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The FVS Valuation Podcast

AICPA & CIMA
Forensic Accounting
Business Valuation
Digital Forensics
Open-Source Intelligence (OSINT)
Bankruptcy
AICPA
Cannabis Industry
Identity Theft
Interest Rates
Cybersecurity
Money Laundering
Cost Of Capital
Civil Litigation
Reasonable Compensation
Inflation
Economy
Online Defamation
Social Media Investigations
Gift and Estate Taxes
Bank Secrecy Act

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

PublishesTwice monthlyEpisodes124Founded5 years ago
Number of ListenersCategories
ManagementBusiness

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Artwork for The FVS Valuation Podcast

Latest Episodes

In this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses.

... more

In this episode, host Greg Saunders is joined by a diverse panel of guests for a candid discussion on business valuation practices and regional nuances. The panel explores key topics including:

• Tax effecting PTEs post-TCJA

• Using the guideline... more

Josh Shilts interviews estate and tax attorney, Bo Trudeau, about formula transfer clauses for estate and gift tax planning. They discuss how these clauses can help reduce tax risk for transfers of hard-to-value assets, review key cases such as Wandr... more

In today's uncertain market with high capital costs and changing investor demands, startup valuation requires both expertise and adaptability. Valuation specialists Ross McSwain and Charles Gallman discuss how economic challenges are shaping current ... more

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Recent Guests

Hubert Klein
Expert in Forensic Litigation and Valuation Services
Eisner Amper
Episode: Dissenting Shareholder Disputes
Tade Akinkugbe
Recently involved with the FVS Section, focusing on portfolio valuations
KPMG
Episode: Enhancing Professional Growth through AICPA FVS Section Resources and Participation
Oksana Westerbeke
Partner at Grant Thornton.
Grant Thornton
Episode: Financial Instrument Valuation Series: SAFEs, Convertible Notes, and Embedded Derivatives
Jared Hannon
Director at Grant Thornton.
Grant Thornton
Episode: Financial Instrument Valuation Series: SAFEs, Convertible Notes, and Embedded Derivatives
Tiffany Mellow
CPA in ABV with Perkins & Co., formerly with a background in psychology.
Perkins & Co.
Episode: Women Leaders in Business Valuation
Cathy Johnson
Vice President of Forensic Accounting with JS Held.
JS Held
Episode: Women Leaders in Business Valuation
Bethany Hearn
Partner at MH CPA, with experience in auditing and tax.
MH CPA
Episode: Women Leaders in Business Valuation
Cristina Chen-Oster
Founder and CEO of M2M Capital, a valuation pricing software provider
M2M Capital
Episode: Transparency in Private Market Valuations
Maryellen Galuchie
Managing Director at Grant Thornton in the Valuation and Modeling Practice
Grant Thornton
Episode: Reconciling Discount Rates for Intangible Asset Valuation in PPAs

Hosts

Alicia Ross
Member of AICPA CIMA's Forensic and Valuation Services Team, focuses on business valuation and forensic accounting.
Howard Mah-Lee
Host discussing various aspects of valuation and financial instruments.

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Dissenting Shareholder Disputes
Q: Is there a threshold that members or shareholders have to meet to bring about a lawsuit?
Usually, it requires those who do not exert control, with 51% or more being considered in control; minority shareholders can also bring actions depending on state law provisions.
Dissenting Shareholder Disputes
Q: Can shareholder members of LLCs and S-Corps bring a dissenters lawsuit?
Yes, members can bring actions, though the terminology varies; it wouldn't be called a dissenters lawsuit for LLCs.
Dissenting Shareholder Disputes
Q: What actions typically result in a dissenting shareholder matter today?
Typically, dissenting shareholder matters arise from major corporate asset sales or mergers that shareholders believe will impair their investment.
Dissenting Shareholder Disputes
Q: Could you describe why fair value is used and why discounts aren't applicable?
Fair value is used to put dissenting shareholders in the position they would have been in if they had sold their shares before the objectionable action, excluding any discounts.
Macroeconomic Update 2024 - Cost of Capital & Valuation Impact
Q: What inputs should listeners watch post-election to gauge the economy's direction?
Listeners should monitor the Federal Reserve's statements and actions regarding interest rates, as these are critical indicators of economic health.

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

Content centers around valuation practices, legal standards in shareholder disputes, and the development of forensic services. Episodes often include deep discussions with industry experts on pressing topics such as business valuation, forensic accounting, equity compensation, and current macroeconomic trends affecting valuation methods. Often noted is a strong emphasis on ethical frameworks, legal precedents, and resource-sharing among professionals engaged in valuation, forensics, and litigation services. Remarkably, the series frequently highlights the contributions of women in the field, celebrating their insights and advocating for greater representation in business valuation.

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1. Hidden Brain
2. Good Inside with Dr. Becky
3. Where Should We Begin? with Esther Perel
4. Up First from NPR
5. Planet Money

How many episodes of The FVS Valuation Podcast are there?

The FVS Valuation Podcast launched 5 years ago and published 124 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. Hubert Klein
2. Tade Akinkugbe
3. Oksana Westerbeke
4. Jared Hannon
5. Tiffany Mellow
6. Cathy Johnson
7. Bethany Hearn
8. Cristina Chen-Oster

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