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| How to Defend 90%+ of Your Valuation Assumptions with Excellent Research—In and Out of Court(160920N) |
Course CPE: 2 hours
Field(s) of Study: Accounting–2 hrs
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: Self-Study |
Item
Number: 16PBVWDC0920E
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: September 20, 2016
Presenter: Melissa Gragg
Program Description:
As a valuation expert, we understand there are subjective assumptions we must make in any valuation. In order to limit our exposure to these subjective areas, it is beneficial to find third-party information to support our assumptions. This validation helps us in testimony when there are adverse parties and for estate valuations which will be scrutinized by the IRS. We will review some government resources for various assumptions as well as free and paid databases. Whether we are working to support growth rates, risk factors, market multiples, or other industry data, it is helpful to be resourceful and seek out reliable sources for this data in order to build a sturdy foundation for the valuation. This session will facilitate a discussion about the ways we can move toward irrefutable assumptions and stop having to rely solely on our “experience and expertise” as the answer to why we selected a particular number.
After completing this webinar, attendees will be able to:
- Identify new resources for supporting various data points in any valuation
- Select a research protocol which can be facilitated by support staff, such as a list of data to initially pull for each valuation and a running list of suggestions of other data resources
- Identify your historical ways of supporting your assumptions and replace the ones that don’t work anymore
- Select data from several free and paid resources, and analyze whether the information is beneficial or necessary for your practice
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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