How to Effectively Use Market Data in Your Valuation Reports




 How to Effectively Use Market Data in Your Valuation Reports
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Specialized Knowledge & Applications
Item Number: 15PBVNOLA26B
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

This webinar explores the various applications of market-sourced data used by valuation analysts in deriving a conclusion of value. It aims to achieve a new level of practitioner awareness intended to enhance engagement effectiveness and provide an in-depth understanding of the rationale and knowledge required to effectively use market-data sources.

Topics discussed extend well beyond the application of the traditional Market Approach valuation methodologies and explore engagement areas relying on market-sourced data, such as the development of discounts for lack of marketability, lack of control, and the relevant implications to the conclusion of value, in light of the applicable standard of value and the purpose of the valuation engagement.

Learning Objectives

After completing this webinar, attendees will be able to:

- Clearly articulate and apply various methodologies relying on underlying sources of market data in a relevant manner to the appropriate standard of value

Who Should Attend

CPAs, attorneys, valuation practitioners providing expert witness testimony

Presenter(s)

Frank Rosillo, CPA, ABV, ABAR, CBA, CVA, CFE, CFF, MAFF
Mr. Francisco (Frank) Rosillo, Sr., is the managing director of Valfor–Valuations & Forensics, LLC, Certified Public Accountants, Valuation and Forensic Analysts, serving an international clientele, located in Doral, Florida.

Mr. Rosillo was named in the 2010 (10th anniversary) and 2011 (11th anniversary) edition of South Florida Legal Guide as one of the top CPAs and accounting professionals in business valuation and litigation support in South Florida.

In 2010, he was appointed to serve as a lay member of the Florida Bar Grievance Committee. In June 2013, he was awarded NACVA’s Circle of Light Award. Mr. Rosillo recently authored a hard-cover treatise entitled Determination of Value, published by Wiley & Sons, 2013. He is currently serving on IBA’s board of governors as a “governor at large” for a second term. He is a certified public accountant licensed in the states of California, Florida, Indiana, Michigan, and North Carolina.

In 1979, he Mr. Rosillo was awarded a direct appointment to the United States Army, Finance Branch, to the rank of Captain, where he received a letter of commendation from the Pentagon for recommendations made to the U.S. Army Finance Center for the implementation of statistical methods in the processing of worldwide travel documents.

Over the past twenty years, his financial expert witness experiences included cases in federal and state courts. In addition to traditional accounting, business valuation & forensic accounting services, he has successfully assisted clients in numerous mergers and acquisitions transactions, matrimonial dissolutions, valuations of trademarks, copyrights, licensing agreement royalty calculations, and other intellectual property matters.

Mr. Rosillo is a frequent national lecturer, author, and trainer in valuation and forensic accounting topics.