Understanding Financial Statements 

Elevate your conversations with business owners.


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March 18th, 2021 // 12:00PM CST

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Are you looking to differentiate yourself and build relationships with business owners? 

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:

  • 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.

JOIN OUR LIVE WEBINAR

March 18th, 2021 // 12:00PM CST

SIGN ME UP

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.