August 11, 2025

Webinar

3 CPE Credits

Webinar (CA): Preparing Quality of Earnings Analysis 25-26 🗓

August 11, 2025
Webinar
3 CPE Credits

Webinar (CA): Preparing Quality of Earnings Analysis 25-26 🗓

  • Instructor

    Nancy
    Rix

This course is designed to introduce the Quality of Earnings report and analysis concept. You'll understand the parties interested in this kind of report, what it is used for, how and when it is prepared, and some of the basic concepts that underlie a Quality of Earnings report. We'll discuss the format and contents of the report, including "as reported" EBITDA, adjusted EBITDA, seller add-backs, out of period adjustments and non-recurring income and expense items. The class will include a comprehensive example illustrating these concepts. 

Learning Objectives

• Recognize nuances including techniques for obtaining reliable information and measuring synergies.
• Determine how to confidently read a Quality of Earnings Report.
• Identify how to advise clients about basic concepts.

Major Topics

• Uses of a Quality of Earnings Report
• Information needed to prepare the report
• Overlapping enterprise valuation concepts
• Various adjustments to "as reported" EBITDA

CPE Credits Available

3 CPE Credits
3
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Accounting
  • Business and Industry
  • Mergers and Acquisitions

Prerequisites

None

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, corporate accountants and M&A professionals

Provider

California CPA Education Foundation

This event has ended.