Small Family SME Business Valuations – White Paper Insights – Judgement & Data
Overview
Five factors that are key to providing Replicable & Defensible Small-Family-SME Business Valuations.
AUS/NZ Small-Family-SME business advisers will deepen their knowledge of the principles & data that underpin a business value.
They will also learn how new non-financial KPI data is changing the landscape for Business Valuation services.
Key insights:
- 42% of owners don’t know what their business is worth.
- 84% have a value gap risk.
- Five compliance factors:
1. Multiple methodology.
2. Risk-Profit-Value Driver analysis.
3. Comparable business data.
4. Validating assumptions – financial & non-financial.
5. Standards Compliance & Independence.
- Critiquing a third-party valuation.
- Compare, review & update current valuation processes.
- Lower risks.
- Grow restructuring services, engage succession, sale & exit clients.
Also includes access to the following documents:
- Known Concerns, Risks and Flaws ARTICLE AND CHECKLIST.
- Case Studies – Rule of Thumb Multiples and Non-Financial KPIs
.
Learning Outcomes:
Close a SME business owner(s) education & value gap risk.
Deeper knowledge of the principles & data that underpin a business value.
Higher awareness of five factors to provide compliant valuations.
Update advice processes to enhance the quality & depth of valuation services.
Understand how non-financial KPI data is changing the landscape of SME valuations.
Reduce risks by addressing current concerns & flaws.
Grow restructuring services & engage succession, sale & exit clients.
Suited to:
Any adviser to Small-Family-SME business owner.
This includes Accountants, Financial Planners, Lawyers & other advice businesses.
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – Small Family SME Business Valuations – White Paper Insights – Judgement & DataVideo
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Grant BloxhamBstar
is a data mining specialist for AUS/NZ Small-Family-SME businesses. He is considered an accounting industry thought leader, is the co-author of the ‘Judgement & Data’ White Paper & was the lead in securing Microsoft support for the Data Mining App.
Over the last 25 years, Bstar has gained the trust & respect of accountants and financial advisers by offering automated business valuation, advisory & accountability App. solutions, sharing industry knowledge/expertise & strategies that boost practice profit/values.