Discover the type of business valuation clients need with:
Business Valuation Through the Value Acceleration Methodology
Course Overview
Business valuation is fundamental to the exit planning process. But the concepts behind it are often misunderstood and misapplied.
The Business Valuation Through the Value Acceleration Methodology course was created to take attendees through an exploration of business valuation as a continuum. Attendees complete the course with a better understanding of the different valuation solutions that can be used with clients, when to use certain tactics, how to choose the best partners for your team, and be a better partner yourself.
Attendees will gain further knowledge on:
- Business Valuation as a Continuum
- Defining "valuation" and understanding the client lifecycle
- Valuation Solutions
- Analyzing different scenarios
- Calculation of Value vs. Opinion of Value
- Valuation Partners
- Exploring the benefits of a centralized valuation partner
- Covering what you should look for in your own partner
This course is approved for Continuing Education credit at the following organizations:
Course Details
EPI Academy Brochure
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Course Curriculum:
LEARN THE BUSINESS VALUATION PROCESS
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About the Instructor
As the President of Quist, Shina Culberson brings over two decades of financial and valuation experience to her leadership and guidance of the firm. Known for her direct style and laser focus, Shina specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes.
Prior to joining Quist, Shina was an Equity Analyst for Cohen Independent Research Group where she provided security valuation and investment recommendations on public companies in the biotech, high-tech, and entertainment industries. Additionally, she served as a Director at Charles Schwab Investment Management where she managed the International Credit Research Team covering international financial institutions and emerging market Asia and Latin America sovereign investments. The team covered over 50 debt issues and had oversight responsibility for approximately $32 billion in portfolio holdings.
Shina is a Certified Exit Planning Advisor and is a faculty member for the Exit Planning Institute teaching the valuation section of EPI’s certification course. Shina is also President of EPI’s Rocky Mountain Chapter where like-minded professionals collaborate to ensure better outcomes for business owners in transition and exiting their businesses.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Shina graduated with a bachelor’s degree in Economics from Claremont McKenna College, holds the CFA designation, and is a member of the Society of Analysts in Denver.