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11 episodes with valuation services
4 episodes with valuation services
3 episodes with valuation services
2 episodes with valuation services
2 episodes with valuation services
2 episodes with valuation services
2 episodes with valuation services
11 episodes with valuation services
In this episode of Small Biz Florida, host Tom Kindred broadcasts from the 2024 FLAGGL Conference, focusing on government-guaranteed lending, particularly SBA loans. Featuring guests Matthew Barrett, Business Executive at Withum, and Brian McIntyre, Partner at Withum (Forensic & Valuation Services), the discussion covers the importance of business valuations and strategies for increasing business value. They emphasize the integral role of professional accountants in small business success. Listeners will gain insights into how precise financial reporting and clean business operations can facilitate smoother SBA loan processes and improve overall business value. This podcast episode was recorded live at the Florida Association of Government Guaranteed Lenders annual conference hosted at the JW Marriott in Orlando. This podcast is made possible by the Florida SBDC Network and sponsored by Florida First Capital. Connect with Our Guests: Withum
This is a refreshed version of an episode from October 2022. Professor Matthew Shaffer shares his journey into the field of accounting and his interest in corporate governance, valuation, and the market for corporate control. His article, "Why Value the Enterprise and Route to the Equity," explores the rationale behind using enterprise value evaluations in M&A settings instead of directly valuing equity. Josh and Matt discuss: Accounting as a fundamental framework for understanding business activities and market movements. Impact of Non-Recurring Items on Valuation Methods: Future of valuation research and its integration into academic curricula Guest: Matthew Shaffer, Ph.D., Asst. Professor, USC Marshall School of Business Host: Josh Shilts, CPA/ABV/CFF/CGMA, Shilts CPA Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Accounting and Valuation Guide - Business Combinations Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies From the FVS Valuation Podcast archives The Forensic Accountant's Role in M&A Disputes Valuing Complex Financial Instruments 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 podcast@aicpa-cima.com
This is a refreshed version of an episode from October 2022. Professor Matthew Shaffer shares his journey into the field of accounting and his interest in corporate governance, valuation, and the market for corporate control. His article, "Why Value the Enterprise and Route to the Equity," explores the rationale behind using enterprise value evaluations in M&A settings instead of directly valuing equity. Josh and Matt discuss: Accounting as a fundamental framework for understanding business activities and market movements. Impact of Non-Recurring Items on Valuation Methods: Future of valuation research and its integration into academic curricula Guest: Matthew Shaffer, Ph.D., Asst. Professor, USC Marshall School of Business Host: Josh Shilts, CPA/ABV/CFF/CGMA, Shilts CPA Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Accounting and Valuation Guide - Business Combinations Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies From the FVS Valuation Podcast archives The Forensic Accountant's Role in M&A Disputes Valuing Complex Financial Instruments 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 podcast@aicpa-cima.com
Join us for the AICPA & CIMA Forensic & Valuation Services Conference from October 28-30 in Dallas, featuring special ticketed networking events. You can attend in person or virtually but attending in Dallas provides unmatched networking with FVS professionals. Register by September 13 to get a $150 early bird discount. Here's what's in store: Keynote speech by Rebecca Ryan, a futurist and economic expert Litigation Talk Series on courtroom perspectives and Daubert challenges AI sessions on practical applications and best practices for valuation and forensic work Micro sessions on various topics, offering bonus CPE and quick insights Beginner sessions on hot fraud topics, shareholder disputes, and more Guests: Brian Burns, CPA/ABV/CFF, Partner Forvis Mazars LLP Jolene Fraser, CPA/CFF, Managing Director, Eisner Advisory Group LLC Host: Frank Previti, CPA/CFF, Partner, DiSanto Priest & Co. Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Links to register for training Oct 27-30 in Dallas: 2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30, Dallas, TX. To register. Early bird discounts are available through Sept 13. Attend in person or virtually AICPA members qualify for a $450 discount FVS Section members, ABV, CFF, and CVFI credential holders qualify for a $550 discount Group discounts are available for as few as 2 people The AICPA-CIMA Expert Witness Skills Workshop, Oct 28-30, Dallas TX. Registration is in-person only and limited to 19 seats! Register by Sept 4 to pace your pre-workshop preparation. Participate in either the Economic Damages or Business Valuation Workgroup Pre-conference workshops - in-person only Workshop A: Legal Systems, Courts & Dispute Resolution Sunday, October 27 – 8:00 am – 12:00 pm CT 3.5 CPE Credits Workshop B: Laws, Regulations & Guidance https://www.aicpa-cima.com/cpe-learning/conference/laws-regulations-guidance Sunday, October 27 – 1:00 – 5:00 pm CT 3.5 CPE Credits Workshop C: Understanding Fair Value Accounting Sunday, October 27 – 9:00 – 4:30 pm CT 7 CPE Credits 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 and business valuation 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, including BRGonline and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV Infographic Certified in 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 podcast@aicpa-cima.com
Join us for the AICPA & CIMA Forensic & Valuation Services Conference from October 28-30 in Dallas, featuring special ticketed networking events. You can attend in person or virtually but attending in Dallas provides unmatched networking with FVS professionals. Register by September 13 to get a $150 early bird discount. Here's what's in store: Keynote speech by Rebecca Ryan, a futurist and economic expert Litigation Talk Series on courtroom perspectives and Daubert challenges AI sessions on practical applications and best practices for valuation and forensic work Micro sessions on various topics, offering bonus CPE and quick insights Beginner sessions on hot fraud topics, shareholder disputes, and more Guests: Brian Burns, CPA/ABV/CFF, Partner Forvis Mazars LLP Jolene Fraser, CPA/CFF, Managing Director, Eisner Advisory Group LLC Host: Frank Previti, CPA/CFF, Partner, DiSanto Priest & Co. Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Links to register for training Oct 27-30 in Dallas: 2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30, Dallas, TX. To register. Early bird discounts are available through Sept 13. Attend in person or virtually AICPA members qualify for a $450 discount FVS Section members, ABV, CFF, and CVFI credential holders qualify for a $550 discount Group discounts are available for as few as 2 people The AICPA-CIMA Expert Witness Skills Workshop, Oct 28-30, Dallas TX. Registration is in-person only and limited to 19 seats! Register by Sept 4 to pace your pre-workshop preparation. Participate in either the Economic Damages or Business Valuation Workgroup Pre-conference workshops - in-person only Workshop A: Legal Systems, Courts & Dispute Resolution Sunday, October 27 – 8:00 am – 12:00 pm CT 3.5 CPE Credits Workshop B: Laws, Regulations & Guidance https://www.aicpa-cima.com/cpe-learning/conference/laws-regulations-guidance Sunday, October 27 – 1:00 – 5:00 pm CT 3.5 CPE Credits Workshop C: Understanding Fair Value Accounting Sunday, October 27 – 9:00 – 4:30 pm CT 7 CPE Credits 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 and business valuation 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, including BRGonline and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV Infographic Certified in 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 podcast@aicpa-cima.com
Dave and Greg's conversation underscores a universal truth in any career path: mentoring is critical for the nurturing of emerging professionals - new hires, and those in career transition, during their first 5 years as a valuation professional. It plays a crucial role in career development and organizational culture, as well as allows the mentor to: Share the enthusiasm for the work they do, and the desire to keep learning Make sure students and younger professionals know that BV is a career path if Accounting, Auditing, or Tax is not their jam Make sure emerging professionals understand the why of the engagement Co-hosts David Consigli, CPA/ABV, CDFA, FAZ Forensics Greg Saunders, CPA/ABV, ASA, Keiter CPA Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. A career in business valuation An FVS micro-community (6 sessions: July 24 – October 16) Application period: May 16 – June 16, 2024. Please complete a short survey to be considered for this program This interactive program is designed for professionals who have zero to 5 years of BV experience or plan to switch careers into valuation services. Experienced facilitators from the AICPA's BV Committee will provide guidance on the essential aspects of developing a career as a valuation professional. This is a valuable opportunity for professionals who want to connect with their peers and get support in advancing their careers. Participation is limited and complementary. Help my FLS Career micro-community – please contact Christine Cutti-Fox, Sr. Manager, FVS team AVAILABLE ON AICPA-CIMA.com Top 8 ways to build leaders in your firm (illustrated checklist) AICPA® PCPS Mentoring guide Coaching vs. Mentoring How to develop and launch a mentoring program
Dave and Greg's conversation underscores a universal truth in any career path: mentoring is critical for the nurturing of emerging professionals - new hires, and those in career transition, during their first 5 years as a valuation professional. It plays a crucial role in career development and organizational culture, as well as allows the mentor to: Share the enthusiasm for the work they do, and the desire to keep learning Make sure students and younger professionals know that BV is a career path if Accounting, Auditing, or Tax is not their jam Make sure emerging professionals understand the why of the engagement Co-hosts David Consigli, CPA/ABV, CDFA, FAZ Forensics Greg Saunders, CPA/ABV, ASA, Keiter CPA Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. A career in business valuation An FVS micro-community (6 sessions: July 24 – October 16) Application period: May 16 – June 16, 2024. Please complete a short survey to be considered for this program This interactive program is designed for professionals who have zero to 5 years of BV experience or plan to switch careers into valuation services. Experienced facilitators from the AICPA's BV Committee will provide guidance on the essential aspects of developing a career as a valuation professional. This is a valuable opportunity for professionals who want to connect with their peers and get support in advancing their careers. Participation is limited and complementary. Help my FLS Career micro-community – please contact Christine Cutti-Fox, Sr. Manager, FVS team AVAILABLE ON AICPA-CIMA.com Top 8 ways to build leaders in your firm (illustrated checklist) AICPA® PCPS Mentoring guide Coaching vs. Mentoring How to develop and launch a mentoring program
ValuationPodcast.com - A podcast about all things Business + Valuation.
