Overall this presentation will allow the participants to be better resource for their clients when a business valuation is involved and to have this knowledge as a tool in their CPA’s tool box so Keep Calm and Value On!
The learning objectives are:
1. To provide a broad overview of business valuation to be able to advise clients on when a valuation might be appropriate, and the roles of a CPA and independent business valuation expert.
2. To learn about the considerations of determining value of a business enterprise.
3. To learn about three main ways to value an enterprise and some of the ancillary factors which can impact value.
Baria Jaroudi, Briggs & Veselka
Baria is a manager in the Briggs & Veselka valuation practice, in which she focuses primarily on providing business valuation for closely–held and middle market businesses. She provides business valuations for variety of purposes, including estate planning, gift taxes, divorce, and corporate planning. Baria also reviews other experts’ valuation reports, reviews goodwill impairment, and purchase price allocations. She serves as the current business valuation practice chair at BKR international and current BVFLS chair of the TSCPA. She also serves on the grading committee and conference committees for NACVA. Her role includes mentoring CVA candidates and providing guidance in the process of obtaining the CVA designation. Baria is part of the editorial board of the TSCPA Today’s CPA magazine and our current membership chair of AWSCPA.