Podcast
The FVS Valuation Podcast
Hosted by AICPA & CIMA · EN
The FVS Valuation podcast is a monthly show brought to you by AICPA & CIMA, together as the Association of International Certified Professional Accountants.
We celebrated our 100th episode in October 2024 and our archives include captivating conversations with subject-matter experts, and progressive ideas from thought leaders. The show notes for each episode will contain additional resources to assist you in learning about valuation topics!
The FVS Valuation Podcast is a part of the extensive resource library available from AICPA-CIMA'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.
21episodes
Episodes
Newest firstAll episodes
Current Trends in Private Credit Markets
Nov 600:25:24Tap to summarizePrivate credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis. Key takeaways • Industry economics and motivations of stakeholders and constituents • Applications and limitations of formal valuation and accounting guidance • Characteristics and valuation implications of payment-in-kind (PIK) features • Looking beyond carrying values to assess debt instruments Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host: Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services 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 our podcast platform to access the show notes with direct links. UPCOMING: Business Valuation School - Dec 1-5, Live online JUST MISSED: AICPA FVS Conference, Oct 27-29, 2025 - you can purchase sessions and the handouts. Please see here 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 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 Private credit valuation in alternative investments | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives • 409A Valuations – What you Need to Know • SAFEs, Convertible Notes, and Embedded Derivatives 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
Transcribe →ESOPs: Preserving Culture, Valuation and Empowering Employees
Oct 2300:28:51Tap to summarizeIn this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses. The conversation explores how ESOPs offer a compelling alternative to traditional exit strategies. The panel brings together perspectives from business valuation experts and those with firsthand experience in ESOP-owned firms, offering practical insights for business owners considering this path. Key Takeaways: ESOPs as a Succession Tool: ESOPs provide a way for business owners to transition ownership to employees, maintaining company culture and values while offering liquidity and a gradual exit strategy. Business Valuation for ESOPs: The success of an ESOP partly depends on accurate, third-party business valuation, which determines fair market value for the transaction and ensures sustainability for both sellers and employee owners. Transparency and Engagement Drive Success: Companies that openly communicate ESOP benefits and valuation processes to employees foster a sense of ownership, improve retention, and create a more engaged workplace culture. Guests: David Harkins, CPA/ABV/CFF, CFA, Mercer Capital Serena Morones, CPA/ABV, Morones Analytics Kyle Wolf, CPA/ABV, Stern Brothers Business Valuation Advisors Host: Alex Partin, CPA/ABV, Mueller & Partin, PS 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 our podcast platform to access the show notes with direct links. AICPA Forensic & Valuation Services Conference, Oct 27-29, Aurora, CO, attend virtually for 1,2,or 3 days Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you AICPA Employee stock ownership plans (ESOPs) resource center Journal of Accountancy articles : Employee ownership and taxes: Why firms are choosing ESOPs What to know when you client is considering employee ownership 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 Valuations performed for employee stock ownership plans (ESOPs) and FAQs What every valuation analyst should know about employee stock ownership plans (ESOPs) The FVS Valuation Podcast archives From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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
Transcribe →Insights for Navigating Common Issues in Business Valuation - 2025 update
Oct 200:26:21Tap to summarizeIn this episode, host Greg Saunders is joined by a diverse panel of guests for a candid discussion on business valuation practices and regional nuances. The panel explores key topics including: Tax effecting PTEs post-TCJA Using the guideline transaction method effectively Managing timing mismatches in real estate appraisals Aligning valuation and transfer dates Differentiating personal vs. enterprise goodwill Whether you're a seasoned valuation professional or an emerging professional, this episode offers practical insights and real-world perspectives to help navigate common valuation scenarios. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Tiffany Mellow, CPA/ABV, Perkins & Co David Harkins, CPA/ABV, Mercer Capital Jessica Landay ABV, Harper Hofer Host: Greg Saunders, CPA/ABV, Keiter 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 our podcast platform to access the show notes with direct links. AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you 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 Considerations when using the Guideline Company Transaction Method (GCTM) How to use MergerShark to improve your market approach | FVS webcast archive FVS estate and gift toolkit Estate and gift valuation case law - key takeaways | FVS webcast archive Working with other appraisers - valuation of FLPs holding real estate The FVS Valuation Podcast archives Personal vs. Enterprise Goodwill: Key Things to Know Making a Case for Using the Market Approach for Determining Fair Market Value Real Estate in the Valuation of Operating Entities and Holding Companies 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
Transcribe →Defining the Limits: Navigating Tax Risk with Formula Transfer Clauses
