Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Accountants often need basic business valuation knowledge and skills to assist their clients or employers. This seminar provides participants with practical insight into business valuation. Participants will learn about and apply various valuation tools such as the capitalized cash flow (CCF) approach and the discounted cash flow (DCF) approach to business case studies. The seminar also focuses on business valuation interpretation and the mechanics of the valuation process under an asset approach, income approach, and market approach.
This course will provide participants with the basic tools for approaching a business valuation. Whether they are assessing the reasonability of a transaction (e.g. a market transaction or a tax initiated process) or providing advice on a potential transaction, this course will provide candidates with the basic knowledge of what to look for, and where to be cautious. It will also provide candidates with a means of triangulating valuation conclusions in order to cross-check preliminary findings. The course utilizes a detailed case study that builds upon itself for each module that allows for practical application.
Topics Include:
- Overview and application of valuation methodologies, including income approaches, market approaches, and asset approaches
- CCF and DCF valuation techniques and their application
- The calculation of maintainable earnings
- The determination of capitalization and discount rates
- A comparison of enterprise value and equity value
- Market valuation approaches using equity value and enterprise value multiples
NOTE: No updates or changes were made to the 2026 version of this course. If you completed the course in 2025, please be advised the 2026 course material has not changed. If you have any questions, please contact pdevents@cpaontario.ca.
Schedule
- November 16, 2026, 8:30 a.m. - 12:30 p.m.
- November 17, 2026, 8:30 a.m. - 12:30 p.m.
Key Takeaways
Upon completion of this course, you will learn how to:
- Assess when to value the assets of a company individually versus when to value an enterprise as a whole.
- Create a bridge between enterprise value and equity value, including the impacts of redundant assets and debt-like items, as part of a valuation exercise.
- Calculate the cost of capital for a company, including: cost of equity, cost of debt and weighted average cost of capital, when formulating discount rates.
- Ascertain relevance between a subject company to value, comparable public companies and precedent transactions when triangulating value in a secondary approach.
- Utilize the basics concepts of specific valuation standards in a mock valuation engagement.
Who Will Benefit
While this seminar may be useful for any finance professional, the course targets the following professionals:
- Professionals in industry and practitioners with minimal business valuation experience.
- Executives, such as Controllers, CFOs, and Finance Directors, who seek an understanding of business valuations either for financial/tax reporting or for mergers and acquisitions.
- Public practice professionals working in audit or tax and looking to increase or refresh their specialized knowledge set.
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Philip Maguire is a Chartered Professional Accountant and Chartered Accountant who received his designation while employed at Ernst & Young (formerly Clarkson Gordon) and a Certified Information Systems Auditor finalist. Philip is a principal in Glenidan Consultancy Ltd., an accounting practice that specializes in Compliance and Internal Audit. Philip has over 30 years of business experience in Canada, Hong Kong, the Philippines, Ireland and the United States. His organization has implemented a number of assignments across a variety of industries for companies with market capitalizations ranging from $50 million to $2 billion. Before he formed Glenidan Consultancy in 2005 Philip was a Vice-President of Finance at one of the country's largest financial institutions. Philip has spoken at a number of accounting conferences across Canada.