In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership.Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and a Business Valuation Expert in St. Louis, Missouri. Questions discussed in Part 1:-What impact do employees play in running a successful business?-What defines a "leader" in today's work environment?-Why is it more important for organizations to focus on hiring leaders rather than just employees?-How can hiring managers identify these qualities in potential employees?Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163Jose Berlangawww.joseberlanga.comwww.onyxtx.comwww.linkedin.com/in/jose-berlanga-900a9518"The Business of Home Building"Support the Show.
Through its 85 years of business, Management Planning Incorporated has witnessed many changes in the estate planning world, but they've also seen how core values of client service have remained consistent. Catch up with all that's new in valuation, delivering service, and staying ahead of the curve with Tadd Lindsay, Managing Director of MPI's client relationships and business development in the Midwest.MPI is a Gold Sponsor for the Estate Planning Short Course 2024 -- May 16 and 17 in Chicago and June 6 and 7 in Champaign. Music: Fearless First Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/.
Your business is your largest asset and perhaps also your largest emotional investment but do you know what your business is worth? In this episode, we're discussing business valuation with two experts in the valuation profession. Go Behind The Numbers with Ken May, Partner at Haefele Flanagan and Dave Bookbinder, Executive Director of Valuation Services at Haefele Flanagan. Ken is a CPA and Certified Valuation Analyst. He leads the consulting practice at Haefele Flanagan and also has a diverse public accounting background. He provides accounting and assurance, tax, consulting, litigation, and business valuation services to clientele. Ken's industry exposure includes transportation, financing, manufacturing, distribution, service, and health industries. He also serves as treasurer for the Southern New Jersey Chapter of the Risk Management Association. In this episode we're discussing the many reasons why companies need a business valuation; valuation methodologies and techniques, mistakes that can be avoided; how knowing the value of your business can save you money; and more! The article about EBITDA mentioned in the conversation can be found here: https://bit.ly/3CH5AQA About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967. Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder Dave Bookbinder is Executive Director of Valuation Services at Haefele Flanagan. He's a corporate finance executive with a focus on business and intellectual property valuation and the person that clients reach out to when they need to know what their most important assets are wort. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”
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 Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
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 Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
What's the value? Noelle McDonald can help. The commercial real estate market is upside down today. Mark and Noelle talk about the current state of the appraisal marketplace and what lenders should be on the lookout for now and in the future.IN THIS EPISODE:[1:16] Noelle shares her background and describes what Lender Consulting Services does[6:49] The appraisal industry is aging people out, and new people are not coming into the field because becoming an appraiser is challenging because of the requirements[12:42] Noelle discusses aspects of the process that people are not aware of[16:37] Noelle talks about how she deals with the emotions of the appraisal and how appraisers are coping with the uncertain landscape of commercial appraisals [23:10] Noelle is wary of new technology, where you can have valuations done cheaper, faster, and quicker on the fly.KEY TAKEAWAYS: Often, there needs to be more communication between the appraiser and the entity that will process the loan. People need to understand that once the appraisal is done, it is done.Appraisers are being aged out, and the training involved in becoming an appraiser is vigorous and much more complicated than in the past. Appraising commercial property has changed since COVID. There are so many empty office spaces that values are bound to be affected. Appraisers are catching up on the data they need to do their job. Interest rates have also changed the landscape. It all affects the appraisal. RESOURCE LINKSMark Ritter WebsiteMark Ritter LinkedInLender Services WebsiteNoelle McDonald LinkedInBIOGRAPHY: Noelle McDonaldNoelle McDonald is the VP of Valuation Services for Lender Consulting Services. With over twenty years of experience, she leads one of the leading lender support companies in the country through a variety of commercial appraisal requests.
This conversation with the author of the latest of 5 IVSC perspective papers on intangible assets, “Value and Data” takes a deep dive into understanding: What is considered technology and what drives the value of data How both play a critical role as intangible assets within the modern economy The influence of artificial intelligence on valuation practices Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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, including BRGonline, Daubert Tracker, and Merger Shark. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. International Valuation Standards Council (IVSC) Perspectives Papers 'Time to get Tangible about Intangible Assets”: Value and Data, February 2024 The Case for Realigning Reporting Standards with Modern Value Creation, Sept 2021 Human Capital Introspective, May 2022 Rethinking Brand Value, September 2022 Deciphering Technology, June 2023 LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
This conversation with the author of the latest of 5 IVSC perspective papers on intangible assets, “Value and Data” takes a deep dive into understanding: What is considered technology and what drives the value of data How both play a critical role as intangible assets within the modern economy The influence of artificial intelligence on valuation practices Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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, including BRGonline, Daubert Tracker, and Merger Shark. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. International Valuation Standards Council (IVSC) Perspectives Papers 'Time to get Tangible about Intangible Assets”: Value and Data, February 2024 The Case for Realigning Reporting Standards with Modern Value Creation, Sept 2021 Human Capital Introspective, May 2022 Rethinking Brand Value, September 2022 Deciphering Technology, June 2023 LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
ValuationPodcast.com - A podcast about all things Business + Valuation.
Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and business valuation expert in St. Louis Missouri. Today we are speaking with Channing Hamlet located in San Diego, CA. He's a managing director of Objective Capital Partners, a leading investment banking and valuation firm serving the lower middle market, specifically companies with an enterprise value of $20-$75 million. Hamlet leads the transaction execution of the investment banking practice, and concurrently operates as the head of the business valuation practice. Questions discussed:1. What key elements should business owners consider when strategically planning their exit for maximum value?2. How far in advance should one start planning for a business exit?3. How important is market analysis in determining the optimal time to sell a business?4. What strategies can business owners employ to enhance the value of their business before putting it on the market?5. Are there specific areas or aspects of a business that buyers typically find most valuable?Melissa Gragg CVA, MAFFExpert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Channing Hamletwww.objectivecp.comhttps://www.linkedin.com/in/channinghamlet/channing.hamlet@objectiveibv.comSupport the show
Financial experts provide opinions on whether a business has suffered loss of profits (temporary damage) or loss of value (permanent harm) from an alleged action. What steps can financial experts take to assist counsel and their client What standards should professionals follow Our guest shares with Josh how the process of understanding the initial allegations or claims has helped him in a variety of forensic and valuation engagements. Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Joseph L. Leauanae, CPA/ABV/CFF/CITP, CFE, ASA, Partner, Anthem Forensics LLC Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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'll get free CPE and access to rich technical content. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Exclusive content – Free for FVS Section members Calculating Lost Profits | FVS Practice Aid Communications in Litigation and Dispute Services | FVS Practice Aid Serving as an Expert Witness or Consultant | FVS Practice Aid Discount for AICPA members CPE self-study: Lost Profit Engagements for Forensic Accounting and Valuation Practitioners Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings. Click here to register for the FVS conference or Click here to register for the Expert Witness workshop. FVS Section members save $500. Credential holders save even more! To find out how to join the FVS Section please visit the website LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
Financial experts provide opinions on whether a business has suffered loss of profits (temporary damage) or loss of value (permanent harm) from an alleged action. What steps can financial experts take to assist counsel and their client What standards should professionals follow Our guest shares with Josh how the process of understanding the initial allegations or claims has helped him in a variety of forensic and valuation engagements. Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Joseph L. Leauanae, CPA/ABV/CFF/CITP, CFE, ASA, Partner, Anthem Forensics LLC Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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'll get free CPE and access to rich technical content. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Exclusive content – Free for FVS Section members Calculating Lost Profits | FVS Practice Aid Communications in Litigation and Dispute Services | FVS Practice Aid Serving as an Expert Witness or Consultant | FVS Practice Aid Discount for AICPA members CPE self-study: Lost Profit Engagements for Forensic Accounting and Valuation Practitioners Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings. Click here to register for the FVS conference or Click here to register for the Expert Witness workshop. FVS Section members save $500. Credential holders save even more! To find out how to join the FVS Section please visit the website LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
Hammering out transfer pricing challenges in the building, construction, and real estate industry. Building on our Transfer Pricing Industries Series, we have constructed an episode on the specialized transfer pricing issues faced by the building, construction, and real estate, BCRE, industry. The uniqueness of the underlying assets influence how transactions are valued, and how to price the associated transactions around it. With a large diversity in the types of transactions and assets, transfer pricing practitioners must rely more heavily on sound economic principles. Our host Brittany Hardin Tanguay is joined by Weston Krider, a KPMG Transfer Pricing Managing Director based in Los Angeles and rejoined by Sharon Liu, a KPMG Transfer Pricing Principal in Economic and Valuation Services to discuss some of the key issues of transfer pricing within the building and construction industry.
