CPAacademy.org | HOW TO CRITICALLY ANALYZE A VALUATION REPORT

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HOW TO CRITICALLY ANALYZE A VALUATION REPORT

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Accounting

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm

Course Description

This webinar will present a top level overview into analyzing a valuation report. The presentation will include the critical areas that one should be looking at when critiquing a report. It will also cover how to convince a trier of fact that two different values do not always mean both sides are biased.

Learning Objectives:

How to detect valuation biases and to expose them in an understandable manner

How to avoid unwanted biases in their own valuations

The key value drivers and how they can be manipulated

Pasquale Rafanelli

Grassi & Co.
Valuation Manager
prafanelli@grassicpas.com
(212) 661-6166

Pasquale Rafanelli is the Valuation Manager at Grassi & Co. and brings over 10 years of experience to the firm. In his role, Pasquale performs appraisals of interests in privately held companies for estate and gift tax planning, marital dissolutions, shareholder dissolutions, buy/sell transactions, mergers and acquisitions and litigation support. He is experienced in calculating economic damages and lost profits analysis, conducting forensic accounting examinations and computer forensic examinations for marital dissolution and litigation support. This experience covers a broad range of industries including real estate, manufacturing & distribution, retail, service and construction.

Frequently Asked Questions

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Presentation Slides

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About Our Sponsor

Sageworks is a financial information company that provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Through these markets, the company has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.