I migliori Valuation podcast (2024)

1
Real Estate in the Valuation of Operating Entities and Holding Companies 26:04

9d ago26:04

26:04

There are nuances to dealing with real estate in the valuation of operating companies or real estate holding companies. Lisa and Chris tackle the important considerations for business valuation appraisers such as: Implications for your analysis and the applied valuation approaches, as well as your overall conclusion of value Tax consequences due to…

1
A Fractional CFO’s Role in Business Growth and Exit Strategies 53:06

15d ago53:06

53:06

Today we're discussing a Fractional CFO's role in business growth and exit strategies with Alina Rivera. She's a CEO and founder of Advising Puerto Rico, LLC, and she specializes in Business Valuations and Strategic Planning. Her expertise also includes internal audit, due diligence, capital raises, feasibility analysis and transfer pricing for com…

1
Eye on Fraud - Too Good to be True: Ponzi Schemes 32:09

9d ago32:09

32:09

Once a Ponzi scheme has been exposed as a financial fraud, a forensic accountant’s skills are instrumental in the investigation of the fraud and assessment of damages. The Eye on Fraud authors, Rumbi and Kathy, share: What is a Ponzi scheme vs. a pyramid scheme vs. multi-level marketing How and why Ponzi schemes draw in victims Ponzi scheme red fla…

1
Insights for Navigating Common Issues in Business Valuation 24:28

23d ago24:28

24:28

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, …

1
Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025 1:04:13

1M ago1:04:13

1:04:13

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 Divorce Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Today we're speaking with Amber Widener about Minimizing Taxes and Maximizing Wealth. It's really about the sunset of…

1
High Times for CPAs? – Forensic Accounting Services in the Budding Cannabis Industry EXTRA 24:45

1M ago24:45

24:45

Clay and Howard got into the cannabis industry because it presented interesting opportunities to serve new clients in a growing industry. The learning curve has been steep given the regulations and cash-based nature of the business, and building trusted relationships is key to success. Forensic accountants can play an important role as the industry…

1
Byteful Insights: Valuing Tech and Data- a conversation with the IVSC 20:34

1M ago20:34

20:34

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 p…

1
FVS Eye on Fraud – Accountants and the Battle Against Money Laundering 36:16

2M ago36:16

36:16

With an increased understanding of financial crimes and money laundering, accountants can assist law enforcement, banks, investors, and governments with information that can be useful to help Keep our capital markets functioning as intended Protect our national security by preventing or disrupting illicit finance. This episode is a discussion surro…

1
Valuations for Gift and Estate Taxes: Review and Best Practices 24:41

2M ago24:41

24:41

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape. The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift ta…

1
Selling Strategically: Unleashing Maximum Value in your Business Exit 57:54

2M ago57:54

57:54

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, …

1
The Intricacies of Intellectual Property in Business Valuation 39:51

2M ago39:51

39:51

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’re discussing the Intricacies of Intellectual Property in Business Valuation with Michael Koeppel. With three decad…

1
Protecting Yourself While Conducting Internet Based Investigations 19:49

3M ago19:49

19:49

Whether you perform investigations or not, you'll find real-world applicability in this interview with Ryan who will share with us the challenges of open source intelligence investigations (OSINT), including: Basics that investigators need to be aware of before conducting investigations How OSINT works with digital forensics What You might be givin…

1
Valuation Court - Key Takeaways from Recent Cases 28:01

3M ago28:01

28:01

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including: Whether PPP funds should be included in a marital dissolution valuation A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials A divorce case where the court …

1
Start Your Year on a High Note - An Overview of the Marijuana Industry in 2023 25:45

4M ago25:45

25:45

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents. Conflict between federal and state laws and regulat…

1
The Forensic Accountant's Role in M&A Disputes 20:47

4M ago20:47

20:47

Frank and Josh Epstein delve into the intricate world of M&A disputes, exploring the critical and varying role forensic accountants serve in navigating complex financial landscapes. This includes an independent accountant/arbitrator, independent expert, or consulting expert. From the impact of shifting interest rates to the looming wave of baby boo…

1
Selling Your Business: How to Negotiate the Highest Price 40:44

4M ago40:44

40:44

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 talking about selling your business: How to negotiate the highest price with Jamar Cobb-Dennard. He is a busin…