Sep 400:32:49Tap to summarizeJosh Shilts interviews estate and tax attorney, Bo Trudeau, about formula transfer clauses for estate and gift tax planning. They discuss how these clauses can help reduce tax risk for transfers of hard-to-value assets, review key cases such as Wandry and Procter, and clarify the differences between the various types of formula transfer clauses. The episode highlights the importance of establishing intent, consistent documentation, and timely valuations, and also provides specific strategies to bolster formula transfers against challenges from the IRS. Key takeaways include: Evolution of the case law relating to formula transfers Distinctions between defined value, price adjustment, and other clauses Essential strategies and documentation for formula transfers Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Robert H. "Bo" Trudeau, JD, LLM, Purcell, Flanagan, Hay & Greene, P.A. Host: Josh Shilts, CPA/ABV/CFF/CGMA, Forensic & Valuation Services Director, Dean Dorton 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 our podcast platform to access the show notes with direct links. Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online VS Section 100 Toolkit This toolkit is designed to provide non-authoritative guidance on the development of valuation or calculation engagements in accordance with VS Section 100. Statement on Standards for Valuation Services ("VS Section 100" or "SSVS"), Valuation of a Business, Business Ownership Interest, Security, or Intangible Asset FVS Section Benefit - FVS estate and gift toolkit Stay up to date on the latest FVS estate and gift guidance. This toolkit will serve as an invaluable resource to keep you up to date on the latest guidance. The FVS Valuation Podcast archives Complexities Of Subsequent Events in Business Valuation Enhancing Professional Growth through AICPA FVS Section Resources and Participation Estate Planning – Anticipating the Change in 2025 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
Transcribe →Valuing Startups in a Shifting Economy
Aug 700:28:58Tap to summarizeIn today's uncertain market with high capital costs and changing investor demands, startup valuation requires both expertise and adaptability. Valuation specialists Ross McSwain and Charles Gallman discuss how economic challenges are shaping current models and highlight the growing importance of founder vision and qualitative factors. They outline cost, market, and income approaches for different growth stages, referencing AICPA guides and practical experience, and stress the need to align methods with milestones and capital structure. Key takeaways Valuation shifts as startups grow Qualitative factors matter VC return goals set discount rates Cost approach applies beyond early stages Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Charles Gallman, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Managing Director, Advisory Services, Grant Thornton Host: Nene Glenn Gianfala, CPA/ABV, Senior Vice President – Valuation Advisory Group, Chaffe & Associates 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 our podcast platform to access the show notes with direct links. Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online 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 Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide 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 Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide The FVS Valuation Podcast archives Early-Stage Valuation, A Conversation with author Antonella Puca 409A Valuations – What you Need to Know Valuation Considerations in Equity Compensation 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 th...
Transcribe →Valuation in a Climate of Uncertainty
Jul 2400:31:22Tap to summarizeFVS Valuation subject matter experts Josh Shilts and Dave Consigli address current challenges encountered by professionals conducting valuations, emphasizing that these competencies remain fundamental — mirroring those required during the Covid period. Their discussion highlights several important insights: Embracing Economic Volatility: Ongoing economic uncertainty has become a constant factor, making adaptability essential for valuation professionals. Assessing Client Risk Management: It is critical to evaluate how clients are managing financial, operational, and strategic risks. The Importance of Industry Knowledge: In-depth understanding of industry dynamics remains vital. Composition and management of a company's workforce – especially in the context of generational shifts and the integration of AI. Guest: Josh Shilts, CPA/ABV/CFF/CGMA, Forensic & Valuation Services Director, Dean Dorton Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ 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 RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Check out these free resources Statement on Standards for Valuation Services (VS Section 100) Disaster Relief Resource Center Tariff Resource Center Demystifying M&A Valuation Engagements - What Sellers (and Buyers) Need to Know Navigating Business Interruption Claims | FVS webcast archive 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 AICPA VS Section 100 subsequent event toolkit Considerations when valuing distressed or impaired businesses FAQs Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy | FVS Practice Aid Calculating Lost Profits | FVS Practice Aid FVS Quick Reference Guide: Standards and Premises of Value The FVS Valuation Podcast archives Complexities Of Subsequent Events in Business Valuation Enhancing Professional Growth through AICPA FVS Section Resources and Participation Transparency in Private Market Valuations LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the <a href= "https://www.aicpa-cima.com/resources/download/abv-infographic?cid=radio:podcast:podcast-shownotes:abvinfographic:aicpa&utm_medium=radio...
