Insights for Navigating Common Issues in Business Valuation

Apr 4, 2024

While each business valuation assignment may be unique, there are often common themes and issues that typically arise. Understanding how different practitioners may navigate those issues can provide helpful guidance and reassurance when undertaking an engagement. Since Ethan Lee and Monica Caswell focus their efforts on different valuation niches, they were able to provide their specialized insight regarding the following topics: 

• Undertaking limited-scope engagements
• Managing client expectations
• Avoiding biases in your conclusions
• Common errors observed in opposing experts’ analyses
• Considerations when quantifying Company Specific Risk Premiums

Guests:  
Ethan Lee, CPA, ABV, CFF, CM&AA, Partner, Valuation and M&A Advisory, Hemming Morse, LLP
Monica Caswell, CPA, ABV, CFF, President, Forensic Accountants & Consultants, P.A.

Host:  Jenny Allen, CPA/ABV/CFF, Partner, Anthem Forensics

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This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content.

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at [e-mail]