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| The Valuation Analyst's Role in Measuring Lost Profits and Economic Harm (2268Q) |
Course CPE: 2 hour(s)
Field(s) of Study: Finance–1 hr; Accounting–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25FL1204NCD
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: December 4, 2025
Presenter: Trisch Garthoeffner
Program Description:
Quantifying lost profits requires precision, a disciplined valuation framework, careful attention to professional standards, and an awareness of the risks inherent in serving as a financial expert. This session provides a practical, valuation-driven approach to measuring lost business value and lost profits, with a particular focus on the analyst’s responsibilities and exposures when preparing lost profit analyses. Key topics include selecting and applying appropriate methodologies, evaluating causation and the “but-for” analysis, addressing data limitations, and navigating difficult cases involving incomplete records, non-cooperative parties, or counsel-driven pressures. The session will also explore strategies for maintaining independence, managing expert-related liability, and producing defensible work product capable of withstanding scrutiny at deposition or trial.
Through high-level, real-world case examples, attendees will walk through the full lifecycle of a lost profits engagement; from initial intake, scoping, and document review to modeling, report drafting, and expert testimony. Participants will gain actionable insights into best practices, common pitfalls, and practical techniques to enhance credibility, strengthen analyses, and improve outcomes for clients. This presentation is designed for valuation professionals, financial experts, and attorneys seeking a deeper, practice-oriented understanding of lost profits and economic damages within the context of business valuation.
Takeaways
Participants will leave with a defensible framework for quantifying lost profits using valuation-based methods that withstand legal and technical scrutiny. They will also gain practical strategies for managing expert-level risks, navigating challenging engagements, and producing credible, litigation-ready analyses.
After completing this course, you will be able to:
- Recognize the foundational principles of lost profits analysis
- Select appropriate lost profits methodologies, including before-and-after, yardstick, and but-for analyses, and recognize when each method is most defensible
- Determine key elements of causation, foreseeability, and mitigation, and incorporate these legal and factual considerations into a valuation-driven damages model
- Recognize risk factors associated with expert liability, including scope creep, data quality issues, counsel influence, and limitations in supporting documentation
- Identify strategies for navigating challenging clients, counsel, and fact patterns, including incomplete records, conflicting narratives, and aggressive litigation tactics
- Select professional standards and best practices to ensure independence, objectivity, and defensible conclusions under scrutiny at deposition or trial
- Identify strengthened communication techniques and report-writing skills to improve clarity, transparency, and credibility in lost profits and economic damages engagements
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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: www.nasbaregistry.org. |
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