REGISTRATION CLOSES IN:
Presented by CapVal’s Jane Tereba, CPA
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, CPA, on Thursday, March 18 from 12-1 p.m. CST to learn how to:
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
Capital Valuation Group has been helping business owners across the country understand, increase and unlock the value of their businesses for over 45 years through keynote speaking, valuation analysis, determining damages and providing expert witness testimony. In 2018 our team set out to develop the BTA+Valuation online tool to provide a user-friendly way for business advisors to have a unique conversation with business owners and provide a reliable conclusion of value that can be used for planning. Along the way we added some bells and whistles including peer benchmarking and industry information from IBISWorld data and trend analysis to share with business owning clients.The tool can be used whenever you need it—from your desk, on your schedule. Elevate your business conversations.