Special Edition Webinar: Introduction to Valuations
Your client has spotted an opportunity to purchase an existing business. The seller has provided a valuation report to support the asking price and they want to know if this is reasonable. Join us as we discuss what you need to consider.
Description
Your client has spotted an opportunity to purchase an existing business. The seller has provided a valuation report to support the asking price and they want to know if this is reasonable. Join us as we discuss what you need to consider.
This webinar will provide an introduction to what’s involved in the valuation of an SME and will give you a basic understanding on when a valuation may be required. You will gain an insight into the information that is typically used in the preparation of a valuation report. This will assist you in being able to critically review a valuation.
Who should attend: This webinar is aimed at Intermediate level staff who are beginning to develop their skills and understanding of this topic. Senior staff may however find this as a good refresher.
This webinar will cover:
- What is an SME
- How is an SME typically valued
- Does a valuation of shares differ to a business valuation
- What constitutes value
- Reporting format of a valuation - the “must haves”
- A case study of a basic valuation report to illustrate these concepts
Presenters
Carole Adair
Partner, Polson Higgs
Carole is a Partner at Polson Higgs, focusing primarily in our Business Advisory division, where she works with a wide range of clients in both the commercial and rural sectors.
Carole enjoys working with all of our clients and ensuring their financial matters are easy to understand. Bringing her expertise in taxation, compliance work, structuring and succession planning, Carole works closely with her clients to help them develop their businesses.
A firm believer in always learning, Carole is involved in the internal training of staff, ensuring she and the team are always up to date with changes in legislation.
Courtney Adams
Manager, Polson Higgs
Courtney is a Manager at Polson Higgs and oversees the Business Systems Solutions Division. Courtney works with a variety of clients, assisting with compliance requirements and training on the use of various accounting systems.
Who should attend?
This webinar is Senior Account/Manager level
CPD Hours and Recordings
1 CPD hour