Back-of-the-envelope valuations — the benefits and pitfalls | FVS webcast archive
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Back-of-the-envelope valuations — the benefits and pitfalls | FVS webcast archive

Oct 03, 2022 · 1 hour 23 min watch

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Before you take on a client’s request for a "back-of-the-envelope" valuation, be sure to understand the ramifications and beware of the risks. Back-of-the-envelope valuations are quick and unofficial ways you can meet client needs.

Informal business valuation requests carry risks that you must weigh before proceeding:

  • What a back-of-the-envelope valuation means in terms of balancing a client's request with professional standards requirements.

  • Ways to ensure that you and the client understand the scope of work performed, including any limitations on

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