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Back-of-the-Envelope Valuations — The Benefits and Pitfalls of Such Requests
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Back-of-the-Envelope Valuations — The Benefits and Pitfalls of Such Requests

Before you take on a client’s request for a "back-of-the-envelope" valuation, be sure you understand the ramifications and are aware of the risks.

$70 - $109
Do you have an AICPA membership? Log in to apply your member discount.




Oct 04, 2022

NASBA Field of Study

Specialized Knowledge



CPE Credits



Dan Branch


3 months

Product Number


 Business & partner 
Product Details

Handle quick requests the right way

Back-of-the-envelope valuations are quick and unofficial ways you can meet client needs. Seems harmless, right?

Not quite. Informal business valuation requests carry risks that you must weigh before proceeding.

Webcast attendees will learn what a back-of-the-envelope valuation means in terms of balancing a client's request with professional standards requirements.

Join us to discuss ways to ensure that you and the client understand the scope of work performed, including any limitations on its use.

You'll also learn about appropriate pricing and how and when to reject informal valuation requests.

Key Topics

  • What is considered a "back-of-the-envelope" or informal business valuation request
  • Determining the scope of work for a "back-of-the-envelope" engagement
  • Evaluating the risks related to the client’s use of an informal valuation

Learning Outcomes

  • Distinguish between what the client needs and what you can do in accordance with professional standards.
  • Recognize the professional standards that apply to back-of-the-envelope requests.
  • Identify the risks with a back-of-the-envelope valuation project.

Who Will Benefit

  • Professionals who do not regularly engage valuation professionals
  • Professionals just starting out in the valuation profession
  • Professionals looking for a refresher on the benefits and risks of this type of work
Credit Info
CPE Credits
NASBA Field of Study
Specialized Knowledge
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1hr 15mins
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
FVS Section Members

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Dan Branch
Dan Branch (CPA/ABV, ASA, MBA) is a partner with IAG Forensics & Valuation in Atlanta, GA, with over nineteen years experience. He specializes in and has provided testimony for forensic accounting and business valuations. Prior to his work in forensic accounting (aka “sexy accounting”), Dan was an officer in the U.S. Navy and served aboard the guided missile cruiser USS Vella Gulf (CG 72) and nuclear aircraft carrier USS Enterprise (CVN 65 – yes, the U.S. Navy’s first nuclear aircraft carrier, and no, he does not glow in the dark; usually).

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Back-of-the-Envelope Valuations — The Benefits and Pitfalls of Such Requests
Oct 04, 2022
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Oct 04, 2022
5pm6:15pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
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