This year's FVS Conference will feature the Litigation Talk Series, an innovative way to bring colleagues together for peer-to-peer exchange of information. Rising-star pod squad host, Frank Previti, discusses the aspects of the “Talk Series” that make it unique, such as: An emphasis on learning by communicating with each other The biggest ROI: being at the conference in person and making connections with each other It's “okay” to talk with each other professionally…that's how we improve The Litigation Talk Series sessions are on day 2 of the conference: “When Key Information or Data You Need is Not Available”, November 7 at 1:30 pm PT “How to Handle Surprise or Contradictory Data or Information in Deposition or Trial”, November 7 at 3:10 pm PT Guests: Jolene Fraser, CPA/CFF, CFE, Managing Director, Forensic, Litigation and Valuation Services, Eisner Advisory Group LLC Suzanne R. Thompson, CPA,/CFF/CGMA, CFE, Senior Director, Alvarez & Marsal Disputes and Investigations, LLC Host: Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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'll get free CPE and access to rich technical content. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings. Click here to register for the FVS conference or Click here to register for the Expert Witness workshop. FVS Section members save $500. Credential holders save even more! To find out how to join the FVS Section please visit the website LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
This year's FVS Conference will feature the Litigation Talk Series, an innovative way to bring colleagues together for peer-to-peer exchange of information. Rising-star pod squad host, Frank Previti, discusses the aspects of the “Talk Series” that make it unique, such as: An emphasis on learning by communicating with each other The biggest ROI: being at the conference in person and making connections with each other It's “okay” to talk with each other professionally…that's how we improve The Litigation Talk Series sessions are on day 2 of the conference: “When Key Information or Data You Need is Not Available”, November 7 at 1:30 pm PT “How to Handle Surprise or Contradictory Data or Information in Deposition or Trial”, November 7 at 3:10 pm PT Guests: Jolene Fraser, CPA/CFF, CFE, Managing Director, Forensic, Litigation and Valuation Services, Eisner Advisory Group LLC Suzanne R. Thompson, CPA,/CFF/CGMA, CFE, Senior Director, Alvarez & Marsal Disputes and Investigations, LLC Host: Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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'll get free CPE and access to rich technical content. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings. Click here to register for the FVS conference or Click here to register for the Expert Witness workshop. FVS Section members save $500. Credential holders save even more! To find out how to join the FVS Section please visit the website LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
Join FVS podcast showrunner, Alicia Ross, Sr. Manager, AICPA FVS team, as she asks Penny Zenker, the Focusologist, to give us a peek into her strategy for improving employee engagement and retention: the Reset Moment. A Reset Moment is a tool that can help you to better engage with employees and create a nurturing workplace culture. Penny will be the featured keynote at the 2023 FVS Conference, Nov. 6-8 in Las Vegas. Guest: Penny Zenker, The Focusologist TED talk: The Energy of Thought Book: The Productivity Zone Distraction quiz Please share your thoughts about the episode - Click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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'll get free CPE and access to rich technical content. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings. Click here to register for the FVS conference or Click here to register for the Expert Witness workshop. FVS Section members save $500. Credential holders save even more! To find out how to join the FVS Section please visit the website LEARN MORE Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
Join FVS podcast showrunner, Alicia Ross, Sr. Manager, AICPA FVS team, as she asks Penny Zenker, the Focusologist, to give us a peek into her strategy for improving employee engagement and retention: the Reset Moment. A Reset Moment is a tool that can help you to better engage with employees and create a nurturing workplace culture. Penny will be the featured keynote at the 2023 FVS Conference, Nov. 6-8 in Las Vegas. Guest: Penny Zenker, The Focusologist TED talk: The Energy of Thought Book: The Productivity Zone Distraction quiz Please share your thoughts about the episode - Click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com 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'll get free CPE and access to rich technical content. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings. Click here to register for the FVS conference or Click here to register for the Expert Witness workshop. FVS Section members save $500. Credential holders save even more! To find out how to join the FVS Section please visit the website LEARN MORE Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or 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 podcast@aicpa-cima.com
Host: Jenny Allen, CPA/ABV/CFF, Anthem Forensics Guest: Jared Tonks, CPA/ABV/CFF, CBIZ Forensic and Financial Services practice Jenny and Jared had too much fun discussing their shared passion for forensic accounting and business valuation. They both are CPA/ABV/CFF credential holders and share their thoughts on: The challenges that arise when incorporating forensic accounting services into a business valuation engagement. Advice for your clients when they want to incorporate forensic accounting services into a business valuation engagement. RESOURCES for Further exploration on this topic:: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Forensic and Valuation Practitioners – Join us in Las Vegas November 6-8 for 2 amazing trainings, and FVS Section members save! Click here to find out how to join! AICPA & CIMA Forensic & Valuation Services Conference. Register here. FVS Section members save $500. Credential holders save even more! AICPA & CIMA Expert Witness Skills Workshop. Register here. Limited to only 19 seats. FVS Section members and credential holders save $550. LEARN MORE ABOUT: Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic 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'll get free CPE and access to rich technical content. Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com
Host: Jenny Allen, CPA/ABV/CFF, Anthem Forensics Guest: Jared Tonks, CPA/ABV/CFF, CBIZ Forensic and Financial Services practice Jenny and Jared had too much fun discussing their shared passion for forensic accounting and business valuation. They both are CPA/ABV/CFF credential holders and share their thoughts on: The challenges that arise when incorporating forensic accounting services into a business valuation engagement. Advice for your clients when they want to incorporate forensic accounting services into a business valuation engagement. RESOURCES for Further exploration on this topic:: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Forensic and Valuation Practitioners – Join us in Las Vegas November 6-8 for 2 amazing trainings, and FVS Section members save! Click here to find out how to join! AICPA & CIMA Forensic & Valuation Services Conference. Register here. FVS Section members save $500. Credential holders save even more! AICPA & CIMA Expert Witness Skills Workshop. Register here. Limited to only 19 seats. FVS Section members and credential holders save $550. LEARN MORE ABOUT: Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic 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'll get free CPE and access to rich technical content. Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com
Hosts: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest: Jennifer L. Anderson, JD, Baker Donelson Jennifer Anderson joins Nene and Josh to discuss the Federal Trade Commissions' (“FTC”) proposed rule to ban Non-Compete Agreements. What's at stake is employers' ability to impose noncompete agreements on their workers. Noncompetes are a widespread and often exploitative practice that suppresses wages, hampers innovation and blocks entrepreneurs from starting new businesses. Ms. Anderson provides in-depth analysis and insight on measures businesses can undertake to mitigate some of the perceived threats often understood to be ‘covered' by a non-compete agreement. Nene discusses the potential impact on the valuation of non-competes from a financial reporting perspective, while Josh mentions the repercussions it might have on non competes in a litigation context. For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. FTC.Gov: FTC Proposes Rule to Ban Noncompete Clauses, Which Hurt Workers and Harm Competition' 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 at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts - leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)
