CPAs and attorneys are often required to provide expert advice pertaining to mergers and acquisitions, ownership disputes, estate, gift, and income taxes, marital dissolution, buy/sell agreements, FLPs, and financial reporting. The quality of this advice, in many cases, is directly linked to the understanding of private business valuations.
- Review the fundamentals of business valuation and financial analysis
- Highlight key factors/inputs in valuations
- Examine current literature/court cases that set the stage for current valuations
Dr. Tim Swift is an Associate Professor of Strategic Management, serving at St. Joseph’s University in Philadelphia, PA since 2008. He holds a Ph.D. in strategic management, an M.B.A. in financial management, and is a Certified Valuation Analyst (CVA). He has fourteen years of senior management experience in the telecommunications and high-tech industries. A few years ago, Tim learned that his doctoral degree afforded him the credibility to serve as an expert witness; he has been asked to conduct several business valuations for Philadelphia area attorneys. He is now the Proprietor of The Swift Group, LLC, a consulting firm that provides business valuation and strategic management consulting services. Dr. Swift’s research focuses on technology and innovation management. He has been published in the top academic journals in his field, such as Strategic Management Journal and Research Policy.
||Friday, October 20th, 2017.
9:00 am to 5:00 pm EST
||Your home or
||Tim Swift, Ph.D.
||8 Finance CPE
||7 Substantive CLE / 6
Substantive CLE (PA)*
||Bill Kline Email:
firstname.lastname@example.org or Phone: 267-251-3805
* McDevitt and Kline's live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.