FVC2135. Tricky Valuation Issues



This distinguished panel will tackle the tricky part of valuation by addressing the tough issues, Including:



  • Discounts and premiums for minority and control valuations
  • What tax rates to use in an S Corp valuation?
  • Are S Corp premiums valid?
  • Cost of capital resources and reliability
  • What does company specific risk really capture?
  • How to determine long-term growth
  • Valuation reliability before, during, and after COVID
  • The market approach before, during, and after COVID
  • A new look at premises of value
  • Financial forecasts in periods of great uncertainty
  • Is there really an optimal capital structure?
  • What is normal in normalization adjustments in minority and control valuations?
  • The tension between “known or knowable,” subsequent events, and hypothetical conditions under SSVS and USPAP

Learning Objectives:

  • Address tough valuation issues faced by our profession
  • Discuss various valuation inputs and their implications in current environment
Date/Time
Nov 9
5:50 PM–7:05 PM
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
Session Tags
The Experienced Pro
Speakers
Image of Harold Martin

Harold Martin

CPA/ABV/CFF, ASA, CFE
Partner
Keiter
Image of Stacy Collins

Stacy Collins

CPA, ABV, CFF
Managing Director
Financial Research Associates
Image of Chris Mercer

Chris Mercer

FASA, CFA, ABAR
Chair
Mercer Capital
Image of James Hitchner

James Hitchner

CPA/ABV/CFF, ASA
Managing Director
Financial Valuation Advisors