Valuations -- Everything You Need to Know (and More) in Two Hours, Recorded Webinar Available June 22, 2021

Accounting, finance and tax practitioners are frequently presented with issues involving valuation matters, whether in tax, dispute (shareholder, matrimonial, corporate/commercial, etc.), estate, planning to avoid disputes (shareholder agreements, marriage/co-habitation contracts, etc.), succession planning, purchase/sale, financial reporting or other situations. While good practice in many situations will dictate the involvement of a valuation expert, it is very helpful for the trusted advisor to have a basic understanding of valuations and be able to speak the same language as the valuator, understand the relevant parameters of the particular situation, and be able to communicate valuation-related issues to the client.

Join Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV, Founder and President of Kalex Valuations Inc., for an overview of valuations, situation-specific considerations, as well as practical tips. 

More specifically, topics covered will include:

1. When a valuation is needed/triggers, and when valuations are not required
2. Valuation definitions, reference points and generally accepted valuation principles
3. Valuation basics

• Valuation methods and approaches
• Selecting the right method/approach
• Extent of understanding required of business, industry, economy, etc.
• Components of value

1. Key and current valuation issues and considerations for private companies
2. Critical engagement issues
3. Reporting issues, professional standards and ethical requirements
4. When to involve a valuation specialist/expert vs. going it alone