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Value creation based on two factors: EBITDA/cash flow and capital structure

Forensic and Valuation Services (FVS)

Release Date: 10/27/2021

Protecting Yourself While Conducting Internet Based Investigations show art Protecting Yourself While Conducting Internet Based Investigations

Forensic and Valuation Services (FVS)

Whether you perform investigations or not, you'll find real-world applicability in this interview with Ryan who will share with us the challenges of open source intelligence investigations (OSINT), including: Basics that investigators need to be aware of before conducting investigations How  OSINT works with digital forensics What You might be giving away if you are not careful about how you conduct OSINT  Guest:  Ryan Duquette, partner, and national leader of digital forensics at MNP, Toronto Canada Host:  Elizabeth Woodward, CPA/CFF, CFE, Dean Dorton Please share your...

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Valuation Court  - Key Takeaways from Recent Cases show art Valuation Court - Key Takeaways from Recent Cases

Forensic and Valuation Services (FVS)

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including: Whether PPP funds should be included in a marital dissolution valuation A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials A divorce case where the court relied on a minority interest sale price rather than the husband's expert, and The Biltmore Estate case where the IRS lost arguing for an asset approach rather than an income approach  Dave and Natalya would like to hear from you about...

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Start Your Year on a High Note - An Overview of the Marijuana Industry in 2023 show art Start Your Year on a High Note - An Overview of the Marijuana Industry in 2023

Forensic and Valuation Services (FVS)

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents.   Conflict between federal and state laws and regulations FVS practitioner engagement opportunities Nuances within the current landscape and landmines that must be considered when performing engagements.   Guest:  Ronald L. Seigneur, CPA/ABV, ASA, CVA, Founding Partner, Seigneur...

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The Forensic Accountant's Role in M&A Disputes show art The Forensic Accountant's Role in M&A Disputes

Forensic and Valuation Services (FVS)

Frank and Josh Epstein delve into the intricate world of M&A disputes, exploring the critical and varying role forensic accountants serve in navigating complex financial landscapes.  This includes an independent accountant/arbitrator, independent expert, or consulting expert.  From the impact of shifting interest rates to the looming wave of baby boomer exits, learn about the ways forensic accountants can assist. Guest: Josh Epstein, CPA/CFF, CA, CFE, Senior Manager, MNP LLP Host: Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co.. Please share your thoughts about the episode...

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The New Normal: Cost of Capital in a Higher Interest Rate Environment show art The New Normal: Cost of Capital in a Higher Interest Rate Environment

Forensic and Valuation Services (FVS)

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt.  This is the first of a series of insights we will share from the FVS conference.  The conversation was recorded right after the session in Las Vegas.   Guest: Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital...

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Eye on Fraud - Q1 - Ransomware Attacks and the Forensic Accountant’s Role show art Eye on Fraud - Q1 - Ransomware Attacks and the Forensic Accountant’s Role

Forensic and Valuation Services (FVS)

We discuss with Rumbi Petrozzello, the lead author of the winter 2023 issue of Eye on Fraud, a quarterly publication created by the FLS Fraud Task Force:   What is ransomware? What are the key techniques used to attach IT networks What should forensic accountants do, both professionally and personally, before and after an attack? The FVS podcast will be featuring an episode on each Eye of Fraud publication from 2023 and forward. If you are a FVS section member perhaps you have already read this content.  We hope these podcast episodes give you a new and different way to explore...

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Eye on Fraud - Q2 -The Role of Forensic Accountants in Government Investigations show art Eye on Fraud - Q2 -The Role of Forensic Accountants in Government Investigations

Forensic and Valuation Services (FVS)

This is not the GAGAS you learned in college!  Today Elizabeth is joined by veteran investigators and close colleagues, Amy, and David, who share their first-hand experiences assisting with government agency investigations.  You will not be reminded what GAGAS stands for but will get practical insights concerning hiring and firing including current trends in enforcement actions.   Host: Elizabeth Zachem Woodward, CPA/CFF, CFE, Dean Dorton Guests: Amy Yurish, CPA/CFF, CFE, Managing Director, J.S. Held  David Zweighaft, CPA/CFF, CFE, Partner, RSZ Forensic Associates Please...

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Recognizing Financial Issues: Lost Profits vs. Loss of Value show art Recognizing Financial Issues: Lost Profits vs. Loss of Value

Forensic and Valuation Services (FVS)

Financial experts provide opinions on whether a business has suffered loss of profits (temporary damage) or loss of value (permanent harm) from an alleged action. What steps can financial experts take to assist counsel and their client What standards should professionals follow Our guest shares with Josh how the process of understanding the initial allegations or claims has helped him in a variety of forensic and valuation engagements.    Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Joseph L. Leauanae, CPA/ABV/CFF/CITP, CFE, ASA, Partner, Anthem Forensics...

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Learn by Communicating - The Litigation Talk Series at the FVS Conference show art Learn by Communicating - The Litigation Talk Series at the FVS Conference

Forensic and Valuation Services (FVS)

This year’s FVS Conference will feature the Litigation Talk Series, an innovative way to bring colleagues together for peer-to-peer exchange of information. Rising-star pod squad host, Frank Previti, discusses the aspects of the “Talk Series” that make it unique, such as:  An emphasis on learning by communicating with each other The biggest ROI:  being at the conference in person and making connections with each other It’s “okay” to talk with each other professionally…that’s how we improve The Litigation Talk Series sessions are on day 2 of the conference:  ...

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Using Reset Moments for Employee Engagement with the FVS Conference keynote show art Using Reset Moments for Employee Engagement with the FVS Conference keynote

Forensic and Valuation Services (FVS)

Join FVS podcast showrunner, Alicia Ross, Sr. Manager, AICPA FVS team, as she asks Penny Zenker, the Focusologist, to give us a peek into her strategy for improving employee engagement and retention: the Reset Moment.  A Reset Moment is a tool that can help you to better engage with employees and create a nurturing workplace culture.  Penny will be the featured keynote at the 2023 FVS Conference, Nov. 6-8 in Las Vegas.   Guest:   TED talk:  Book:  Please share your thoughts about the episode -  Want to get involved with future FVS conferences,...

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More Episodes

Guests: Sugi Hadiwijaya and Vin Batra

This podcast will discuss the value creation for private companies in respect to two factors: EBITA/cash flow and capital structure.  Topics include:

  • Understanding the concept of key growth and performance improvement drivers and valuation
  • Strategies to maximize value
  • Establishing a value creation framework as a means for business growth

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits.

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