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Business Ownership Transitions-Valuation To Closing The Deal

Buying, Selling, and Exit Strategies From Valuation to Closing the Deal.

Created byLambers Inc.
IntermediateUpdated Jan 21, 2025
Business Ownership Transitions-Valuation To Closing The Deal

What You'll Learn

  • check_circleDistinguish between Strategic and Financial type of acquisition
  • check_circleRecognize the 15 methods of valuation and how each is performed
  • check_circleIdentify who should/should not be included in the negotiations
  • check_circleIdentify the problems that buyers and sellers face during negotiations
  • check_circleIdentify the 3 types of legal forms in an acquisition
  • check_circleIdentify 10 ways of structuring a financial deal

About This Course

This course focuses on the practical application of what we do, as accountants. It is divided into two sections: the first examines how you should prepare for acquiring, selling, or merging with businesses. What should you think about in the years before you plan to engage in these deals? In the second section, we address what to do when you’re ready to move ahead with a deal, with questions such as: how do you structure a deal? How do you close a deal?

This course contains a total of 4 CPE QAS Self-Study credits, broken down into two fields of study. Field of Study: 2 Accounting CPE Credits + 2 Specialized Knowledge CPE Credits

In order to successfully complete this course, you must receive a grade of at least 70% on the Final Exam (20 multiple-choice questions). There is no limit to the number of attempts on the Final Exam.

Last updated/ reviewed: January 20, 2022

Course Content

3 activities • 9 videos • duration: 2h 25m

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Business Ownership Transitions: Buying, Selling, and Exit Strategies From Valuation to Closing the Deal-Part16 videos • 1 quiz • 1.5 hours
  • videocamLesson 1: COURSE OVERVIEW AND INTRODUCTORY DISCUSSION QUESTIONS
    Duration 22:32
  • videocamLesson 2: HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 1 - INTRODUCTION
    Duration 10:49
  • videocamLesson 3: HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 2 - VALUATION BASED UPON ASSETS
    Duration 10:35
  • videocamLesson 4: HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 3 - VALUATION BASED UPON INCOME
    Duration 23:13
  • videocamLesson 5: HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 4 - EXAMPLE DETERMINING BUSINESS VALUATION: The Kennedy Manufacturing Company
    Duration 14:09
  • videocamLesson 6: HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 5 - ARE THERE OTHER METHODS FOR DETERMINING A FAIR VALUE?
    Duration 8:36
  • quizQuiz 1
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Business Ownership Transitions: Buying, Selling, and Exit Strategies From Valuation to Closing the Deal-Part23 videos • 1 quiz • 55 min
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Final EXAM-Part11 quiz

Your Instructors

Lambers Inc.

menu_book100 courses
star4,591 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Garland Granger

MBA, CIA, CPA, CFE

Garland Granger is full time accounting Professor at Guilford College in Greensboro, NC. He worked for two years in banking, eight years in public accounting and has been teaching CPE and Review Course seminars professionally since 1995. Professor Granger is the primary instructor on the Lambers CPA Review Auditing Section and for the Lambers Certified Internal Auditor course. In addition he is featured on many of the Lambers CPE Course offerings. His primary focus is financial accounting issues, fraud, and internal controls. He believes that continuing education should be practical and informative as well as enjoyable. His teaching style is interactive and he enjoys using hands-on examples to reinforce his points. His sense of humor and his interactive teaching style make his seminars fun and helpful for improving the skill level of each participant in a practical manner.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
171 reviews
  • PH
    Phil H.
    starstarstarstarstar

    Tax rules are different in Canada. Course was great otherwise.

  • HC
    Hongwei C.
    starstarstarstarstar

    good material

  • EH
    Eva H.
    starstarstarstarstar

    Instructor is well prepared, notes and examples are easy to follow.

  • LF
    Laura F.
    starstarstarstarstar

    This was an excellent course. The presenter was very engaging and made a complex topic understandable even for those with little experience in M&A. You can tell he really has a passion for what he does! My only constructive feedback would be that it does seem dated in terms of some the points made around "typically men are more prone to be tied to their jobs and work longer" and wanting to take the wife along for dinner as if all business owners are men.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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