Mobile Edition

Guiding Clients in the Private Equity Capital Market (4171536D)

Date:Tuesday, January 9, 2018
Time:9:30 AM - 5:00 PM
(Registration at 9:00 AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Accounting and Auditing
Instructor: Richard S. Savich
Vendor:California CPA Education Foundation
Course Level:Basic
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


Starting a business requires capital but how do you or your clients determine which funding option is the best fit? Gain the knowledge and tools to help clients make decisions regarding financing sources, prepare necessary financial statements and avoid common pitfalls. Gain specific insights into what venture capitalists and angel investors do; how they view potential investments; what kinds of deals they want; and how they ultimately exit as investors. Learn where to source the capital clients need, from seed investments to crowdfunding to expansion investing. All these topics will be discussed in the context of the JOBS Act and the Dodd Frank Act.

Additionally, explore how to expand your scope of service beyond tax, preparation, review and compilation by lending your financial expertise to investment firms that need assistance with due diligence projects.

Formerly titled: Finding Funding for Startups

  • Recognize the historical and current status of the private equity capital market, including venture capital and angel investing.
  • Determine how to prepare financial proposal packages for funding that meet AICPA standards.
  • Identify the pros and cons of venture capital, crowdfunding and angel investing in the context of the JOBS Act and the Dodd Frank Act
  • Identify the changes to AICPA accounting standards that relate to prospective financial statements.
  • Determine resources to help your clients find the capital they need to start and expand their businesses.

Major Topics:
  • Private equity market: yGesterday and today
  • What venture capitalists and angel investors look for
  • Crowdfunding
  • Outside funding financial statements proposal
  • Accounting standards affecting prospective financial statements, preparation, review and compilation
  • Exit strategies and accounting implications

Who Should Attend:

CPAs, CFOs, board members, controllers for smaller companies, financial advisers, bankers, attorneys and investment analysts.


Advanced Preparation:


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Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.