Hosts: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest: Jennifer L. Anderson, JD, Baker Donelson Jennifer Anderson joins Nene and Josh to discuss the Federal Trade Commissions' (“FTC”) proposed rule to ban Non-Compete Agreements. What's at stake is employers' ability to impose noncompete agreements on their workers. Noncompetes are a widespread and often exploitative practice that suppresses wages, hampers innovation and blocks entrepreneurs from starting new businesses. Ms. Anderson provides in-depth analysis and insight on measures businesses can undertake to mitigate some of the perceived threats often understood to be ‘covered' by a non-compete agreement. Nene discusses the potential impact on the valuation of non-competes from a financial reporting perspective, while Josh mentions the repercussions it might have on non competes in a litigation context. For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. FTC.Gov: FTC Proposes Rule to Ban Noncompete Clauses, Which Hurt Workers and Harm Competition' 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 at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts - leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)
Bret Keisling is joined by Jennifer Krieger of Weaver [weaver.com] who shares about Weaver's acquisition of Columbia Financial Advisors, Inc., splitting her time between Oklahoma and Texas, and welcoming (with husband Sean) a baby girl on New Year's Day. Weaver's transaction with Columbia Financial Advisors, Inc. (CFAI), effective February 1, 2023, expands Weaver's presence along the West Coast and continues the emergence of Valuation Services as a national practice. This deal also adds two partners, one managing director and seven other professionals to Weaver's team. Founded in 1992 in Portland, Oregon, CFAI is a nationally recognized business valuation firm with a significant focus on Employee Stock Ownership Plan (ESOP)-owned companies. A link to the Weaver-CFAI press release along with a full transcript of this episode are available on our website at https://www.theesoppodcast.com/post/mini-cast-232-jenn-krieger-an-acquisition-a-transition-and-a-baby
Bret Keisling turns the podcast over to Jenn Krieger, Director of Valuation Services at Weaver [https://weaver.com/], for her conversation with Will Rosell, CFO of ESOP Pieper-Houston Electric who discuss why the company's owner transitioned to an ESOP; his goals in addressing construction industry issues with the ESOP; how selling shareholders may continue their role with the company post-transaction; and factors to consider when determining whether an ESOP is appropriate for a company and what decision-makers wish they knew beforehand. Further show notes, including links to Weaver's podcast site, are available on our website at https://www.theesoppodcast.com/post/248-weaver-s-beyond-the-numbers-case-study-of-an-esop-construction-transaction
An employee stock ownership plan is a form of employee benefits that rewards workers by giving them a share in the company in the form of a stock. ESOPs, as they are dubbed, have steadily increased in popularity since their inception in the 1970s. So, what exactly is an ESOP, how do you know if it's right for your company, and what should you know before adopting one?In the newest episode of Weaver's Beyond the Numbers podcast, Will Rosell, CFO, Pieper-Houston Electric, joins Jennifer Krieger, Director of Valuation Services at Weaver, to chat about ESOPs.Key Points:- An ESOP is a great way to reward employees' hard work while also giving the existing shareholder an exit strategy.- An ESOP strategy helps address recruitment and retention concerns within the construction industry.- Shareholders may continue their role with the company even after adopting an ESOP. - An ESOP consultant can help you decide if an ESOP is an appropriate fit and can arm you with the knowledge to design a custom plan for your company and industry. Rosell has been with Pieper-Houston Electric for over two years. Prior to becoming CFO, Rosell was the Vice President of Doeren Mayhew Capital Advisors. He earned a BS in Accounting from Stockton University and holds his MBA in Corporate Finance and Supply Chain Management from Rutgers Business School. Will and Jennifer cover topics including why Pieper-Houston Electric's owner transferred ownership to Pieper-Houston Electric's employees with an ESOP and his goals in addressing issues within the construction industry with the ESOP. Also discussed was how selling shareholders may continue their role with the company even after adopting an ESOP, along with factors to consider when determining whether an ESOP is appropriate for the company and what decision-makers wish they knew beforehand.“It takes a lot of people to build a company, not one person builds any company…probably the main thing that was considered in the ESOP transaction was…doing a deal that makes sense for everyone…,” said Rosell.
Between Series 1 and series 2 of 2023, we kicked off a brand new focus series – the Love Series – in celebration of love in February 2023. This had a great response – reminding us of what made people human. It sent one listener back to his old photo album to remind himself of his showjumping days, and others felt motivated to take up hobbies again. Now we are back to our main series focused on investment professionals but love runs through it like a golden thread. Love, discipline, lessons from parents. Our guests include a former college football player, who spent time working as a prison guard before returning to university and ultimately entering the investment industry, an expert on music valuation, multiple ESG and pensions specialists and founders of fund companies - large and small. Our Series 2 guests are:Eddie Welch, who is an alternative asset specialist at Nuveen, a role he has held since April 2021. He previously worked as an Associate at CIM Group, focused on real estate investing, and prior to that and his degree at Ohio State University worked in a wide variety of roles and played college football, all of which we discuss in our podcast. Jennifer Grancio is Chief Executive Office at Engine No. 1. Engine No. 1 is an investment firm that identifies value creation opportunities in once-in-a-generation systems changes the economy is now going through. She is based in the San Francisco Area. She previously founded and ran her own firm advising CEOs on accelerating revenue growth and prior to that was a Managing Director at Blackrock, where she led businesses and global distribution teams for close to 20 years. She is a Board Member of the MannKind Corporation and Ethic investments. Barry Massarsky is a Partner and Co-Practice Leader, Music Economics and Valuation Services at Citrin Cooperman. The Founder of Massarsky Consulting, which he sold to Citrin Cooperman early in 2022. He is credited with pioneering the economics of royalty cash flows in the early 1990s and together with his business partner, Nari Matsuura, developed a model to guide banks lending to music investors. Last year Massarsky Consulting valued over 300 catalogs totaling more than $6.5 billion. Maneesha Ghiya is Managing Partner and Founder of FemHealth Ventures, a firm focused on providing investment capital to entrepreneurs focused on women's health. Investing in healthcare since 2000, Maneesha has invested via public equities, private equities and as a hedge fund specialist. She is a Senior Advisor to ExSight Ventures, an ophthalmology-focused venture capital fund and serves on multiple boards. Adam Saron is Founder of Clara-Pensions, a member-first consolidator of defined benefit pension schemes. He previously ran Black Ant Investment Management, a long-biased value investor, which invested in both public equities and corporate credits. Afsaneh Beschloss is the Founder and CEO at RockCreek, an investment firm which invests across diverse sectors with a special focus on climate, affordable housing and education investments in developed, emerging and frontier markets. She is on the Board of Directors of the Global Advisory Council of the Bretton Woods Committee, a Member of the Board of Directors of the Council on Foreign Relations and holds numerous other Board and Trustee roles.Kate Nevin is President and Portfolio Manager at TSWII Capital Advisors, a role she has held for over 20 years. She is active with many industry groups (such as The Academy of Institutional Investors and Nexus) and community organizations focused on conservation and gender equality and was a Riley Diversity Fellow. She is passionate about aligning value and investing in diversity. Sarah Whitley is Chair at Future Asset, an organization which connects girls, teachers and advisors to the diversity of opportunities in asset management. Based in Edinburgh, she was previously Head of Japanese Equities at Baillie Gifford and currently holds a number of director roles, including as External Director at Rakuten, and Chair at the Edinburgh Festival Endowment Fund. John Harney, is a Senior Consultant with AON, where he focuses on helping pension scheme sponsors to manage pension risks and maximise potential upside. He is based in the Oxford area. I cam across John through mutual friends in the industry and because I was drawn in particular to his Linkedin posts that mentioned his joy in cooking and baking, which we discussed as part of the Love series as a bonus episode. Charlotte O'Leary is Chief Executive Officer and Director of Pensions for Purpose, which exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. She has had a long career in investment management, with a particular focus on pensions as well as ESG and impact investing. She is also a passionate participant in fitness competitions, which we discussed as part of the Love series as a bonus episode. Series 2 of 2023 is kindly sponsored by Beach Point Capital Advisors, an investment manager that believes in investment beyond the traditional. It specializes in credit investments and employs a flexible, value-oriented, risk-controlled focusing on complex and less well-followed opportunities. You can find all of our podcasts on The Fiftyfaces Hub, Apple Podcasts, Spotify or wherever you get your podcasts.
