Expert Business Valuation Course – Market Methods for Small Businesses

Expert Business Valuation Course – Market Methods for Small Businesses

Market Method for Valuing Small Businesses and Advising Buyers and Sellers of Small Businesses are the two of the presentation topics for professional business valuators and financial advisors at an upcoming conference.

Greg Caruso, J.D., C.P.A.,C.V.A. will be presenting two morning continuing education courses at the New Jersey NACVA Conference on Wednesday, November 20, 2019 in Edison New Jersey (registration details below)

The first course, Market Method for Valuing Small Businesses, will cover the market method for use with small business valuation.  Emphasis will be on selection of comparable set, evaluating comparables based on profitability, charting and graphs, use of statistics, reviewing cash flow, estimating the value and, finally, adjusting the value based on balance sheet matters as compared to estimated comparables.

This course is an Intermediate level and attendees will be able to:

  • Identify SIC and NAICS codes and further useful sorts such as revenue and cash flow ranges in order to select valid market comparables
  • Differentiate between when to use SDE and EBITDA as an cash flow measure
  • List the strengths and weaknesses of the market method and how to adjust both the subject company data and the comparable date to reduce error
  • Describe the differences between the way DealStats records asset sales and stock sale transactions
  • Adjust the cash flow value found for variations in balance sheet assets and liabilities.
  • Be able to estimate a business value using the market method

The morning’s second course, Advising Buyers and Sellers of Small Businesses, will review how CPA’s, CVA’s and other advisors can best work with clients who are preparing to buy or sell a business.  Focus will be given to helping the client assess underlying needs and desires so they are prepared for the emotional strain of this type of life change.  Listening skills, negotiation skills, how to work with brokers and other participants will be discussed.

The objectives of this Intermediate level course are to

  • Identify issues and questions that lead to meaningful conversations about plan
  • List the steps in an organized transaction
  • Describe the elements to actively listen and engage with clients
  • List requirements for an SBA loan to finance a business

Click Here to R.S.V.P

Details:

8:00 a.m. to 4:30 p.m. (Continental breakfast,lunch and light refreshments served.)

Location
Hilton Garden Inn – Edison
50 Raritan Center Parkway
Edison, New Jersey 08837

$195

Earn up to 8 Hrs CPE

Click Here to RSVP

Click  here for more about NJ NACVA
Click here for more about NACVA  

 


Greg Caruso is an expert who works throughout the Mid-Atlantic with business owners to create and realize business value through business valuation, succession planning, and private company M&A. He is licensed in Maryland as an Attorney, Certified Public Accountant and Certified Valuation Analyst.
Over the past 15 years successfully completed over 50 business merger or sale transactions
He has been an advisor on acquisitions, exit strategies, and valuations of over 250 firms.
He is Editor-In-Chief of “Around the Valuation World” the two most interesting hours in business valuation, a monthly webinar produced by the NACVA

 

Greg Caruso to Speak to Financial Service Professionals on Business Valuation

 

“Succession & Exit Planning” Course

Please join Financial Service Professionals (Baltimore Chapter) on Tuesday, April 3rd for a continuing education seminar presented by Gregory Caruso, JD, CPA, CVA from Harvest Business Advisors.

This presentation will look at how business value is created, measured, and transferred. Opportunities for planning and increasing value throughout the process will be highlighted.

Greg Caruso - Harvest Business AdvisorsGreg Caruso is an expert who works throughout the Mid-Atlantic with business owners to create and realize business value through business valuation, succession planning, and private company M&A. He is licensed in Maryland as an Attorney, Certified Public Accountant and Certified Valuation Analyst.

Over the past 15 years successfully completed over 50 business merger or sale transactions
He has been an advisor on acquisitions, exit strategies, and valuations of over 250 firms.
He is Editor-In-Chief of “Around the Valuation World” the most two interesting hours in business valuation, a monthly webinar produced by the NACVA

2 CE Credits for Maryland L&H and CFP

Click Here to RSVP

When you RSVP, please indicate all industry organizations in which you hold membership; e.g., SFSP, NAIFA, FPA, CPCU, BAHU etc. If none, please note “none”.

Tuesday, 4/3/18
8:00am: Continental Breakfast & Networking
8:25am: Announcements
8:30-10:30am: CE Program

Location
PSA Learning Center
11311 McCormick Road,
Suite 500
Hunt Valley, MD 21031

Click Here to RSVP

Click  here for more about Financial Service Providers Baltimore Chapter
Click here for more about Financial Service Provider’s Sponsors

New Jersey Business Valuation Conference – Business Valuation, Forensics, Fraud Topics on the Schedule

New Jersey Business Valuation Conference – Summary of the Day

New Jersey Business Valuation, Forensics, Fraud Topics on the Schedule

Greg Caruso, Chapter President,  Tuesday, November 28, 2017.  For more information visit www.nacva.com.

7:30 AM –   Continental Breakfast and Registration open
8:00 AM – “How to Turn the Practice You Have…Into the Practice You Want!” Rod Burkert  (2 hours)
9:40 AM – Break, coffee, networking
10:10 AM – “Discount for Lack of Marketability” (First hour) and “What the IRS Looks for When Evaluating a Business Valuation Report” (Second hour)   Michael Gregory (2 hours)
 11:50 AM – Lunch – Full Buffet Lunch included
 12:50 PM – “One Twist is All it Takes – Preventing Fraud and Mismanagement In Government”  Joseph Petrucelli (1 hour)
1:40 PM  Quick Break
 1:50 PM  “Valuation of Cash-Intensive Businesses for Divorce Purposes and Related Forensic Analysis”  Stacy Statkus and Jean Han (2 hours)
 3:30 PM  Quick Break – Cookies / Coffee / Soda
 3:40 PM “Intangible Assets:  Identification and Common Valuation Approaches”  Joseph C. Hassan (1 hour)
 4:30 PM End of Day – Thank You

Clients choose Harvest Business Advisors for our accurate business valuations and our consistent ability to deliver a high price as part of a smooth exit transaction.
Harvest Business Advisors provides business brokerage, business valuation, and business succession planning services. We have extensive experience in the information technology and professional services, manufacturing, distribution, and contracting fields. We maintain offices in Maryland, New Jersey and Virginia. Connect with us at info@harvestbusiness.com or 443.334.8000 to discuss selling your business, ordering a business valuation or buying a business.

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