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This course is a brief but thorough introduction to the process of valuing a business. How to react when a client asks you to appreciate their business; determine the purpose, standard, and premise of the valuation; what to ask for; how to start, and what adjustments to make to the client’s financial statements or tax returns that are provided to you.
We will also discuss the minimum amount of information you must receive, how to use the engagement letter to define the purpose and scope, and the due diligence process you should follow without auditing, verifying, or redoing the information the client provided.
Three sample valuations will be illustrated for attendees. We will not cover the actual report you would issue, but we will discuss the types of reports usually administered. We will demonstrate the process to provide the information to the client without delivering anything in writing. The information provided will be thoroughly practical and immediately usable to advise clients.
Learning Objectives:
- Define the purpose, standard, and premise of the valuation
- Determine how to use and what to accept in the financial data clients submit
- Identify a value to have a meaningful discussion with a client
- Determine “official” uses of valuation reports
Edward Mendlowitz, CPA
WithumSmith+Brown, PC
Partner
[email protected]
(732) 828-1614 x5616
Ed is a partner in Withum’s East Brunswick, NJ, office and has over 40 years of public accounting experience. He is a licensed, certified public accountant in New Jersey and New York. He is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). Ed is also admitted to practice before the United States Tax Court and has testified as an expert witness in federal and state court regarding business valuations.
A graduate of City College of New York, Ed earned his bachelor of business administration degree. He is a member of the AICPA, the New Jersey Society of Certified Public Accountants (NJSCPA), and the New York State Society of Certified Public Accountants (NYSSCPA). Ed was a founding partner of Mendlowitz Weitsen, LLP, CPAs, which joined Withum in 2005. Currently, he serves on the NYSSCPA Estate Planning Committee and was chairman of the committee that planned the NYSSCPA’s 100th Anniversary. The author of 16 books, Ed has also written hundreds of articles for business and professional journals and newsletters. He is the contributing editor to the Practitioners Publishing Company’s 1998/1999 706/709 Deskbook and the AICPA 2004 edition of The Management of an Accounting Practice Handbook. He is on the editorial board of Bottom Line/Personal and Tax Hotline financial newsletters. Appearing regularly on television news programs, Ed has also been quoted in numerous major newspapers and periodicals in the United States. He is the Lawler Award recipient for the best article published in 2001 in the Journal of Accountancy.
Ed is a frequent speaker to many professional and business groups, including the AICPA, NJSCPA, NYSSCPA, American Management Association, the National Committee for Monetary Reform, University of Medicine and Dentistry in NJ, and many more. For 11 years, he taught financial analysis courses, corporate financial policy and theory, monetary and fiscal policy, and managerial accounting in the MBA program at Fairleigh Dickinson University.
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