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10.20.17 - Valuation of Private Equities (Live Seminar) 8 CPE / 7 CLE

10.20.17 - Valuation of Private Equities (Live Seminar) 8 CPE / 7 CLE

Your Price $174.99
  • When:Friday, October 20th, 2017. 9:00 am to 5:00 pm EST
  • Location:Penn State Abington @611 - 1475 Old York Road Abington, PA 19001
  • CPE Credits:8 Finance CPE
  • CLE Credits:7 Substantive CLE
  • Delivery Method:Group Live
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.

Learning Objectives:
  • 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  
The Presenter:

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.


When: Friday, October 20th, 2017. 9:00 am to 5:00 pm EST
Where: Penn State Abington @611 - 1475 Old York Road Abington, PA 19001
Speaker: Tim Swift, Ph.D.
CPE Credits: 8 Finance CPE
CLE Credits: 7 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group-Live
Tech Support: Bill Kline Email: william.kline@ceworkshops.com or Phone: 267-251-3805


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.

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