Self-Study Course Details
Course Description
A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?
This course by Rob Stephens is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:
- Merger and Acquisition (M&A) Analysis
- Analyzing where to locate the store or new location
- Detailed financial accounting entries and financial statement disclosure
- Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Learning Objectives
- Identify key revenue and expense items for a new location analysis
- Recognize sources of information for new location projections
- Recall analysis metrics like Net Present Value (NPV), Internal Rate of Return (IRR), and Time to Breakeven
- Recognize Excel What-If functions like Goal Seek, Scenario Manager, and Data Tables
Prerequisites
- None
Advanced Preparation
None
Author Details
-
Robert Stephens
Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Business Insider, Business News Daily, and many other news sources. Rob has a 25-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union. Rob is an adjunct instructor for the MBA program at Gonzaga University.
Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.
NASBA Sponsor
-
Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
$55.00
CPE
-
Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Self-Study Course
Analyzing Whether to Add New Locations – Capital Budgeting
- by Robert Stephens
- Credits: 4.00
$55.00
All-Access Pass
Get a Full Year of Unlimited Training With One Purchase.
- 12+ Unique Premium Webinars Each Month
- 680+ CPE Hours of On-Demand Self-Study Content
- Track CPE Courses and Support in the Cloud
- Save an average of $500+ per year on CPE