Webinars and Presentations based on “The Art of Business Valuation, Accurately Valuing a Small Business”

“Greg’s solo presentation, “Taxation in Mergers & Acquisitions”, was a potentially dry topic that he delivered in an engaging thoughtful manner. He also participated in our panel discussion and was able to deftly share his expertise. He is a dynamic speaker who presents useful information in an actionable and relatable manner, and we were lucky to have him.”

Cheryl Hyder, CPA, ABV, CVA, CFE
Northern Chapter of Virginia Society of CPA’s

“Greg adjusted his materials to fit our group.  He showed up early and was ready to go.  The presentation was lively and he provided examples and answered our questions clearly.  The group would be happy to have him again.”

Jeff Peisach, Treasurer
Maryland Commercial Lenders Association

Webinars, presentations, and courses by Greg Caruso are perfect for:

  • Continuing Legal Education (CLE)
  • CPA and Accounting Continuing Professional Education (CPE)
  • Business Valuation (CVA, ABV, ASA) Continuing Professional Education
  • And Many Other Groups

All webinars, presentations and courses are customized to fit your group’s requirements – experience level, allotted time and specific interest areas.

Current Topics in
Small Business Valuation,

including “Business Valuation in the Shadow of COVID-19”

Level: Introductory to Intermediate

Description: How business valuators are responding to current events such as COVID – 19 and current changes in methodology.

Results: Ability to produce or review business valuation reports that address recent changes in business valuation.

Time: 20 to 50 minutes

This Presentation will be modified to fit your group.

Critical Review of a
Business Valuation

Level: Introductory to mid-level for attorney, law, estate planning or other groups.

Description: How to review and critique a business valuation

Results: Apply basic valuation theory and how to assess for possible manipulation and gamesmanship in any business valuation.

Time: 100/120 minutes

For detailed information, click to download
this course’s Presentation Guide

Listening: The Key to Powerful Conversations

Level: All levels

Description: Listening is most important skill most of us never learn. Suitable for any group or person that wants to improve results from every conversation.

Results: Visibly improved relationships.  Meaningful positive outcomes from every conversation and negotiation.

Time: 50/60 minutes

For detailed information, click to download
this course’s Presentation Guide

Market Method, Selecting a Cash Flow and Balance Sheet Adjustments

Level: Intermediate to Advanced

Description: How to properly determine cash flow across the reviewed years to select a credible future cash flow.  Accounting adjustments, cut-offs, add-backs, weighting, and more will all be covered.

Results: Ability to develop comparable market data that stands up to critical review improving credibility and compliance.

Time: 50/60 minutes

For detailed information, click to download
this course’s Presentation Guide

Advising Small Business
Sellers and Buyers

Level: Introductory to Intermediate

Description: How you as an advisor can work with business owners preparing to sell and with buyers looking to buy small businesses.

Results: Ability to comfortably advise clients through the small business value building and purchase and sale process.

Time: 50/60 minutes or 100/120 minutes

For detailed information, click to download
this course’s Presentation Guide

Market Method, Selecting Comparable Private Company Data

Level: Intermediate to Advanced

Description: How to develop a strong and meaningful comparison set of private market comparables.  How to use charting and statistics to further understand and apply the data to improve valuation results.

Results: Ability to develop fully supportable cash flows for the market method and adjust the estimated cash flow value for balance sheet matters.

Time: 50-60 minutes

For detailed information, click to download
this course’s Presentation Guide