Preparing Quality of Earnings Analysis 2024

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  • Date/Time
    • Jan 8, 2025
    • Sign In: 9:30am (MT)
    • Program: 10:00am - 1:00pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 3.00
  • Credit Type(s)
    • Accounting (3.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Intermediate
  • Fields of Study
    • Accounting

Description

This course is designed to introduce the Quality of Earnings report and analysis concept. You'll understand the parties interested in this kind of report, what it is used for, how and when it is prepared, and some of the basic concepts that underlie a Quality of Earnings report. We'll discuss the format and contents of the report, including "as reported" EBITDA, adjusted EBITDA, seller add-backs, out of period adjustments and non-recurring income and expense items. The class will include a comprehensive example illustrating these concepts.

  • Presenters - Nancy Ann Rix
  • Designed For

    Designed For: CPAs, corporate accountants and M&A professionals
  • Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Director; Sole Practitioner
  • Objectives

    • Recognize nuances including techniques for obtaining reliable information and measuring synergies.
    • Determine how to confidently read a Quality of Earnings Report.
    • Identify how to advise clients about basic concepts.

    Highlights

    • Uses of a Quality of Earnings Report
    • Information needed to prepare the report
    • Overlapping enterprise valuation concepts
    • Various adjustments to "as reported" EBITDA

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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