Based on AHLA's annual Health Law Connections article, this special series brings together thought leaders from across the health law field to discuss the top ten issues of 2023. In the first episode, Carol Carden, Managing Principal of Valuation Services, PYA, speaks with Devon Minnick, Associate, Epstein Becker Green PC, about the continued effects of the Dobbs decision on the health law landscape. They discuss state efforts to restrict or protect abortion access, conflict between state and federal law, and the impact on providers and employers. Sponsored by PYA.Watch the conversation here.To learn more about AHLA and the educational resources available to the health law community, visit americanhealthlaw.org.
Host: Mark Smith, Director of Valuation Services, AICPA-CIMA Guest(s): Carla Nunes, ABV, Managing Director, Kroll James Harrington, Director, Kroll In the wake of the COVID-19 pandemic entire segments of the global economy were shut down and reopened resulting in global supply chain disturbances. Additionally, Russia's invasion of Ukraine has put further pressures on global agriculture, energy, and other commodity prices. As a result, we are in an unprecedented period in economic history. In this episode we interview Carla Nunes and James Harrington from Kroll (formerly Duff & Phelps). They were the keynote presenters at the 2022 FVS Conference just a few weeks ago. Join us as we discuss the cost of capital ramifications and how valuations may be impacted by these macroeconomic factors. Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. CFF Credential(Certified in Fraud and Forensics) ABV Credential(Accredited in Business Valuation) Note: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Don't miss an episode – subscribe to our podcast channel! And leave us a review using this link, so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com 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 at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE, and access to rich technical content such as our AICPA & CIMA Forensic & Valuation Services Practice Aid, Calculating Lost Profits
Host: Mark Smith, Director of Valuation Services, AICPA-CIMA Guest(s): Carla Nunes, ABV, Managing Director, Kroll James Harrington, Director, Kroll In the wake of the COVID-19 pandemic entire segments of the global economy were shut down and reopened resulting in global supply chain disturbances. Additionally, Russia's invasion of Ukraine has put further pressures on global agriculture, energy, and other commodity prices. As a result, we are in an unprecedented period in economic history. In this episode we interview Carla Nunes and James Harrington from Kroll (formerly Duff & Phelps). They were the keynote presenters at the 2022 FVS Conference just a few weeks ago. Join us as we discuss the cost of capital ramifications and how valuations may be impacted by these macroeconomic factors. Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. CFF Credential(Certified in Fraud and Forensics) ABV Credential(Accredited in Business Valuation) Note: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Don't miss an episode – subscribe to our podcast channel! And leave us a review using this link, so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com 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 at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE, and access to rich technical content such as our AICPA & CIMA Forensic & Valuation Services Practice Aid, Calculating Lost Profits
Host: Josh Shilts, CPA/ABV/CFF/CGMA Guests: Maryellen Galuchie and Mark Smith In this episode, Josh touches base with Maryellen, Managing Director with Grant Thornton's Corporate Finance Division and chair of the Business Valuation Committee and Mark, Director of Valuation Services at the AICPA. Josh, who is an immediate past committee member, leads the discussion to help folks understand: What is the role of AICPA committee work? Who makes a good candidate for the AICPA's BV committee WIIFM (what's in it for me)?- What you can expect from being a BV committee member How to get involved: get your feet wet by joining a task force The episode is brought to you by the AICPA's Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.
Host: Josh Shilts, CPA/ABV/CFF/CGMA Guests: Maryellen Galuchie and Mark Smith In this episode, Josh touches base with Maryellen, Managing Director with Grant Thornton's Corporate Finance Division and chair of the Business Valuation Committee and Mark, Director of Valuation Services at the AICPA. Josh, who is an immediate past committee member, leads the discussion to help folks understand: What is the role of AICPA committee work? Who makes a good candidate for the AICPA's BV committee WIIFM (what's in it for me)?- What you can expect from being a BV committee member How to get involved: get your feet wet by joining a task force The episode is brought to you by the AICPA's Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.
DSW management, James Dow, CEO & Nichole Burstow, CFO present maiden full-year results for the period ended 31 March 2022. James Dow, CEO 00:17 – Introduction 02:00 – Overview of DSW 05:48 – Investment case Nichole Burstow, CFO 07:38 – Current service lines 09:37 – License model 14:30 – FY22 Highlights 17:09 – Income statement 19:51 – Balance sheet 20:30 – Cash flow 21:47 – Network KPIs James Dow, CEO 23:38 – Post IPO activity 24:52 – Our ESG Journey 26:30 – Opportunities for growth 28:11 – DSW Differentiators 30:30 – Acquisition opportunity 32:15 – Summary and outlook 35:03 – Q&A DSW Capital plc is a United Kingdom-based independent financial advisory company. The Company is advising on areas ranging from corporate finance and due diligence to tax and business recovery. Its teams in Manchester, Leeds, London and Aberdeen are made up of professionals. It operates licensing arrangements with licensee businesses and fee earners (FEs), across offices in England and Scotland. These trade primarily under the Dow Schofield Watts brand. Its services offered includes Corporate Finance Advice, Financial Due Diligence, Equity Finance, Wealth Advisory, Specialist Tax Services, Forensic and Valuation Services, Investment and Funding, Business Planning and Tech Sector. It provides advisory services and funding to growth companies across the technology and media sectors. It covers a range of sub-sectors including information technology (IT) services, software development and platforms, media agencies, digital gaming, hardware and telecoms.
If you listen to this podcast or spend any time around me, you know that I am an enthusiastic member of ProVisors, a nationwide business networking group that is home to some great lawyers, accountants, financial planners, bankers, and many other trusted advisors. The thing I love most about the group is that I get to meet great professionals from all over the country. One of those individuals who I met early on was Frank Rudewicz. If you meet Frank, it won't take you long to like him. He is the consummate professional who truly enjoys what he does. He is clearly invested in the success of those around him. And from his days at the FBI, he has great stories. I invited Frank on the show because Frank has deep experience doing investigations. Since some of my audience are lawyers looking for alternatives to the traditional practice of law, I thought it would be great to have Frank on as a guest. In this episode, Frank and I talk about how he got to where he is today. He shares some thoughts about why lawyers make great investigators and offers some tips for anyone thinking about making a transition. Frank Rudewicz specializes in forensics and litigation support at the accounting firm CliftonLarsonAllen. He has more than 30 years of experience conducting domestic and international investigations for fraud, forensic accounting, asset tracing and other litigation-related matters. He has appeared on NBC Dateline and Forensic Files for his investigative work. Frank is experienced in expert witness testimony and is the co-author of a book on Forensic Accounting and Fraud Investigation for Non-Experts. Prior to joining CLA, , Frank served as Principal, Counsel and Partner-in-Charge of Forensic, Litigation and Valuation Services for several national accounting firms and Senior Managing Director and Counsel for an international risk consulting and investigative firm, as well as Vice President of a Super Regional Financial Institution. Earlier in his career, Frank spent 14 years in law enforcement with the Hartford Police Department and the Federal Bureau of Investigation. Additional Resources Episode 77-Going Solo with Employment Law and Workplace Investigations Episode 19-Canoeing vs. Whitewater Rafting-A Career Conversation With Jose Sierra
Anna Brumby, Walden Businesses (North Fulton Business Radio, Episode 453) Anna Brumby, a principal at Walden Businesses, joined host John Ray to cover various aspects of her work as a business broker and intermediary. She had advice on what to look for in a business broker, how to prepare your business for sale, stepping back […] The post Anna Brumby, Walden Businesses appeared first on Business RadioX ®.
This special series highlights AHLA leaders who discuss key moments in their careers, current and future trends in health law, and AHLA's role in their professional development. In this episode, Chip Hutzler, Director, Horne LLP, speaks with Carol Carden, Managing Principal of Valuation Services, PYA. Carol is a member of AHLA's Board of Directors. Carol talks about what led her to health care consulting, why health care valuations appeal to her and the challenges involved, how to start building a professional network early in one's career, why AHLA will always play an important role in health law education, and what her plaque will say when she is inducted into the “Health Law Rock Star Hall of Fame.”Sponsored by Horne LLP.
