and investment transactions, including the perspective of early stage investors.
  • Understand the valuation implications of ongoing financial performance and how advisors could assist clients during periods of diminished financial performance.

PRACTICE MANAGEMENT THESIS: To test the learning process, the student will answer multiple choice questions and work through a mini true-to-life case study.

KNOWLEDGE BUREAU TOOLS INCLUDED:

MARKS ALLOCATION:

Quizzes 40%
Case Studies 30%
Final Exam 30%
Passing Grade 60%
Honours Achievement 90%

 


CE Credits

CE Credits
Knowledge Bureau 30 CPE credits

Table of Contents

Chapter 1:
Introduction to the Notion of Value
Chapter 2:
Valuation Approaches: Company Specific
Chapter 3:
Valuation Approaches: Market Based
Chapter 4:
Valuation Considerations: Issues that Could Impact Value
Chapter 5:
Business Transactions: Preparation Stage
Chapter 6:
Business Transactions: Negotiation and Due Diligence Stage
Chapter 7:
Business Transactions: Closing and Transition Stage
Chapter 8:
Value and Investment Transactions
Chapter 9:
Financial Performance and Valuation Implications
Chapter 10:
Selected Topics in Valuation

What Graduates 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! I am enrolled in the Master Financial Advisor program and look forward to the remaining courses. Frank B., BC