Business Valuation Principles and Planning for General Tax Practitioners (BVPP)

Sandra R. Klevan, CPA/ABV, CFF, Brian Sarkis, Benjamin Westcott, CFA, Michael J. Tucker, JD, CPA
  • 3
  • Basic
  • Taxes

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
Click here for details.


Knowledge of business valuation principles allows tax practitioners to better assist clients with buying or selling a business or an interest therein, estate tax planning, creating a buy-sell agreement or dealing with a shareholder dispute, a divorce or the death of an owner. This program will prepare practitioners to better assist clients with business valuation and sale.

Major Topics:

  • Business valuation methods
  • When a valuation of a closely held business is needed
  • Governing bodies, training and certifications in the profession
  • Standards and premises of value
  • Rules of thumb and industry valuation multiples – usefulness and limitations
  • Discounts for lack of control and marketability
  • The COVID-19 pandemic’s impact on business valuation
  • Common mistakes found in application of business valuation approaches
  • How accountants can help facilitate a business valuation

Learning Objectives

  • Understand business valuation principles and procedures
  • Be well-versed in the training and certifications needed to become a business valuation professional

Accountants who want to have a better understanding of business valuation in order to better assist their clients





Varies by state. Check back soon for details