The audience will hear from the head of an organization, which has roots in turning around bank appraisal departments during the crisis of the early 1990s. The firm has worked with both lenders and regulators to offer unmatched third-party appraisal management expertise to financial institutions.There have been some interesting trends observed in the world of commercial real estate, many due to the pandemic. The rise of hybrid work environments, the effects of e-commerce, the explosion of construction costs, and the shuffling of commercial office space by all different size businesses. One thing that has remained consistent is the need for knowledgeable, experienced real estate appraisal and valuation specialists to work with lending institutions, regulators, and businesses who have needs in the space.We are joined by George Denman, President at The Oxford Group & Oxford Commercial Appraisal Management. George and his team have been committed to the ideas of Expertise, Service, and Independence since opening their doors nearly 30 years ago, and those principles continue to guide the firm to this day. Come take a listen as we discuss some of the history and the trends in real estate that have led us to this point.Website: http://oxfordamc.com/ LinkedIn: https://www.linkedin.com/in/george-denman-66898362/ Email: george.denman@oxfordappraisal.netPhone: (973) 970-9333
Episode Seven: Investigative Insights: A Conversation With a Former FBI Agent Former FBI agent Mark Calnan, now a licensed private investigator and principal with the Forensic and Valuation Services team at Withum, takes you inside the mind of a criminal investigator, from the initiation of cases to the important collaboration between FBI agents and AUSAs in the U.S. Attorney's Office. Guided by host Matthew Adams, this episode is a rare look at the flip side of a white-collar investigation.
Mario's guest in this episode is Federica Nazzani, Managing Partner of Capital Assist (Valuation) Inc. Federica, who is both a CPA and a chartered business valuator, advises businesses on valuation issues arising in potential sale and acquisition scenarios as well as at other points in the business cycle. She and Mario discuss the importance of professional advisors as sounding boards for business owners, particularly in times of uncertainty.
Steve Magar, owner of Kern Valuation Services (How to Interface with the Public) guides us on trusting an employee to help your business, being an introvert in public, growing your business through your connections, and...running out of air in a wreck?
COVID-19 rocked the world in most industries, but particularly for biopharma and pharmaceuticals, which were at the forefront. Tyler Ridley, Senior Manager of Valuation Services at Weaver, joined this episode of Weaver: Beyond The Numbers Podcast with Weaver hosts Howard Altshuler, Partner-In-Charge of Real Estate Services, and Rob Nowak, Tax Partner with Weaver, to discuss the rebound and current financial state of the biopharma and med tech industries.Since the pandemic, the spike in healthcare initial public offerings (IPOs) and performance solidified the IPO pathway and exit strategy for life science investors. “I think it's a shift in the narrative in biopharma and medical technology from profit-driven industries characterized by nefarious price gouging executives to more strategic industries that really came to the aid of the government and society more broadly in a time of crisis,” Ridley added.While there were deal drop-offs in 2020 because of factors like the lack of elective surgeries, there was an increase in 2021 deals for digital therapeutics and delivery of care models. MedTech is just one example of this. “MedTech's deal value has also exceeded 2020 totals so far and is on pace to be the highest value since 2017 despite a decline in total deal volume which indicates that the value per deal on average is increasing,” stated Ridley. The M&A market has been muted this year, which is related to concerns with regulatory action to curb pricing power and lower drug prices. Risk tolerance to acquire other companies is not as favorable as it is to license their technology. As for M&A activity for the rest of 2021, valuations are high, making it difficult for executives to gain acquisitions. The turbulent regulation environment combined with the lack of an FDA head is also hard to cope with. Additionally, the current supply chain issue may result in vertical acquisitions boosting M&A activity.For more podcasts, whitepapers, and thought leadership on this topic, visit weaver.com.
COVID-19 rocked the world in most industries, but particularly for biopharma and pharmaceuticals, which were at the forefront. Tyler Ridley, Senior Manager of Valuation Services at Weaver, joined this episode of Weaver: Beyond The Numbers Podcast with Weaver hosts Howard Altshuler, Partner-In-Charge of Real Estate Services, and Rob Nowak, Tax Partner with Weaver, to discuss the rebound and current financial state of the biopharma and med tech industries.Since the pandemic, the spike in healthcare initial public offerings (IPOs) and performance solidified the IPO pathway and exit strategy for life science investors. “I think it's a shift in the narrative in biopharma and medical technology from profit-driven industries characterized by nefarious price gouging executives to more strategic industries that really came to the aid of the government and society more broadly in a time of crisis,” Ridley added.While there were deal drop-offs in 2020 because of factors like the lack of elective surgeries, there was an increase in 2021 deals for digital therapeutics and delivery of care models. MedTech is just one example of this. “MedTech's deal value has also exceeded 2020 totals so far and is on pace to be the highest value since 2017 despite a decline in total deal volume which indicates that the value per deal on average is increasing,” stated Ridley. The M&A market has been muted this year, which is related to concerns with regulatory action to curb pricing power and lower drug prices. Risk tolerance to acquire other companies is not as favorable as it is to license their technology. As for M&A activity for the rest of 2021, valuations are high, making it difficult for executives to gain acquisitions. The turbulent regulation environment combined with the lack of an FDA head is also hard to cope with. Additionally, the current supply chain issue may result in vertical acquisitions boosting M&A activity.For more podcasts, whitepapers, and thought leadership on this topic, visit weaver.com.
In today's episode, our guest is Aryeh Sheinbein, Managing Director with Alvarez & Marsal's Valuation Services practice and a member of the Alternative Investment Services group. Aryen has over 20 years of expertise in the financial services industry, having held senior roles in private equity and hedge funds, as well as valuation consulting firms. He advises private equity businesses, hedge funds, and business development firms on valuation (BDCs). His knowledge includes appraising private equity fund portfolios of illiquid stock holdings as well as the underlying equity valuations of portfolio firms. And today, he'll reveal business concepts you didn't know you were aware of. [3:03] Why should we listen to you? I would probably not start talking about myself. I'd probably try and get to know you and talk about you. So I don't think there would be anything to tout myself as to why you should listen to me. But I have four kids and have been married for over 20 years, so I guess I have some experience in that realm. In terms of business, I have been doing finance stuff for 20 some odd years. Other than that, I'm more of a listener rather than a talker. I prefer to listen and to talk. [5:57] Integrity in Work I don't think I'm alone in thinking that there are people who aren't completely honest, but I believe that for the most part, people are honest. However, when I'm dealing with clients, whether selling or advising them on the value of a business or an investment, I know that they are aware that I may not always tell them what they want to hear. [8:55] Daily Work I describe it as simply as possible because I get hired by private equity firms, hedge funds, and all kinds of asset managers. They want me to help them value businesses or investments that they're making that aren't necessarily like public information. And then we're going to work with them to help those businesses or those investments be worth more. [10:45] Valuation of Business or Work I think there are a few things that you said that are important. And then you can kind of break down and get into the weeds on some of these things. The most important thing is that history isn't irrelevant, but it's not what they're buying. Cash flows are critically important. [11:59] Can I pull a person out? or drop a person in? These things make your business much more valuable. The CEO's job is to be that visionary, but not to be the day-in and day-out of the business. If you have a physical product business, you can email these people, mail them or call them or get in touch with them. [12:58] You may reinvigorate them even if they haven't bought in the last two weeks, a month, or however long it has been. From a conceptual standpoint, you must detach yourself from the day-to-day operations and make them more valuable. [15:30] Lion's Den Podcast I didn't realize how entrepreneurially driven I was until I got this job. I think many people get into a business or want to get into business. And there's something that they don't know about it. And there are many things you didn't even know that you shouldn't have. So the idea is that when you have someone who's gone through something, you will be able to extract that information from them and educate people and bring it to people. [19:47] What's the hope for the world with the podcast? When I started, it was one thing, and now it's pivoted and shifted to another. And that is as people get access to other people's stories, it's a connection matter. It builds that trust for people to say this guy has some value to bring to me. I want to understand least like what to do with my money or understand it. I know that I can potentially talk to this guy and feel reasonably trustworthy from it. [22:33] What promise did God make to the world when He created you? That I will leave it a better place than I came into it. Key Quotes [4:15-4:22] “A lot of times, people are nervous about making that connection because of the stereotypical and the negative bias that comes with it.” [9:38-9:43] “When they're investing, they're looking for a financial return because they're going to they're going to exit it at some point.” Learn more about Aryeh Sheinbein on: Website: https://linktr.ee/aryehthebu Twitter: https://twitter.com/aryehsheinbein Instagram: https://www.instagram.com/aryehthebusinessman LinkedIn: https://www.linkedin.com/in/aryehsheinbein Podcast: https://insidethelionsdenpodcast.com/
COVID-19 rocked the world in most industries, but particularly for biopharma and pharmaceuticals, which were at the forefront. Tyler Ridley, Senior Manager of Valuation Services at Weaver, joined this episode of Weaver: Beyond The Numbers Podcast with Weaver hosts Howard Altshuler, Partner-In-Charge of Real Estate Services, and Rob Nowak, Tax Partner with Weaver, to discuss the rebound and current financial state of the biopharma and med tech industries.Since the pandemic, the spike in healthcare initial public offerings (IPOs) and performance solidified the IPO pathway and exit strategy for life science investors. “I think it's a shift in the narrative in biopharma and medical technology from profit-driven industries characterized by nefarious price gouging executives to more strategic industries that really came to the aid of the government and society more broadly in a time of crisis,” Ridley added.While there were deal drop-offs in 2020 because of factors like the lack of elective surgeries, there was an increase in 2021 deals for digital therapeutics and delivery of care models. MedTech is just one example of this. “MedTech's deal value has also exceeded 2020 totals so far and is on pace to be the highest value since 2017 despite a decline in total deal volume which indicates that the value per deal on average is increasing,” stated Ridley. The M&A market has been muted this year, which is related to concerns with regulatory action to curb pricing power and lower drug prices. Risk tolerance to acquire other companies is not as favorable as it is to license their technology. As for M&A activity for the rest of 2021, valuations are high, making it difficult for executives to gain acquisitions. The turbulent regulation environment combined with the lack of an FDA head is also hard to cope with. Additionally, the current supply chain issue may result in vertical acquisitions boosting M&A activity.For more podcasts, whitepapers, and thought leadership on this topic, visit weaver.com.
