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

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.

Format

Webcast

Date

Oct 04, 2022

NASBA Field of Study

Specialized Knowledge

Level

Basic

CPE Credits

1.5

Author(s)

Dan Branch

Availability

3 months

Product Number

WC3922525

 View  
 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
1.5
NASBA Field of Study
Specialized Knowledge
Level
Basic
Prerequisites
none
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1hr 15mins
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$109.00
AICPA Members
$87.00
FVS Section Members
$70.00

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 salessupport@aicpa.org

Contact us
Speakers
Dan Branch
CPA/ABV, ASA, MBA
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).
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Cancellation Policy
View our Cancellation policy here
Back-of-the-Envelope Valuations — The Benefits and Pitfalls of Such Requests
Oct 04, 2022
Select from the following options:
Oct 04, 2022
5pm6:15pm GMT
Nonmember Price
$109.00
Price excluding sales tax
$109.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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