Transcribe →AI in Alternative Investments and Financial Instrument Valuation: Practitioner Perspectives
Jul 1000:30:32Tap to summarizeAI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets. This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation. AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services 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 our podcast platform to access the show notes with direct links. Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online 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 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 The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation 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
Transcribe →Making a Case for Using the Market Approach for Determining Fair Market Value
Jun 2600:19:37Tap to summarizeDave and Lisa explore the intricacies of the market approach highlighting the importance of using reliable market data and multiple valuation approaches to achieve accurate results. They discuss how risk factors and company size influence valuation multiples and provide practical tips for applying these concepts in real-world scenarios. Key takeaways include: Combining income, market, and asset approaches helps mitigate the risk of skewed valuation results Understanding and adjusting for risk factors, such as customer and supplier risks, is crucial in determining accurate valuation multiples. Market multiples should be adjusted for forward-looking earnings and industry-specific risks to ensure they reflect the true value of a business. Guest: Lisa Cribben, CPA/ABV, Partner, Hawkins Ash CPAs Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ 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 RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO, in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you 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 How to use MergerShark to improve your market approach | FVS webcast archive 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 The FVS Valuation Podcast archives Women Leaders in Business Valuation The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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
Transcribe →From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services
Jun 1200:27:51Tap to summarizeThis is a refreshed version of an episode from July 2021. Some voice distortion may be present. Please scroll down to find links to essential resources that have been developed since the original publish date. In this episode, we explore the many paths available to accounting and finance majors who aspire to work in forensics and valuation services particularly as an expert witness. Dean Driskell tells his journey as a forensic accounting and valuation professional. He and host, Josh Shilts, share pivotal moments that have defined their careers and the skills they consider essential for success. Key Topics Discussed: Insights into the diverse career opportunities within the profession Practical advice on how to navigate the intersection of finance and accounting through the different stages of one's career Understanding your audience and how it can impact your effectiveness as a professional Strategies for developing and honing skills that are essential for success and how to find opportunities to improve these skills Check out our newest resource Welcome to a career in forensic and valuation services - early-career guidance, built for you (accessible to everyone) Guest: F. Dean Driskell III, CPA/ABV/CFF, Executive VP, JS Held LLC Host: Josh Shilts, CPA/ABV/CFF/CGMA, Dean Dornton 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 our podcast platform to access the show notes with direct links. Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you The FVS Valuation Podcast archives Women Leaders in Business Valuation The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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
Transcribe →Early-Stage Valuation, A Conversation with author Antonella Puca
May 22, 202500:26:14Tap to summarizeIn the evolving world of alternative investments, AICPA's "PE/VC" guide often is only a starting point in the valuation of complex financial instruments. Valuation specialists in this field combine their experience with formal guidance and financial theory. Ms. Antonella Puca, Managing Partner at BlueVal, wrote a book on "Early Stage Valuation, A Fair Value Perspective" that summarizes her studies and experience in this field. We will discuss her journey and hear how she addresses: Presenting technical complexity in a clear and concise form Influence of the fair value perspective on the scope and perspective of the book Ongoing relevance of fair valuation concepts in an evolving industry and economy Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Antonella Puca, Partner, BlueVal Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services 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 our podcast platform 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 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 The FVS Valuation Podcast archives Valuing Complex Financial Instruments 409A Valuations - What You Need To Know Valuation Considerations in Equity Compensation Financial Instrument Valuation Series: SAFEs, Convertible Notes, and Embedded Derivatives 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
Transcribe →