Daren and Tina are joined by Rick Evans, a returning guest to the show. Rick is Director of Valuation Services at McCay Duff and his work focuses on business evaluation and income determination reports for family law. Curious how a separation occurs when both parties share ownership of a business? This episode covers all those details, and more. Contact Rick via email at revans@mccayduff.com or at 613 292 6640 Looking for your divorce professional? CleanBreak and DivorceNet are here to guide you to the right person. www.mycleanbreak.ca Facebook | Instagram | LinkedIn --- Support this podcast: https://anchor.fm/cleanbreak/support
The used battery electric vehicle (BEV) marketplace will see a flood of new entries, more than 100, in the coming years. As more BEVs are placed on secondary marketplaces, many consumers will be interested in knowing the total cost of ownership. This will be especially true as the segment matures and purchasers shift from enthusiasts and early adopters to mainstream budget conscious buyers. J.D. Power and ALG experts discuss their insights regarding the BEV gains made in terms of value retention, residual values and total cost of ownership on the latest episode of the J.D. Power Valuation Services' “Golden Age of Used Vehicles Podcast” episode. Featuring David Paris, senior manager of market insights with J.D. Power Valuation Services and Cari Crane, director of industry insights with ALG a Division of J.D. Power. Hosted by Jack Nerad, automotive author, journalist, radio host, North American Car of the Year Vice President and Motor Press Guild President.
In this episode we hear from Kevin Voigt who is a Partner in the Economic and Valuation Services practice of KPMG LLP (US). He is the National Leader of KPMG’s Valuation Services Practice. Kevin shares with us challenges and opportunities companies face in being intentional about gender diversity, how he's helped diversify his organization, and how his leadership style has adapted to the rapid change of pace.
Jonathan Banks, Vice President and General Manager of J.D. Power Valuation Services joins Jack Nerad, automotive author, journalist, radio host, North American Car of the Year Vice President and Motor Press Guild President to kick off the series with the first episode, “J.D. Power Valuation Services Transformation: Why It Matters."
Auto auctions are back! Live, that is. Online auctions have continued during the pandemic, but January sales are a key indicator for collector car sales. And what a January it was. Brian Rabold, Vice President of Valuation Services at Hagerty, is our guest on this episode of The Weekly Driver Podcast. Co-hosts Bruce Aldrich and James Raia talk with Rabold about the new year, the return of live auctions and some of the surprising prices paid for vehicles. Hagerty reports a 1957 Chrysler New Yorker helped launch a resurgence in station wagon prices as the 2021 auction season began strongly in January with $181.9 million in sales. According to Hagerty, January 2021 auto auctions generated $181.9 million. The impressive tally doesn't include sales from the launch of the Barrett-Jackson campaign. It's been postponed until March. "For us at Hagerty and others in the collector car market, January is a huge month. It always has been," said Rabold. "Barrett Jackson is one the anchor events that happens every January and over the years nearly a dozen events have sprung up around it. "A lot of people look around and see whats's going on at those auctions, read the tea leaves and see where the market is headed. Of course, this year is very, very different." Hagerty: New Auction Season Strong Hagerty compiled a list of the top sellers about January and it's an impressive, diverse collection. The month kicked off with Mecum's best-ever Kissimmee, Florida sale. Mecum offered 24 percent fewer lots than in 2020, but total sales were 27 percent higher thanks to a sell-through rate that jumped from 64 percent in 2020 to 83 percent in 2021. Average sale prices increased by 31 percent. This performance likely gave confidence to bidders at RM Sotheby's and Bonhams sales, which respectively recorded 102 and 112-percent increases in average selling price. Gooding & Company's average price fell 2 percent, from $293,501 to $287,100. The usual Ferrari, Corvette, Cobras and other popular collector vehicles all sold well. But, for something different, here two unique sales from January. A 1957 Chrysler Town & Country wagon sold for $67,200. The upscale machine has air conditioning and power everything—amenities a modern driver should greatly appreciate. It "straddles the line between family commuter and rip-snorting tire smoker," wrote Hagerty, "with fantastic 1950s jet-age styling and good performance from its 325-horsepower 392 engine." Mecum Auctions also sold a 1972 Chevrolet C10 CST for $88,000. The surprising price more than doubled the average condition value. The C10 short-bed pickup is equipped with a 400-cubic inch big block engine. It also has some cool features: bucket seats with houndstooth upholstery, a center console and faux wood-grain trim. Please join us as Rabold details what January meant to the collector industry. The Weekly Driver Podcast encourages and appreciates feedback from our listeners. Please forward episode links to family, friends and colleagues. And you are welcome to repost links from the podcast to your social media accounts. The idea of more eyeballs on more content works for us. Support our podcast by shopping on Amazon.com. A graphic display at the bottom of the post links to automotive selections of the online retailer. But there's also a search function for anything available directly from the site. Hagerty reports a 1972 Chevrolet C10 CST sold for $88,000 in January. If you shop via this site, we receive a small commission. It helps us continue to produce independent content. The site began in 2004 and includes more than 700 reviews. The podcast is in its third year, and we've had a diverse collection of guests — famous athletes, vintage car collectors, manufacturer CEOs, automotive book authors, industry analysts, a movie stuntman and episodes from auto shows and car auctions. Please send comments and suggestions for new episodes to James Raia via email: j...
We are a boutique financial service firm specializing in quantitative analysis, derivative valuation and risk management. Our clients range from asset management firms to industrial, non-financial companies. Our services include: Valuation of financial derivatives such as convertible bonds, mortgage backed securities, variance swaps, credit default swaps, collateral debt obligation http://tech.harbourfronts.com/
On today’s show, we’re pleased to welcome back Larry Dixon, Senior Director of Valuation Services at J.D. Power, who was recently featured in the WardsAuto article, “Car Dealers Stop ‘Freaking Out’ About Used-Vehicle Sales.” In this segment, Larry gives us his take on how the used car market has fared amidst the pandemic, as we near the end of Q2. https://www.cbtnews.com/j-d-powers-larry-dixon-examines-used-car-market-performance-as-we-near-the-end-of-q2/
Conoce los impactos que la pandemia está generando en los estados financieros de las empresas de la mano de Mercedes Fuguet, Socia de Capital Markets, Juan La Greca, Socio de Valuation Services, y Abraham Maldonado, Socio Business Valuation.Este podcast es traído a ti por PwC México, todos los derechos reservados. PwC se refiere a la red y/o una o más firmas miembros de PwC, cada una de las cuales constituye una entidad legal independiente. Por favor ingresa a www.pwc.com/structure para más detalles. El objetivo de este podcast es únicamente para difusión de información general y no debe usarse como sustituto de los servicios de consultoría de nuestros expertos.
