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

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.

• 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

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