1
The New Normal: Cost of Capital in a Higher Interest Rate Environment 34:54

5M ago34:54

34:54

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt. This …

1
Value Creation at Every Stage of the Business Cycle 58:28

5M ago58:28

58:28

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 divorce financial mediator in St. Louis Missouri. Today we are discussing Value Creation at Every Stage of the Business Cycle with Jordi Pujol a CFA or Chartered Financial Analyst, and MBA graduat…

1
Eye on Fraud - Q1 - Ransomware Attacks and the Forensic Accountant’s Role 24:24

5M ago24:24

24:24

We discuss with Rumbi Petrozzello, the lead author of the winter 2023 issue of Eye on Fraud, a quarterly publication created by the FLS Fraud Task Force: What is ransomware? What are the key techniques used to attach IT networks What should forensic accountants do, both professionally and personally, before and after an attack? The FVS podcast will…

1
Understanding the Start-Up Ecosystem in India: A Business Valuation Conversation 42:15

5M ago42:15

42:15

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 discussing the start-up ecosystem in India with Zeal Karwa who is located in Mumbai, India. Zeal is a Certified…

1
Eye on Fraud - Q2 -The Role of Forensic Accountants in Government Investigations 29:56

6M ago29:56

29:56

This is not the GAGAS you learned in college! Today Elizabeth is joined by veteran investigators and close colleagues, Amy, and David, who share their first-hand experiences assisting with government agency investigations. You will not be reminded what GAGAS stands for but will get practical insights concerning hiring and firing including current t…

1
Recognizing Financial Issues: Lost Profits vs. Loss of Value 36:41

6M ago36:41

36:41

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…

1
Learn by Communicating - The Litigation Talk Series at the FVS Conference 22:37

7M ago22:37

22:37

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: bei…

1
Using Reset Moments for Employee Engagement with the FVS Conference keynote 20:44

7M ago20:44

20:44

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 t…

1
The Importance of a Second Valuation Opinion 46:04

7M ago46:04

46:04

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 mediator and business valuation expert in St. Louis, Missouri. Today, we are discussing the importance of a second valuation opinion with Michael Koeppel. In his 30 years of experience, Mr. Koeppel …

1
Engaging Minds, Empowering Success - a visit with the 2023 FVS Conference Chairs 29:07

8M ago29:07

29:07

HOSTS. Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. GUESTS. Travis Armstrong, CPA/CFF, CFE, Partner - Forensic Accounting and Litigation Services, Hemming Morse LLP Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs The FVS podsquad are jo…

1
AI Won't Take Your Job, But This Might... 43:04

8M ago43:04

43:04

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 Mediator and Business Valuation Expert in St. Louis, Missouri. Today we're discussing how "AI won't take your job, but this might", and I'm with here with Jesse Rubenfeld and Tom Zehentner with FinO…

1
When Forensic Accounting and Business Valuation Join Forces 20:36

8M ago20:36

20:36

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 inco…

1
Understanding the Criteria and Tax Advantages of an ESOP 44:00

8M ago44:00

44:00

Support the showDi Melissa Gragg

1
Expert Witness - Defending your Business Valuation in Litigation 19:47

8M ago19:47

19:47

Hosts Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP Guest: Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, includin…

1
ESG Highlights from the IVSC 34:32

9M ago34:32

34:32

Host: Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Guest: Alex Aronsohn, FRICS, Director of Technical Standards - Tangible Assets, International Valuation Standards Council (IVSC) Join us for another podcast that highlights the importance of ESG and its potential impact on business valuations. Our guest for this segment is Alex Aron…

1
Is it the End for the Noncompete? 40:43

9M ago40:43

40:43

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…

1
FVS (Best) Practices - Current Thinking on Recruiting and Retaining Talent 38:03

10M ago38:03

38:03

Host: Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC Guest: Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC We welcome Mike Blake again to join Josh Shilts and discuss the current recruiting and retention landscape. Mike provides provoking thoughts on how to help you manage and navigate your FVS firm by a…

1
From Retention to Report Issuance and Everything In Between 14:13

10M ago14:13

14:13

Host: David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s): Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind Description: Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in …

