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Webinar (AICPA): Back-of-the-Envelope Valuations — The Benefits and Pitfalls of Such Requests

Description

Handle quick requests the right way (bold)

Back-of-the-envelope valuations are quick and unofficial ways you can meet client needs. Seems harmless, right?

Not quite. Informal business valuation requests carry risks that you must weigh before proceeding.

Webcast attendees will learn what a back-of-the-envelope valuation means in terms of balancing a client’s request with professional standards requirements.

Join us to discuss ways to ensure that you and the client understand the scope of work performed, including any limitations on its use.

You’ll also learn about appropriate pricing and how and when to reject informal valuation requests.

Learning Objectives

•Distinguish between what the client needs and what you can do in accordance with Professional standards.

Major Topics

*What is considered a “back-of-the-envelope” or informal business valuation request

Provider
AICPA - Durham
Course Level
Basic
CPE Field of Study
Specialized Knowledge
1.5
Who Should Attend

professionals who do not regularly engage valuation professionals

Instructor(s)
Dan Branch
Prerequisites

none

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Oct 4, 2022
11:00 am - 12:15 pm MST
Location
Webinar
Total CPE Credits
1.5
Format
Webinar

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$87.00

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$109.00
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Webinar (AICPA): Back-of-the-Envelope Valuations — The Benefits and Pitfalls of Such Requests


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