Course #212

The Balance Sheet for Main Street


This course will focus on issues commonly faced by intermediaries that have impact from the Balance Sheet. This course would be a helpful course to take before the CBI exam or for those who just want to get more experience and insight into Balance Sheet issues on Main Street. If the Income Statement sets the expectations of price, the Balance Sheet sets the terms of the deal. Understanding the Balance Sheet will help you determine the probability of a deal closing, the financing options or lack thereof, transaction structure, the closing Balance Sheet, and ultimately the after-tax proceeds to the seller. You will take away an understanding of the Balance Sheet and how to navigate the deal points that that will lead to more successful closings.

This course requires you to complete #210 or be experienced in recasting basic financial statements.

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