1
Crypto Assets and Crypto Currencies Part 2 46:39

11M ago46:39

46:39

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special cha…

1
Crypto Assets and Crypto Currencies Part 1 25:28

11M ago25:28

25:28

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special cha…

1
Exploring ESOP and Employee-Led Buyouts: Insights from a Private Equity Perspective 51:10

12M ago51:10

51:10

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 mediator and business valuation expert in St. Louis, Missouri. Today we are discussing ESOP and employee-led buyouts insights from a private equity perspective with Michael Koeppel. In his 30 years of e…

1
Recruiting Challenges in BV: The Perfect Storm 29:57

12M ago29:57

29:57

Host: Nene Gianfala, CPA/ABV/CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest: John Borrowman, CPC, President, Borrowman Baker LLC Join Nene and recruiter, John Borrowman, as they chat about the unique challenges for recruiting in the business valuation industry including the: · Perfect Storm in the industry – what does it mean? · Outmigration – th…

1
ESG & the Cost of Capital 25:54

1y ago25:54

25:54

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest: Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School Randy Priem is an expert on market infrastructures and financial benchmarks at the Belgian Financial Services and Markets Authority (FSM…

1
Turning Risk into Value - Gathering and Applying Information for Better Data Visuals 34:47

1y ago34:47

34:47

Host: Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC Guest(s): Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC Mr. Blake is best described as a “risk sherpa”. During this interview, Josh and Mike discuss the visualization of risk and the following concepts: Gaining an understanding of business risk outsid…

1
Women in FVS, A Multigenerational Perspective - Part 2 31:48

1y ago31:48

31:48

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests: Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll…

1
Divorce and Refinancing a Mortgage 42:21

1y ago42:21

42:21

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 mediator and business valuation expert in St. Louis, Missouri. Today we are talking about divorce and refinancing a mortgage, and I have the privilege of speaking with Emile Flowers. She's a Certifi…

1
Women in FVS, A Multigenerational Perspective - Part 1 22:44

1y ago22:44

22:44

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests: Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll…

1
Donald Trump's Tax Return - a Case Study for Divorce Attorneys 1:09:09

1y ago1:09:09

1:09:09

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name's Melissa Gragg, and I provide online valuation services for mediation and litigation based in St. Louis, Missouri. Today we will discuss Donald Trump's tax return, and it's really a case study for divorce attorneys and what t…

1
Valuation Court is now in Session: New and Historical Cases Impacting Valuations Today 27:47

1y ago27:47

27:47

Host: Saumya Tayi, CPA/ABV, Director, Alix Partners, LLP Guest(s): Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice In litigation, the decisions in court cases create precedence for future court cases. Keeping up to dat…

1
Personal vs. Enterprise Goodwill: Key Things to Know 13:40

1y ago13:40

13:40

Host: Nene Gianfala, CPA/ABV/CEIV Chaffe & Associates, Inc. Guest(s): Karolina Calhoun, CPA/ABV/CFF, Vice President, Mercer Capital Audra Moncur, CPA/ABV, Partner, Wipfli, LLP Nene meets with FVS conference presenters Karolina Calhoun and Audra Moncur right after their presentation this past November. Join us as we dig into the topic of goodwill a …

1
Marketability Discounts 17:44

1y ago17:44

17:44

Host: David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s): Brian McIntyre, CVA, Partner, Withum - Forensic and Valuation Services Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Description: In this episode we interview Brian McIntyre and Natalya Abdrasilova, presenters at the 2022 FVS Conference, and disc…

1
ESG – Why the Business Valuation Practitioner Should Pay Attention 34:54

1+ y ago34:54

34:54

Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Josh’s conversation with Nene confirms that ESG is not a fad that is going away. This episode will provide you with takeaways that business valuation practitioners need to know including potential increased risks…

1
409A Valuations – What you Need to Know 22:35

1+ y ago22:35

22:35

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests: Zac Liermann, CPA, Senior Consultant, Wipfli LLP Jared Hannon, CFA, CEIV, Director, Grant Thornton LLP In this episode, we talk to Zac and Jared, who recently presented at the 2022 FVS Conference in Las Vegas on 409A Valuations and discuss the: History and explanation …

1
Cost of Capital Ramifications of the Russia-Ukraine War and Global Inflationary Pressures 35:12

1+ y ago35:12

35:12

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 f…

Podcast che vale la pena ascoltare

Podcast di Valuation

Podcast che vale la pena ascoltare

Guida rapida