How BV Experts Should Approach a Deposition
The FVS Valuation Podcast
A deposition can put a business valuation expert in the hot seat, where every answer is tested and every assumption may be challenged. In this episode, we discuss how depositions differ from other professional interactions, what effective preparation looks like, and how experts can work with counsel, handle challenging questioning, and maintain credibility under oath. Key takeaways A deposition is adversarial by design — you're answering questions, not telling your story. Preparation starts the day the subpoena arrives. You're there for numbers, not emotions. Continue reading...
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IVS Updates Explained: AI, Valuation Ranges & Quality Control
The FVS Valuation Podcast
Even if IVS does not formally apply to your work, this episode is worth your time. The latest proposed updates show where valuation expectations, review standards, and best practices are heading—and understanding that direction now can help you strengthen the clarity, credibility, and defensibility of your work. This episode breaks down the major themes in the exposure draft, including Increased scrutiny and global consistency The role of AI in valuation workflows Valuation ranges and quality control For valuation professionals, these are not abstract changes—they are practical...
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Estate & Gift Tax Valuations: IRS Triggers, Discounts & Case Law
The FVS Valuation Podcast
This episode is a fast-moving walkthrough of the cases and pitfalls that most often drive IRS attention. In a candid, practitioner-to-practitioner conversation, Dave, Natalya and Bruce break down what’s changing, what’s repeating, and what valuation pros can do now to reduce risk and improve defensibility. You’ll hear what Pierce v. Commissioner suggests about when a DCF can stand alone, why tax affecting still needs to be done “the right way,” and how weak support for DLOM (and increasingly DLOC) can undermine an otherwise solid conclusion. Actionable takeaway: tighten your work...
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Private Credit Valuation: Opportunities, Risks, and Lessons from the Global Financial Crisis (GFC)
The FVS Valuation Podcast
The private credit landscape stands at a critical juncture amid rising technical defaults, restructurings, and redemption pressures. Our guest, Luca Blasi, draws on his unique experience in valuation, banking, and regulatory oversight, our industry expert observes parallels with the rapid growth, compressed risk premia, weaker underwriting discipline, and opaque pricing prevalent in the pre-GFC era, but highlights a key difference: today’s capital is largely held by longer-horizon investors like pensions and insurers rather than highly leveraged banks. Luca analyzes potential spillover...
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Personal vs. Enterprise Goodwill: The Divorce Valuation Battleground
The FVS Valuation Podcast
Goodwill is one of the most contested issues in divorce business valuation and family law cases. This episode examines personal vs. enterprise goodwill, the double dip problem, and why state law and standards of value can dramatically affect outcomes. Valuation experts share practical insight into how goodwill is analyzed in real world divorce litigation. Guests: , CPA/ABV, CDFA, Partner, FAZ Forensics CVA, CDFA, Principal, IAG Forensics Host: CPA/ABV/CFF, Partner, Anthem Forensics Thanks for listening. It takes just a couple of minutes to . You can also contact us...
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Valuation’s Talent Pipeline: How the AICPA’s Model Business Valuation Curriculum Is Changing the Game
The FVS Valuation Podcast
This episode explores how the recently enhanced AICPA Model Business Valuation (BV) Curriculum is designed to help prepare the next generation of valuation professionals. A panel of academics and practitioners discuss why the curriculum was developed, the challenges it aims to address along the ABV pathway, and how it introduces the analytical, modeling, and strategic advisory skills that today’s market increasingly demands. The Curriculum provides a: Clear, confidence‑building pathway to the ABV credential that supports the accelerating demand for valuation expertise Cohesive,...
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Business Valuation Hiring and Retention in 2026 – Demand, Development, and the Pipeline
The FVS Valuation Podcast
Demand for business valuation professionals continues to outpace supply, making hiring and retention a top challenge for valuation and forensic services firms heading into 2026. This episode explores business valuation hiring trends, talent retention strategies, AI’s impact on early career valuation roles, and how firm consolidation is influencing the market. We also discuss why rebuilding the business valuation talent pipeline at the collegiate level is critical to the future of the profession. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your...
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Grabowski’s Take - Discount Rates, Risk, and the Future of Valuation
The FVS Valuation Podcast
Thanks for listening. It takes just a couple of minutes to . You can also contact us directly at Is CAPM still the gold standard for determining cost of capital—or is it time for a rethink? Valuation expert Roger Grabowski explores why CAPM often fails in practice and how shifting toward investment-specific risk provides a more accurate framework for real-world decision-making. We also discuss multi-factor models, ASC 820 implications, and practical strategies for communicating risk concepts to courts and auditors. Key Takeaways CAPM’s Limitations: Decades of research show...
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Implementing AI in your Valuation Practice
The FVS Valuation Podcast
In this episode, host Nene Glenn Gianfala sits down with Greg Endicott, a seasoned valuation professional and technology innovator, to discuss the transformative impact of artificial intelligence on the valuation industry. Greg shares practical insights and a detailed 8-step framework for successfully integrating AI into valuation practices—whether you’re part of a large firm or a solo practitioner there are opportunities for efficiency, automation, and market expansion. Key takeaways AI Is transforming every aspect of valuation Transparency, auditability, and professional standards...
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Macroeconomic Update 2025 - Cost of Capital and Valuation Impact
The FVS Valuation Podcast
This interview was recorded on 10/28/2025 at the AICPA FVS Conference. Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk...
info_outlineA deposition can put a business valuation expert in the hot seat, where every answer is tested and every assumption may be challenged. In this episode, we discuss how depositions differ from other professional interactions, what effective preparation looks like, and how experts can work with counsel, handle challenging questioning, and maintain credibility under oath.
Key takeaways
- A deposition is adversarial by design — you're answering questions, not telling your story.
- Preparation starts the day the subpoena arrives.
- You're there for numbers, not emotions.
Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.
Guest: Dan Branch, CPA/ABV, ASA, IAG Forensics & Valuation
Host: Gregory Saunders, CPA/ABV/CFF, ASA, Keiter CPAs
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Thanks for listening. We'd welcome your feedback at https://www.aicpa-cima.com/podcastsurvey or contact us directly at podcast@aicpa-cima.com.
RESOURCES FOR FURTHER EXPLORATION
Take your expert witness skills to the next level at the AICPA Expert Witness Skills Workshop, Sep 14-16, 2026, Washington, DC, a hands-on, courtroom-style experience featuring case studies, practice sessions, and a live mock trial, with enrollment limited to just 18 participants to ensure personalized coaching from judges, attorneys, and seasoned experts.
At the 2026 Forensic and Valuation Services Conference - B2 hour workshop, Becoming an Effective Expert Witness: Practical Skills for Emerging Professionals (for in-person attendees). Sharpen your expert witness skills through realistic deposition, arbitration, and courtroom scenarios that help you prepare, communicate effectively, and avoid common credibility pitfalls. Early bird savings through Sept 20 plus additional savings for AICPA members and ABV/CFF/CVFI holders
Join: The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together.
Early career guidance: Welcome to a career in forensic and valuation services
FVS Practice Aid Library: This library is open to all visitors. Access to and download of the full practice aids is an exclusive benefit of FVS Section membership.
AICPA Statement on Standards for Forensic Services (SSFS No. 1)
- Serving as an Expert Witness or Consultant — FVS Practice Aid
- Two perspectives on the path to becoming an FVS expert for litigation
FVS Valuation Podcast archives:
- From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services
- Expert Witness - Defending your Business Valuation in Litigation
- Implementing AI in your Valuation Practice
LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:
Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic
Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic
Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic