4 CPE This 4 credit hour course, taught by Garland Granger, CIA, CPA, CFE, covers topics pertaining to business ownership. This covers the financial and/or tax aspects of starting a business, selling a business, determining and obtaining the proper value for a business, and leaving a business you are part of.
In this course you will discover a variety of techniques to value a business, discover how negotiations should take place and the best people for that process within your company, and explore closing the deal and financing.
Learning Objectives
- Discover a variety of techniques to value a business.
- Discover how negotiations should take place and the best people for that process within your company.
- Explore closing the deal and financing.
Last updated/reviewed: March 21, 2024
23 Reviews (80 ratings)
Reviews
Anonymous
(CPA, CFE)
This was my first instructor-led course on Illumeo and I was engaged the entire time. I wrote down Garland’s name in my notes so I would remember to look him up afterwards. Loved the enthusiasm he showed throughout the course; Absolutely top-notch! Im in the middle of guiding a client through a sale of a 30-yr old personal service corp and this course helped confirm and provide clarity on some of the items we are tackling. I plan on watching the rest of Garland’s course because he was that good!!
Charles Jones
(Sr. Financial Controlling Manager at Alpla, Inc.)
Nice overview of the assortment of issues and considerations in the sale of a business and valuation of the deal. The lecturer is one of my favorites so far, with a highly engaging style and a seemingly endless collection of personal stories to bring to help illustrate the subject matter. These stories are great -- I think I'd listen to some topics that I didn't otherwise care about just to get the stories....
George Laning
(CPA at George J. Laning CPA)
this was a great presentation and had a lot of good lessons and stories included which help you understand various buy sell and negotiation scenarios. The last lesson has the bulk of info on how to merge and it was jammed in. would be better if they went in to more detail in chapter 9 instead of rushing through it.
John Ball
(controller at CPP)
very interesting course without too much math and a lot of storytelling that gets across the main points - it is focused on small business rather than large deals where the complexities can become too much for a single overview
Anonymous
(CPA)
Great course on dealing with small business buyers and sellers, and Mr. Granger is an entertaining speaker. I agree with some other feedback that review questions, and a couple exam questions, had confusing wording.
Anonymous
(Director - Data Analytics, Sales and Pri..)
This was a great overview of the M&A process without getting too overly technical. I liked that a lot of the focus was on the softer negotiation tactics, as opposed to the very technical nuances of the M&A process
Cheryl Husmann
( at Smiling Aviation, Inc.)
There are several unique & advantageous ideas in this course on how to value a business & transfer ownership without incurring a huge tax bill. I will be noting these for future use.
Anonymous
(Director, Finance)
Great overview of the issues in valuation of a business, negotiating and structuring a business transition. Instructor is very knowledgeable and the materials are well done.
Anonymous
(Controller)
interesting course and the instructor is experienced in doing these. It was valuable for someone that has never negotiated a deal before. Good insights into how it works.
DEBORAH CAYLOR
(Accounting Manager at self)
Very interesting and informative. Hope to be able to use this information. There are a lot of things to consider when buying a business and this course helps navigate.
Anonymous
()
very very good course......................................................................................................................................
David Morris
(CFO at Armstrong Transport)
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Anonymous
(Chief of Operations)
This is a great course with a great speaker. There is alot of book knowledge mixed in with personal experiences. It is a good combination.
Anonymous
()
The instructor is very personable and knowledgeable, and is able to tie in simple real world examples to the concepts presented.
Anonymous
(Sr. Director of Cost Management and Comp..)
Good summary course that provides an overview of key concepts and descriptions of business ownership transitions
Anonymous
(Controller)
Insightful and interesting material which helps understand factors to be considered during a sale of a business
Anonymous
()
A well-done course with good material. The background (written) course material was well-organized.
Danny Witt
(Sr. Financial Analyst at XXX)
Super cool information about buying and selling companies. Listen to every word. You won't regret it!
Anonymous
(Accountant)
I personally found this course be very informative and can see it can be applied to the M&A world.
Anonymous
(Senior Associate)
This was an engaging and interesting course and the instructor did a great job with the material.
Zachary Lockhart
( at Private Business)
Course was acceptable, well suited to those CPAs who work with or seek to own a small business.
Patrick Green
( at Patro)
Very good job of covering a complex topic thoroughly. Leveraged current environment.
Anonymous
()
Interesting and engaging information and presentation.
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
.
Garland GrangerInstructor
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