Course description
This useful 1 hour webinar will be of interest to auditors and tax advisors who wish to gain a greater understanding of the specialised and complex field of valuating SMEs.
The course will cover occasions for valuing companies and their shareholdings; tax valuation and fair value distinguished from commercial value; value majority and minority shareholdings; and drafting valuation clauses in agreements and in a company's constitutional documents.
You'll learn about tax planning and negotiating share valuations with tax authorities, corporate worth and planning for retirement, and selling in the open market or establishing value for capital raising purposes. The webinar also covers: what to do when the owner wants to know the value of his/her company; shareholder disputes; matrimonial matters; valuation clauses in Articles of Association or Shareholder Agreement; and much, much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
There are many situations when proprietors and directors will require an expert valuation of their company or shareholding including:
- The owner wants to know the value of his/her company
- Selling in the open market or establishing value for capital raising purposes
- Tax planning and negotiating share valuations with tax authorities
- Corporate worth and planning for retirement
- Succession planning and selling a majority or minority shareholding to management or family
- Offering share incentives (options) for key people and staff
- Shareholder disputes
- Matrimonial matters
- Valuation clauses in Articles of Association or Shareholder Agreement
This webinar will be of interest to auditors and tax advisors who wish to gain a greater understanding of this specialised and complex subject.
What You Will Learn
This webinar will cover the following:
- Occasions for valuing companies and their shareholdings
- Tax valuation and fair value distinguished from commercial value
- Value majority and minority shareholdings
- Drafting valuation clauses in agreements and in a company's constitutional documents
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...