Real Estate in the Valuation of Operating Entities and Holding Companies

Apr 18, 2024

There are nuances to dealing with real estate in the valuation of operating companies or real estate holding companies. Lisa and Chris tackle the important considerations for business valuation appraisers such as:

• Implications for your analysis and the applied valuation approaches, as well as your overall conclusion of value
• Tax consequences due to built-in capital gains
• The nature of right-of-use assets and liabilities

Guests:  
Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Hawkins Ash CPA 
Chris Volz, CPA/ABV/CFF, ASA, Partner, Wipfli LLP 

Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA

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RESOURCES FOR FURTHER EXPLORATION
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An FVS Podcast episode on multi-disciplinary valuations

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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

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