Mobile Edition

Cheap Stock Guide: Valuing Stock-Based Compensation for Privately Held Companies (4172882C)

Date:Wednesday, December 13, 2017
Time:11:30AM - 3:00 PM
(Registration at 11:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:4.0 Accounting and Auditing
Instructor: Allen W. Plyler
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:$120.00 FICPA Members, $180.00 Non-Members


Increase your knowledge and enhance skills through a review of the valuation and accounting issues addressed by the AICPA's Accounting and Valuation Guide and in case studies. Explore structured compensation transactions, employee compensation and owner equity exit plans. Also, dive into fair value of equity securities, factors to consider when performing a valuation, valuation impacts of planned IPOs, key issues of control, marketability and other associated valuation processes and analysis.

  • Identify key concepts of fair value of equity securities.
  • Determine factors to be considered when performing a valuation.
  • Recognize differences and approaches best suited for the valuation of equity securities in simple and complex capital structures.
  • Determine how to exercise caution surrounding the reliability of valuations.
  • Identify key control and marketability issues.
  • Discuss transactions that can be linked to private company equity.

Major Topics:
  • AICPA Accounting and Valuation Guide updates
  • Fair value of equity securities
  • Valuation factors
  • Valuation impacts of planned IPOs
  • Reliability of valuations

Who Should Attend:

CPAs and finance professionals handling valuation processes and analysis. Individuals interested in advising clients in private companies on valuing equity and equity like instruments based on the enterprise value of the private company.

General knowledge of stock transactions creating transfers of value as compensation for services. General knowledge of rights contained within financial instruments.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

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.