courses

Course 117: UNDERSTANDING TAX RETURNS

4 Credit Hours

Do you often get frustrated when reviewing a tax return because you just do not know where to find the information you need? Understanding how information is transferred from financial statements and presented in tax returns is critical to effectively achieving an accurate recast. This course will assist participants in understanding how to decipher and properly locate information in tax returns that is needed for recasting. Learn how to identify the tax returns for the four entities commonly encountered by an intermediary, identify the primary schedules in tax returns, explain where to begin recasting using a tax return, locate key recast items within tax returns, and compare the reporting differences of financial statements and tax returns.

COurse 310:HOW TO WIN LISTING ENGAGEMENTS WITH LARGER BUSINESSES ($1 MILLION AND UP)

4 Credit Hours

This course will teach you how to successfully identify and engage sellers of larger businesses with values greater than $1 million. You will learn how to identify the large-business markets and how to get the attention of the decision-maker. You will be shown how to motivate the owners to sell and how to guide them through the selling decision. By educating the owner, you will be able to win the listing agreement.

INSTRUCTORS

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Monty Walker, CPA, CGMA, CBI

Phone: (940) 322-5086

mwalker@walkeradvisory.com

Monty Walker is a Certified Public Accountant and a Certified Business Intermediary (CBI) with a diversity of experience in the private, closely held business arena.

 

Mr. Walker supports entrepreneurial clients throughout the country, and focuses in the business transfer industry, providing support to small business owners in the areas of business transactions, business structuring and design, business tax planning, and business exit planning.   He works with sellers, buyers, and their various advisors, such as intermediaries, accountants, and attorneys to manage the unique financial, tax, planning, and procedural matters associated with buying and selling a business.

 

Due to his background in the area of business transfers and business transitions, he is often referred to by his clients and colleagues as a “Business Transaction CPA.”  Besides Walker Advisory Service, Mr. Walker has owned and operated several other businesses.

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ERIN CRAWFORD, MBA, CBI

Erin is a seasoned business broker and intermediary. She has over 11 years of M&A experience including business brokerage and franchising. She holds the International Business Brokers Association (IBBA) accreditation as a Certified Business Intermediary (CBI) and currently serves as a Board member as well as serving on several committees for the organization. Erin was the recipient of the CFE Women’s Executive Scholarship, which allowed her to earn her Certified Franchise Executive credentials in 2013. She enjoys mentoring other brokers and has developed educational seminars for the Business Brokers of Florida series in South Florida, where she is able to share her experiences with other brokers who are just getting started in their careers.

She holds an MBA from the University of Florida and is a native-born Floridian. Erin resides in Lake Worth Beach with her 3 children and 2 French Bulldogs, Harley and Tucker.