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
    Robert Stephens

    Rob Stephens is the Founder of CFO Perspective, where he provides financial consulting and education to small businesses.  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 20-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, where he was Program Manager of an investment advisory group with $170 Million in assets under management.  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
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    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
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