Overview

Business and share valuations (BSV) could be the new growth area for your accounting practice. Your firm can no longer just rely on traditional accounting work in order to be profitable. BSV services can deliver profits for your firm all year round and the profit margins are much bigger than plain financial statement preparation. Attend this half-day seminar to take up your share of the growing BSV market.

You can attract and retain new clients by offering BSV services for buying and selling businesses, declaring dividends, shareholder agreements, deceased estates and capital gains tax events.

The seminar will explore the three ways to value a business and when to select which method.

You will learn how to accurately value a business and make your clients happy. This means more profits for your firm.

Money back guarantee!

We guarantee that by the end of the seminar you will understand the terminology and different methods applied in valuing a business, as well as use of a proprietary valuation model to assist in placing a value on the targeted business.

Content

Part I: what is a business valuation?

• Introduction – why valuation?
• Definitions of terms used
• Drivers of valuation
• Sales growth or Return on Invested Capital

Part II: valuation techniques

• Level of value and the three valuation methods
• Discounted cash flow model
• The proprietary valuation workbook
• Single period capitalisation method
• Multiples – the market approach to valuation
• Cost or asset methodology
• Risk: Porters five forces and swot analysis

Part III: Closing and case study

• Closing and way forward
• Case study
  • Sample valuation report
  • EBITDA multiples

Presenter

Gavin Beretta

Financial Director, Finsolve

The presenter, Gavin Beretta, has over 30 years’ experience (local and international) in both medium and large organisations, in which he provided financial leadership to various management teams and served on a number of boards.

With strong experience in company valuations and operational finance, Gavin is Financial Director of Finsolve Accounting and Tax Solutions Pty Ltd, which provides financial and taxation services to businesses and professionals nationally, with operations in Cape Town, Gauteng and KZN.

Gavin is a member of Chartered Secretaries Southern Africa (CSSA), South African Institute of Tax Professionals (SAIT) and a licensed Independent Review Practitioner of the South African Institute of Professional Accountants (SAIPA). Gavin also has an association with the (ASA) American Society of Appraisers, based in the USA, which provides input and guidance on professional business valuations.

CPD

Attendance of the half-day seminar will accrue 4 + 1 hours’ CPD for professional members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CSSA, ICBA, LSSA, FPI, and the IBA.

Complete a free online assessment at the end of the event and receive an additional CPD point.