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The FVS Valuation Podcast

The FVS Valuation Podcast

De: AICPA & CIMA
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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.©2025 Association of International Certified Professional Accountants. All rights reserved. Economía Gestión Gestión y Liderazgo
Episodios
  • Insights for Navigating Common Issues in Business Valuation - 2025 update

    Insights for Navigating Common Issues in Business Valuation - 2025 update
    Oct 2 2025
    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-TCJAUsing the guideline transaction method effectivelyManaging timing mismatches in real estate appraisalsAligning valuation and transfer datesDifferentiating 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 & CoDavid Harkins, CPA/ABV, Mercer CapitalJessica 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 onlineAICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person onlyBusiness Valuation School - Sep 8-12, Raleigh NC, in person onlyBusiness 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 archiveFVS estate and gift toolkitEstate and gift valuation case law - key takeaways | FVS webcast archiveWorking 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
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    26 m
  • Defining the Limits: Navigating Tax Risk with Formula Transfer Clauses

    Defining the Limits: Navigating Tax Risk with Formula Transfer Clauses
    Sep 4 2025
    Josh 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 transfersDistinctions between defined value, price adjustment, and other clausesEssential 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 onlineAICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person onlyBusiness Valuation School - Sep 8-12, Raleigh NC, in person onlyBusiness 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
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    33 m
  • Valuing Startups in a Shifting Economy

    Valuing Startups in a Shifting Economy
    Aug 7 2025
    In 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 growQualitative factors matterVC return goals set discount ratesCost 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 ThorntonRoss 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 onlineAICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person onlyBusiness Valuation School - Sep 8-12, Raleigh NC, in person onlyBusiness 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 CompensationValuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment CompaniesAssets 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 CompensationValuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment CompaniesAssets 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 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
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    29 m
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