Business Valuations: Developing Economic Outlooks
Author: Robert K Minniti
| CPE Credit: |
2 hours for CPAs |
This course is designed to be a supplement to the introductory course on business valuations. This course will cover the aspects of writing the economic outlook section of a business valuation report. Where to obtain the data, formatting the information, analyzing the information, and presenting the information in the valuation report. We will discuss where to obtain information, how to properly cite information, and how to defend this section of the report in deposition or at trial. What are the risks, in a deposition, in cross examination or a Daubert challenge?
Publication Date: July 2022
Designed For
Anyone who is interested in business valuations or developing business plans.
Topics Covered
- The aspects of writing the economic outlook section of a business valuation report
- Where to obtain the data, formatting the information, analyzing the information, and presenting the information in the valuation report
- Where to obtain information, how to properly cite information, and how to defend this section of the report in deposition or at trial
- What are the risks, in a deposition, in cross examination or a Daubert challenge
Learning Objectives
- Identify the reasons for developing an economic outlook
- Identify sources of data for an economic outlook
- Differentiate which type of engagements would apply under various circumstances
- Identify which approach the valuation of an ownership interest in a public company would best be done by
- Recognize what is best to obtain when requesting financial statements
- Describe what is not an appropriate method for citing your sources
- Identify what the US Bureau of Labor Statistics provides information on
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Finance (2 hours)
Program Prerequisites
None
Advance Preparation
None
