Understanding Financial Statements 

Presented by CapVal's Jane Tereba, ASA, CPA, CEPA


JOIN OUR COMPLIMENTARY LIVE WEBINAR

March 21st, 2024 // 12:00PM CST

    SIGN ME UP    

Presented by CapVal’s

Jane Tereba, ASA, CPA, CEPA 

Business owners use their financial statements to manage their businesses. As an advisor, it's important to have an understanding of financial statements so you can speak the language of business and have meaningful conversations with business owners. Whether you’re looking for a basic intro or want to deepen your understanding of how financial trends can uncover important insights for your clients, you’ll find value in this training.

Please join CapVal's Jane Tereba, ASA, CPA, CEPA on Thursday, March 21st from 12-1 p.m. CST to learn how to:

  • Read income statements and balance sheets to have a meaningful conversation. 
  • Identify why it’s the trends that tell the story, not a single period of financial information. 
  • Ask questions to get to the story behind the numbers.
  • Confidently meet with business owners to have a dynamic conversation with business owners that the average advisor is not having.
  • Understand the power of comparing your client’s performance to their industry peers.

*** This Webinar qualifies for 1 CLE credit ***

JOIN OUR LIVE WEBINAR

March 21st, 2024 // 12:00PM CST

SIGN ME UP

Capital Valuation Group has been helping business owners across the country understand, increase and unlock the value of their businesses for 50 years through keynote speaking, valuation analysis, determining damages and providing expert witness testimony.  Capvalgroup.com


REGISTRATION CLOSES IN:

-
Days
-
Hours
-
Minutes
-
Seconds

WHAT PEOPLE ARE SAYING...


I do not have any problem getting a business's financial statements and I know there are golden nuggets in there—I just don’t know where to find them.

- Nathan L., Financial Advisor