In 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

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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

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The FVS Valuation Podcast archives

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

Insights for Navigating Common Issues in Business Valuation - 2025 update