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21WX-1557: Unlocking the Mysteries of Key Person Value (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Thursday, September 16, 2021
Time 1:00pm - 3:00pm
Central Time
Location Online
CPE credits CPE 2.0
Field(s)
of study
Finance - Technical (2.0)
Instructor Kevin Yeanoplos, CPA/ABV/CFF, ASA
Brueggeman and Johnson Yeanoplos, P.C.
Fees
Standard Member Fee $79.00
Standard Nonmember Fee $79.00

Description

The assessment of key person value has long challenged business appraisers. From identification to quantification, the challenge lies not in assigning a value to relationships, management abilities, experience, or inside knowledge, but to the person holding these intangible assets. In this session we critically examine what goes into determining a key person's value and how to adjust the final determination of value accordingly. Attendees will learn not only how to identify these key attributes, but also how to quantify their value, what empirical data suggests about their worth, what valuation standards say about key person discounts, and what the courts have said about each of the steps along the way. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Who should take this program?

CPAs, Estate planning attorneys, CEOs, CFOs, Board members

Major subjects

  • The major topics that will be covered in this course include:
  • How to identify the attributes of a key person
  • How to quantify the value of the attributes
  • How to understand the empirical data related to key person value
  • Apply valuation standards to a key person analysis
  • Review key court decisions regarding key person issues

Learning objective(s)

  • Determine how to analyze a key person's impact on the value of a business.

Notes:

Course code Code 21WX-1557
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. Working knowledge of finance
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.