Speaker: Igor Heinzer (Head of Valuation Services, Director, Deloitte Switzerland) Moderator: Matt Lock How and where should corporates allocate capital most effectively? How is the current situation affecting decisions that businesses are making? What's keeping CFOs and CEOs awake at night? For businesses aiming to succeed after the pandemic, explore the pitfalls, like focus on short-term cost savings, and listen in to hear options for sustainable long-term capital allocation. “I believe that the pandemic will maybe force companies to be more disciplined around capital allocation. What does that mean? It means that boards and senior management are going to ask some very tough questions around future investments and where to place the next dollar. I think that now there will be a period of self-reflection.”
In this new podcast, Carol Carden, Managing Principal of Valuation Services, PYA, talks with Margaret Davino, Partner, Fox Rothschild, and Latoya Dawkins, Counsel, Amgen, about their session "Evolving Landscapes: Vertical and Horizontal Integration in Post-Acute Care and Hospital Transactions" at AHLA’s virtual Transactions Program, which took place April 20-22, 2020. The podcast discusses whether COVID-19 will result in an increase in transactions or a difference in enforcement, addresses some of the most common primary antitrust concerns, and takes a deeper dive into a few recent cases. Sponsored by PYA.
This week on the Oilfield 360 Podcast, our hosts David de Roode and Josh Lowrey interview CEO and co-founder of Range Valuation Services, Robert Callaway. Robert guides our audience through what it is like to start a business in the age of economic uncertainty. The conversation is timely and educational with respect to what a difference a boots on the ground approach to understanding clients needs and how going the extra mile makes all the difference. Don't let the easy going style of Robert's delivery conceal how passionate he is when it comes to serving the Oilfield. rangevaluationservices.com Oilfield360.com The Oilfield 360 Podcast is the premier Oil and Gas podcast. We provide our listeners and subscribers with unique insight into the leadership of this great industry. We will be talking to industry leaders, disrupters and thought leaders who will share their background, knowledge, lessons learned and other tips and tidbits to our audience. Whether the topic is onshore or offshore, Upstream Exploration and Production or Upstream Drilling, Completion and Production Services; Equipment Manufacturing; Midstream or Downstream; Energy-focused Private Equity; People/Human Resources Issues; Risk Management & Safety Issues; the Environment or Regulatory Issues, we have this industry covered – 360 degrees.
Larry Dixon, who is senior director at J.D. Power Valuation Services, sits down with co-host Joe Overby at NADA Show 2020 to discuss his recent guest column on "Intelligent VINs in today’s used-vehicle environment."
"It has SO many economic benefits... by establishing those relationships and being authentic." GBD83. Business Valuation expert and AICPA Hall of Famer Kevin Yeanoplos shares some honest and revealing perspectives as we continue our focus on Cybersecurity Awareness Month 2019. He outlines how building better person-to-person connections and authenticity in client-relations can make a company worth more, and how getting comfortable with discomfort might actually be a good thing. In his decades of experience, he's seen that it's often like causing ripples in a pond: we need to throw in a pebble or two before we start making those little waves that drive the right impacts for staff and clients, or for potential investors and future business-purchasers. OCTOBER 2019 IS CYBERSECURITY AWARENESS MONTH SO VISIT THE AICPA & CIMA CYBERSECURITY RESOURCE CENTRE. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS. * how better authenticity can mean better security, * the value of discomfort, * the business benefits of genuine empathy, * the three types of people that generally pose security risks. OUR GUEST Kevin R. Yeanoplos, CPA/ABV, ASA is a Shareholder and the Director of Valuation Services for Brueggeman and Johnson Yeanoplos, P.C.(USA). Kevin has spent decades helping clients with the valuation of a diverse array of intangibles including patents, trademarks and song catalogs to name a few, whether it be for divorce or other litigation, financial reporting, gift and estate taxes, mergers and acquisitions or ESOP’s, among others. As both an expert witness and court appointed neutral in state and Federal courts across the country, he has assisted in a variety of complex valuation, financial analysis and damages issues. A popular and experienced presenter, Kevin frequently lectures throughout the United States on the topics of valuation, applied finance and financial analysis, including presentations to the Federal Bureau of Investigation, and has been a faculty member for the AICPA’s National Business Valuation School for close to 25 years. The AICPA honored Kevin’s contributions by inducting him into the AICPA Business Valuation Hall of Fame in 2010, recognizing individuals whose lifetime achievements and contributions have significantly advanced the valuation discipline and have enhanced the valuation profession for CPAs. Connect with him on LinkedIn. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)
Public Accounting doesn't have the most exciting or glamorous reputation, but there's a lot more to the field than it gets credit for. Mary Hsu (MAcc'09), VP at Goldman Sachs, and Margaret Ross (MAcc'14), National Office - Economic and Valuation Services at KPMG, talk about the opportunities, challenges, and career trajectories that come with a career in the field.
May 2015 - In this month’s episode, Jeremy Clopton, CFE, CPA, ACDA, Senior Managing Consultant of Forensic and Valuation Services at BKD, LLP, discusses the role of a company’s most protected, and useful, data when conducting fraud examinations.
Business and end-consumers in Europe have an appetite for American products and services, so it’s no surprise that there is a growing interest among entrepreneurs to grow their businesses by expanding into Europe. Andrew Pike, Managing Director at AN Valuation Services in The Netherlands has nearly 2 decades of investment industry experience as a valuation advisor and provider of M&A and transaction support in addition to other specialties. He’ll explain how cultural differences from country to country influence the way executives do business there and how expanding your company into European markets may be easier that you think.
Kevin relays his way to better client relationships When he’s not using his business valuation skills, you can find Kevin running around the country on a 200 mile Ragnar Relay or interviewing rock stars as a Beat Writer for AXS Entertainment. Kevin is a Shareholder and the Director of Valuation Services for Brueggeman and Johnson Yeanoplos, P.C. in Tucson, AZ. He was inducted into the AICPA Business Valuation Hall of Fame in 2010, recognizing fewer than 30 individuals whose lifetime achievements and contributions have significantly advanced the valuation discipline and have enhanced the valuation profession for CPAs. We met after I presented at an AICPA conference last year so it’s nice to talk with him again here. Kevin graduated Magna Cum Laude from the University of Utah, is a Certified Public Accountant Accredited in Business Valuation and Certified in Financial Forensics and was in the charter class of those earning the ABV credential and the CFF credential. Other pictures of Kevin (click to enlarge) Kevin talks with Jeff Bridges. John Mayer poses with Kevin after an interview. Kevin poses with Sting before a concert. Kevin running his leg of the Ragnar Del Sol. Kevin posing after the Pat’s Run for the Pat Tillman Foundation. Kevin carrying the baton in the Wasatch Back Ragnar Relay. Kevin’s links LinkedIn Brueggeman and Johnson Yeanoplos AXS Entertainment articles Ragnar Relays
Properly written buy-sell agreements are essential to the smooth transaction of any deal involving mergers and acquisitions. So why are most written so poorly, if at all? If the agreement in any way favors one party over the other, is based on an unreliable calculation method or excludes any pertinent information, the seller can find themselves in court. So how do you avoid litigation? What steps should you take to ensure that your buy-sell agreement is as iron-clad as possible? Those are just some of the questions we ask Michael Blake, CFA and director of Valuation Services at Habif, Arogeti & Wynne LLP in Atlanta, on this edition of “Deal Talk.”
Donald Osborne is an automotive consultant, historian, Accredited Senior Appraiser and a member of the American Society of Appraisers. He is the Principal of Automotive Valuation Services and advises on collection building, vehicle acquisition, and sales. He travels extensively in the U.S. and Europe, attending major events, rallies, and auctions. He has appeared as Co-host of the nationally-broadcast TV show “What’s My Car Worth” and has judged at major concours events including Amelia Island Concours and many others. Donald is a Contributing Editor and Auction Analyst for Sports Car Market magazine and has written for many publications including the Wall Street Journal, the New York Times, and Road & Track magazine. He is an active participant on many seminar panels and symposia. Donald is a quintessential car guy who loves sharing his automotive knowledge with other enthusiasts.
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