Get to understand how valuations work

Valuation workshops


The content or our valuation workshop is interactive and participants can actively participate in the small class sizes (we limit the workshops to eighteen participants). Our valuation workshops will help participants develop an understanding of business valuations. We have confirmed with SAICA that our workshops will contribute towards your SAICA CPD points.

Prerequisites of participants attending this course

  • A thorough knowledge of accounting is essential and participants must be familiar with and have the ability to navigate MS Excel and be computer literate. **Important** all participants to bring their own laptop with MS Excel installed to the workshop.

Workshop Agenda

  • A thorough knowledge of accounting is essential and participants must be familiar with and have the ability to navigate MS Excel and be computer literate. **Important** all participants to bring their own laptop with MS Excel installed to the workshop.
  • Getting organised
  • Introductions
  • The big picture
  • The concepts of value
  • The various approaches used
  • The six steps for undertaking a valuation
  • Valuation process
  • Valuation mathematics
  • Evidence required
  • The valuation procedure
  • The valuation report
  • Wrapping up the assignment
  • Three hands-on case studies
  • Applying the approach to listed companies

Times

Workshops commence at 07h30, morning tea/coffee is at 10h30, working lunch at the venue is from 13h00 to 14h00, afternoon tea/coffee is at 16h00 and the workshop formally ends at 17h30. This is a one day workshop.

Venues

In Johannesburg we use the facilities of Blackheath Manor (www.blackheath-manor.co.za) and in Cape Town we use the Awali Lodge (www.awalilodge.com). Directions are sent to applicants prior to the workshop. Both venues have accommodation facilities.

Fees

The fee for the one day valuation workshop is R6500 per participant (exclusive of VAT).