Advanced Topics In Business Valuation | 4193851C

Date :
December 9, 2019 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Conference Room C - Burlingame
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Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
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This course will include essential knowedge for anyone preparing or using business valuations. Take a deep dive into several essential business valuation topics. 


Gain a more advanced understanding of several business valuation topics that are typically not covered in-depth in many business valuation courses.

Major Subjects:

    • Cost of Capital estimation
    • Modeling various methods under the income approach
    • How to effectively use the market approach in your valuation
    • Valuations for marital dissolution purposes
    • Dissenting shareholder and partnership valuations
    • Valuations of professional service companies
    • Complex issues in determining discounts for lack of control and marketability.

    Advanced Prep:


    Misc. Information:

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    Level of Difficulty:
    Field of Interest:
    Specialized Knowledge

    Attendees should have a basic understanding of business valuation approaches and methods.

    Designed For:

    Anyone whose practice includes the valuation of a business or a business ownership interest.


    James A Andersen, ABV, ASA, CPA
    James A. Andersen, CPA/ABV/CFF, ASA is a partner with Hemming Morse, LLP. For over 30 years, he has been involved in more than 800 business valuation and litigation assignments and has testified as an expert witness in various counties throughout California. Andersen’s business valuation experience has included assignments for merger and acquisition transactions, buy/sell agreements, dissenting shareholder actions, marital dissolutions, and estate and gift tax. Andersen is a past chair of CalCPA’s Forensic Services Section’s Business Valuation Section and was a board member of the Forensic Services Section Steering Committee from 2002-2015. He also chaired the 2008 AICPA/ASA National Business Valuation Conference. Andersen is an instructor for both the AICPA and CalCPA Education Foundation on various business valuation, business succession planning, and litigation topics.
    Claudia J. Stern, ABV, CFF, CPA/ABV/CFF

    Claudia Stern is a principal in the forensic and financial consulting services group at Hemming Morse. She has worked on numerous business valuations, forensic accounting engagements and economic damages matters involving a wide range of industries. Stern’s valuation experience includes dissenting shareholder and partner actions, mergers and acquisitions, family law and estate and gift matters. Her forensic accounting engagements have included breach of fiduciary duty claims, fraud, bankruptcy, alter ego and malpractice actions.

    No Agenda or Materials posted.


    Corporate Finance Associates