Analyzing and Recasting Financials for Small to Midsize Businesses

JUL 7th 2022 (Thu)
08:30 AM - 05:30 PM
TREC Credit Hours
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Live Virtual Class
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A focus on how to read and analyze financial statements for small to midsize businesses and determine the discretionary earnings, tangible and intangilbe assets that will be transferred with a sale of a business. Business financial statements and tax returns are prepared to minimize taxable income. To sell a business you will learn to recast or adjust those financial statements to show the business’s actual financial capability.

Contact TABB State Education Chair, Ed Gonzales,, 713.446.9021, for more information.

Instructor: Jeff Jones,
8 credit hours for both TREC (#43777) and TABB (#1030) towards TABB’s Board Certified Broker designation. This course is eligible for the TABB member discount. Go to for the member course discount and instructor bio. TABB membership or a real estate license is not required to register or attend.


TABB, Inc. - Texas Association of Business Brokers

Class Schedule

TABB, Inc. (“TABB”) is a non-profit Internal Revenue Code Section 501(c)6 trade association dedicated to improving and advancing the business brokerage profession for the benefit of its members and the general public. TABB has an established a Code of Ethics, provides education opportunities for its members and the general public, promulgates forms for use by its members regarding many aspects of the business sale/purchase process and affords networking opportunities for those in the business brokerage profession, their buyer or seller clients and those who provide services related to the business brokerage industry.

School Details       School Course Catalog      

Email       Web Site     Provider Number: 291