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The FVS Valuation Podcast

AICPA & CIMA
Valuation
Forensic Accounting
Business Valuation
AICPA
Artificial Intelligence
Bankruptcy
Cost Of Capital
Digital Forensics
Valuation Services
Open-Source Intelligence (OSINT)
Money Laundering
ASC 805
Cannabis Industry
Transparency In Valuations
Identity Theft
Cybersecurity
Interest Rates
Private Markets
Market Approach
Private Credit

The FVS Valuation podcast is a monthly show brought to you by AICPA & CIMA, together as the Association of International Certified Professional Accountants. We celebrated our 100th episode in October 2024 and our archives include captivating conversations with subject-matter experts, and progressive ideas from thought leaders. The show notes for each episode will contain additional resources to as... more

PublishesMonthlyEpisodes136Founded6 years ago
Number of ListenersCategories
ManagementBusiness

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Artwork for The FVS Valuation Podcast

Latest Episodes

Many valuation reports include all the required sections but still leave readers asking one question: How did you get to that conclusion? Valuation experts Bethany Hearn and Dr. Victor Jarosiewicz discuss the "missing link" problem in valuation repor... more

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... more

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 stren... more

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 ... more

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Recent Guests

Victor Yadosevich
Visiting assistant professor; valuation educator
Georgia State University
Episode: Building More Defensible Valuation Reports
Dan Branch
Partner at IAG Forensics and Valuation
IAG Forensics and Valuation
Episode: How BV Experts Should Approach a Deposition
Alex Aronsohn
IVSC Technical Director for the Standards Review Board and the Tangible Assets Board
International Valuation Standards Council (IVSC)
Episode: IVS Updates Explained: AI, Valuation Ranges & Quality Control
Nicolas Konialidis
Technical Director of the Business Valuation Board; Asia Director
International Valuation Standards Council (IVSC)
Episode: IVS Updates Explained: AI, Valuation Ranges & Quality Control
Natalya Abdrasilova
Valuation expert in Missoula, MT; focuses on gift and estate tax valuations
Boyle, Deveny & Meyer
Episode: Estate & Gift Tax Valuations: IRS Triggers, Discounts & Case Law
Bruce Wood
Director at Applied Economics; expert in tax controversy and planning
Applied Economics
Episode: Estate & Gift Tax Valuations: IRS Triggers, Discounts & Case Law
Luca Blasi
PhD, FRM, Managing Director and Head of Private Market Valuations and Regulatory Solutions at S&P Global
S&P Global
Episode: Private Credit Valuation: Opportunities, Risks, and Lessons from the Global Financial Crisis (GFC)
David Consigli
Partner at FAZ Forensics, Boston office
FAZ Forensics
Episode: Personal vs. Enterprise Goodwill: The Divorce Valuation Battleground
Luke Thomas
Principal at IAG Forensics and Valuation
IAG Forensics and Valuation
Episode: Personal vs. Enterprise Goodwill: The Divorce Valuation Battleground

Host

Alicia Ross
Host of the FVS Valuation Podcast, frequently guiding discussions with subject-matter experts on valuation standards, reports, and governance.

Chart Rankings

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Apple Podcasts
#229
Canada/Business/Management
Apple Podcasts
#26
India/Business/Management

Talking Points

Recent interactions between the hosts and their guests.

Valuation in a Climate of Uncertainty
Q: Do you want to talk a little bit about maybe what some of these fluctuations are?
Dave discusses tangible sources of volatility such as tariffs, geopolitical tensions, and energy/shipping considerations, emphasizing that professionals must understand these factors to assess impact on cash flows and risk.
Defining the Limits: Navigating Tax Risk with Formula Transfer Clauses
Q: What is the core difference between a defined value clause and a price-adjustment clause, and why does collaboration matter?
A defined value clause fixes the value and determines the number of units to transfer, while a price-adjustment clause fixes the number of units and adjusts the price based on the final value; collaboration ensures the intent, documentation, and valuation observations stay aligned to withstand scrutiny.
Defining the Limits: Navigating Tax Risk with Formula Transfer Clauses
Q: Why would a defined value transfer matter to a typical listener if they are not a high-net-worth individual?
Because even non-wealthy clients can benefit from planning that locks in gift tax exposure and preserves exemptions, using a dollar-based formula to mitigate potential IRS recharacterization of value during audits.
Implementing AI in your Valuation Practice
Q: What resources should listeners consult to start implementing AI in their practice?
Listeners should reference guidelines from AICPA and IVSC, sample engagement letters and AI policy templates from the presenter's materials, and consider adopting daily or weekly AI briefings generated by their chosen AI tools to stay current on developments that affect valuation tasks.
Implementing AI in your Valuation Practice
Q: How should smaller firms approach AI adoption compared to large firms?
Smaller firms can leverage affordable, readily available tools (e.g., low-cost AI platforms) to start experimenting, while larger firms typically pursue internal development and governance frameworks, treating AI projects as capital budgeting decisions and prioritizing change management.

Audience Metrics

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Frequently Asked Questions About The FVS Valuation Podcast

What is The FVS Valuation Podcast about and what kind of topics does it cover?

The show centers on valuation practice across corporate finance, litigation, and tax contexts, with a strong emphasis on standards, transparency, and practical methodologies. Episodes frequently explore valuation reporting quality, the application of IVSC and AICPA standards, and how emerging technologies like AI intersect with rigorous analysis, governance, and peer review. Guests typically include seasoned valuation professionals, academics, and practitioners who share real-world case insights, litigation perspectives, and market developments (such as private credit, ESOPs, and cost of capital). The program often pairs technical depth with actionable guidance for improving reports, defending expert opinions, and navigating regulatory or p... more

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The FVS Valuation Podcast launched 6 years ago and published 136 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The FVS Valuation Podcast?

Recent guests on The FVS Valuation Podcast include:

1. Victor Yadosevich
2. Dan Branch
3. Alex Aronsohn
4. Nicolas Konialidis
5. Natalya Abdrasilova
6. Bruce Wood
7. Luca Blasi
8. David Consigli

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