8 CPE This 8 credit hour course, taught by Garland Granger, CIA, CPA, CFE. covers in depth the financial and/or tax processes behind starting a business, selling a business, and leaving a business you are part of.
In this course you will identify the reasons why a sale or purchase might fail, explore cultural differences between businesses and how to make different cultures work, explore key information a seller and buyer would be interested in knowing prior to the acquisition, discover how to gain a better understanding of due diligence beyond the numbers, recognize how to screen out bad companies, and discover how to examine cash flows as a method of pricing.
Learning Objectives
- Identify the reasons why a sale or purchase might fail.
- Explore cultural differences between businesses and how to make different cultures work.
- Explore key information a seller and buyer would be interested in knowing prior to the acquisition.
- Discover how to gain a better understanding of due diligence beyond the numbers.
- Recognize how to screen out bad companies.
- Discover how to examine cash flows as a method of pricing.
Last updated/reviewed: March 27, 2024
38 Reviews (161 ratings)
Reviews
Anonymous
(Partner)
I DID NOT LIKE THIS COURSE KKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK
Anonymous
(Consultant)
I like this course - I wanted to let you know I have completed all my CPE hrs and I really like your courses. Much better than previous home study courses I have taken. Your questions really make me have to think! I like the fact that the study guide is there for me all year and especially at tax time. I found a lot of info relating to my clients that I did not know before (or didn't remember). I will recommend your courses to all my tax preparer friends.
Thank you for all your help and the time you took with me.
Anonymous
(Freelance Writer)
Interesting subject matter and very engaging instructor. However, this course is somewhat repetitive, quite dated in its references and presentation technology, and the final exam is very poorly written (repeated questions, poorly phrased questions, and one question that was outright wrong).
Anonymous
(CPA)
Speaker is interesting and makes good comparisons. Cons: Final exam questions (21, 24 and 38) are not stated correctly. Most of the final exam questions are worded in a way that is not easy to
understand. Would have liked to see more written examples/real problems worked through.
Rene Galvan
(Broker at RGV Realty)
Very good presentation and I enjoyed the true "video" format. The personal stories help keep your attention. Much better than several of the other instructors that are simply reading a PowerPoint presentation.
Anonymous
(CPA)
This course covered a great deal of information. In addition to grammatical/spelling errors in the PDF document, several of the questions on the exam were confusing or misstated. One question was duplicated.
Anonymous
(Controller)
Very detailed and informative. Course material indicates that instructor is well informed on the subject. Instructor uses lots of personal examples which help better understand and remember the information.
Rodney Troyer
( at Wayne Garage Door)
This course is good for any accountant whether practicing in public or industry. Exiting a business is something that every owner needs to think about extensively, and few put enough thought into it.
Patricia Fisher
(CPA at Trish Fisher, CPA)
I liked the personal stories and many other examples the presenter used. It made it easier to remember information, A straightforward course. Made a lot of logical sense and I learned a lot.
Anonymous
(Accountant)
I really enjoyed the class. I can see myself referring back to the material in the future. There were some issues with the questions on the exam, but the class itself was well done.
Graydon Anderson
(Manager SDM at Apple)
questions were written very poorly. including grammatical errors. including incorrect seller/buyer usage for one question. proof reading the questions would have helped a lot.
Chris Fameree
( at Diligence Solutions Group, LLC)
It was a common sense enjoyable course; however, I agree not alot of specifics. Also exam was not overly professionally written and somewhat subjective in certain areas.
Anonymous
(CFO)
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Anonymous
(None)
Very comprehensive and detailed discussion around the anatomy of a deal, advantages and disadvantages to a variety of deals, risks and rewards to consider, etc.
Michael Hand
(CFO at various)
the lessons should show visuals (e.g., charts, graphs, etc....) not just the instructor speaking with hand and arm gestures.
Other wise, great material!
Brian McClain
( at 7038995309)
a couple questions did not make sense. Other than that the course was informative and gave good insight into the potential risks of business sales.
Anonymous
()
This was an excellent and interesting course. There was a lot of ground covered and the pdf material will be useful in the future. Thanks.
Ross Connor
( at HVAC Incorporated)
I liked this instructor. He had a good way of explaining the issues and it was especially pertinent to what I do as a professional.
Anonymous
(Assoc. Finance Mgr.)
Many questions were very difficult to understand and determine how to answer. There are typos in both the material and questions.
Anonymous
(Controller)
This is a great review of business transitions. It really helped to inform my current working situation, and likely will again.
Anonymous
(Finance Manager)
this is a vey well presented course by a very practical instructor with many great illustrations to bring the point home
Mark McCaghren
(VP of Finance and Accounting at Baseline Energy Services, LP)
Really enjoyed this course, as it has really good information for anyone who will be involved in a transaction process.
Lawrence DeParis
(Founder & CEO at C-Level Solutions LLC)
An excellent, knowledgeable teacher with great style and stories that facilitate the learning process. Recommended!!
Anonymous
()
Good review of some fundamentals related to entering or exiting small businesses. I enjoy the instructor's materials.
Jessica Spaulding
(Accountant at Firebirds Funding)
Very long course for the amount of material covered. The final exam had many unclear questions and mistakes/typos.
Gregory Timms
( at Self Employeed)
Very detailed and informative. Course material indicates that instructor is well informed on the subject.
Christian Bell
( at Pointsmith)
This was an excellent course and covered the main topics necessary when evaluating a potential exit.
Julia Kramer
(Financial Behavior and Leadership Consul.. at Signature Financial Planning)
I enjoyed the practical tips and techniques as well as the Mr. Granger's energy and passion.
Michael Savino
(COO-Owner at ITSco.com)
several mistakes on the exam questions, repeated question, key word missing in the question
Jon Clegg
( at Becoming Athletic, LLC)
The presentation was enjoyable and informative. Most of the test was just fine, too.
Anonymous
()
This is a long detailed course. good as always. keep up the good work illumeo.
George Laning
(CPA at George J. Laning CPA)
Very informative and well put together. Great course. I highly recommend.
Anonymous
(Semi-retired)
Great speaker! Enjoyed the presentation. Highly recommend to others
Anonymous
(Tax Consultant)
The instructor is very knowledgeable and has a great presentation style.
Anonymous
(SVP Finance & Accounting)
Very comprehensive course regarding business ownership transactions.
Anonymous
(Controller)
Great course content - solid overview and supporting materials.
Anonymous
(Police Officer)
Good course, I really learned a lot and got good value from it.
Anonymous
()
Good overview of key questions regarding selling a business.
Prerequisites
Course Complexity: Advanced
No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Course Questions and Answers1 Question
Garland GrangerInstructor
About Illumeo
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Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
© 2024 Illumeo, Inc.
Question 5 has the answers as part of the question and I think it even notes the correct answer.
Question 13 and 14 are the same.
Question 24 appears to be written poorly and should be reworded.