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CPE and CE Programs

SPARDATA’s president Brad Davidson is available to present a variety of continuing professional education (CPE) and continuing education (CE) programs. The organization hosting the event usually handles the CPE/CE paperwork or else for an additional fee of $35 per attendee, SPARDATA will subcontract the task to the Maryland Association of CPAs’ Business Learning Institute.

1. The Statement on Standards for Valuation Services: What It Means, How To Comply (2 hours)

This program is designed to familiarize participants with the AICPA’s Statement on Standards for Valuation Services. It introduces the key features of SSVS-1 and explains step-by-step how to comply with it. This program is ideal for CPAs who prepare “informal” and/or formal valuations, and any CPA whose clients include business owners. Taught at host’s location, it is ideal as a “lunch & learn” program. Attendees earn two Accounting and Auditing (A&A) credit hours. No prior valuation experience necessary.

2. Introduction to Business Valuation (6 hours)

This course is introductory and is designed for the individual knowing nothing or very little about business valuation. It introduces the participant to business valuation concepts, theory and application. Topics covered include:

  • Overview of Business Valuation
  • Business Valuation Standards
  • Getting Started
  • Appraisal Principles and Theory
  • Data Gathering
  • Data Analysis
  • The Three Valuation Approachs
  • The Market Approach
  • The Asset-Based Approach
  • The Income Approach
  • Discount Rates and Capitalization Rates
  • Premiums and Discounts
  • The Valuation Report

Taught at host’s location. Can be four, five or six hours. Attendees earn Specialized Training credit hours. No prior valuation experience necessary.

Click here for Brad Davidson’s resume.

Testimonials available on request.