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Exploring Business Valuation Fundamentals (BVF2)

Thursday, May 29, 2025
10:00 AM - 12:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

  • Format Webinar
  • Credits 2.00
  • Level Basic
  • Field of Study Specialized Knowledge (2)

$119.00


Overview

What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.

Major Topics:

  • What does value mean?
  • Technical vs. fundamental analysis
  • Intrinsic value
  • Other discounted cash flow models
  • Assumptions in the Gordon Growth Model
  • Valuations using free cash flows
  • Residual income model
  • Enterprise value
  • Value in mergers and acquisitions
  • Small business valuations and discounts
  • Advanced valuation models

Learning Objectives

  • Describe the factors affecting the value of a business
  • Compare and contrast market value, investment value, bankruptcy value, and going concern value
  • List the key differences between technical and fundamental analysis
  • Calculate intrinsic value using discounted cash flow methods, such as the GGM and the H-Model
  • Calculate intrinsic value using free cash flow
  • Calculate the gains and losses to the buyer/seller in a merger/acquisition
  • List key discounts when valuing privately held companies

Who should take this course:

Accounting and finance professionals who want to understand the concepts and theories behind business valuation techniques

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