A(z) Valuation csatorna legjobb podcastjai (2024)

1
Make More and Work Less: Outsourcing for Growth 44:06

13d ago44:06

44:06

Make More and Work Less: Outsourcing for Growth - Business Valuation Experts #businessvaluation https://www.valuationmediation.com http://www.ValuationPodcast.com (314) 541-8163 In this episode, we are talking to Ben Towne, who is a CPA and another Valuation Expert. He's also the principal of Towne Advisory. He's committed to helping small business…

1
Elevate Your Expertise - A Visit with the 2024 Forensic and Valuation Services Conference Co-Chairs 19:35

15d ago19:35

19:35

Join us for the AICPA & CIMA Forensic & Valuation Services Conference from October 28-30 in Dallas, featuring special ticketed networking events. You can attend in person or virtually but attending in Dallas provides unmatched networking with FVS professionals. Register by September 13 to get a $150 early bird discount. Here's what's in store: Keyn…

1
Finding the Peace in Chaos - How to Grow Your Company With Disruptions in Place 43:34

16d ago43:34

43:34

In this episode, we're talking about finding the peace in chaos and how to grow your company with disruptions in place with Chris Papin. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and business valuation expert in St. Louis, Mi…

1
The Impact of the "Right" Clients on Your Business 53:34

28d ago53:34

53:34

In this episode, we're speaking about the impact of the "right" clients on your business and maybe even your business value with Rick Watson. He's located in California. He's an author and a founding partner of the National Referral Network. He also helps professionals around the country strengthen and grow their businesses by helping them run bett…

1
Exit Planning is a Process... Not an Event 1:00:52

1M ago1:00:52

1:00:52

In this episode, we delve into the critical concept of exit strategies. We'll explore how to skillfully prepare your management team for a potential sale and the strategic steps necessary to develop a business that is not only operational but also highly attractive to prospective buyers over time. My name is Melissa Gragg, and I'm a Financial Media…

1
Using AI in Your Valuation Practice – Part 1 35:24

1M ago35:24

35:24

Rod and Josh discuss the impact of artificial intelligence (AI), on business and life: the talent crunch in the business valuation profession and the high salaries offered by large firms make it difficult for smaller firms to hire junior analysts. Imagine growing your business without being able to hire additional staff - could AI be a solution to …

1
Deal Makers and Deal Breakers 45:27

1M ago45:27

45:27

In this episode, we are talking about deal makers and deal breakers: what to do and what to avoid with Alex Prasad. Alex is located in Michigan, and he's an entrepreneur and a business attorney with a decade of experience in early stage companies in M&A law. Welcome to valuation podcast.com, a podcast and video series about all things related to bu…

1
Hiring for Impact: Parallel Leadership (Part 2) 46:02

1M ago46:02

46:02

In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership. Part 1: https://www.buzzsprout.com/1095656/15035277-hiring-for-impact-parallel-leadersh…

1
Eye on Fraud - The Role of Artificial Intelligence in Forensic Accounting and Litigation Consulting 28:43

2M ago28:43

28:43

FVS experts must keep abreast of AI’s influence on fraud and forensic accounting, utilizing it prudently and mindful of its constraints and misuse risks. Following the publication of the 2nd quarter Eye on Fraud report, we converse with the authors to learn about the four categories of AI and spotlight both the dangers and advantages of each type: …

1
The Bankruptcy Briefings – Navigating Financial Rebirth, Part 3 20:34

2M ago20:34

20:34

For our final bankruptcy episode, we are in conversation with Clint Neider from AlixPartners. Clint shares his passion for the critical role valuation plays in bankruptcy restructuring. Restructuring requires a combination of science and art, as well as the ability to play the role of a finance professional and a therapist. Clint shares: What skill…

1
Tracing Money Laundering Funds Through FIAT and Crypto 31:49

3M ago31:49

31:49

Elizabeth Woodward converses with Denise Harding, a speaker at the 2023 AICPA-CIMA Forensic and Valuation Services Conference. Denise provides insight into the Dark Web, addressing typical misunderstandings, as well as offering advice to help professionals: Capitalize on their forensic accounting expertise in cryptocurrency-related endeavors, Illus…

1
Valuing Complex Financial Instruments 29:05

3M ago29:05

29:05

While it has been thousands of years since the Greek mathematician, Thales, developed the first known option contracts to corner the market for olive presses ahead of the annual harvest, financial instruments continue to proliferate in both type and complexity. Faisal Lakhani of CBIZ Valuation Group specializes in advising clients in this area and …

1
Increasing Engagement with FVS Emerging Professionals 25:49

3M ago25:49

25:49

Dave and Greg's conversation underscores a universal truth in any career path: mentoring is critical for the nurturing of emerging professionals - new hires, and those in career transition, during their first 5 years as a valuation professional. It plays a crucial role in career development and organizational culture, as well as allows the mentor t…

1
The Bankruptcy Briefings – Navigating Financial Rebirth, Part 2 26:29

3M ago26:29

26:29

Josh Shilts meets with fellow pod squadder Elizabeth Woodward to hear about her unique entry into bankruptcy-related work. Elizabeth discusses her path, the diverse businesses she has managed as a fiduciary, and the differences that exist when testifying in a non-confrontational forum. Her role often requires her to be accountable to the court and …

1
Leveraging the New Fraud Risk Management Guide in your Practice 31:49

4M ago31:49

31:49

The Fraud Risk Management Guide provides a comprehensive framework for assessing and managing fraud risks in any organization. Elizabeth, Jonathan, and Lynda discuss the guide and its benefits for AICPA members. The guide is a joint product of the Committee of Sponsoring Organizations (COSO) and the Association of Certified Fraud Examiners (ACFE) w…

1
Keeping Reasonable Comp Reasonable 19:42

4M ago19:42

19:42

Jessica and Jordan join us as we delve into the topic of reasonable compensation adjustments in business valuation. Our experts discuss various methods for calculating reasonable compensation, identify available sources of information, and share their insights on applying professional judgment in determining when an adjustment is warranted. Don't m…

1
Hiring for Impact: Parallel Leadership (Part 1) 37:59

4M ago37:59

37:59

In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership. Welcome to ValuationPodcast.com, a podcast and video series about all things related to…

1
The Bankruptcy Briefings – Navigating Financial Rebirth, Part 1 21:52

5M ago21:52

21:52

Get set for the first of a series of episodes highlighting opportunities for FVS practitioners in bankruptcy, Ken and Josh “sit” to discuss some of the tenets of his practice. Ken tells us about the types of bankruptcy (Chapter 7, Chapter 11, etc.) as well as the services that FVS practitioners can provide. We also hear about the types of clients (…

1
Current Trends and Expert Insights in the Dental Practice Market 53:28

5M ago53:28

53:28

Today we're going to be talking about the current trends and expert insights in the dental practice market with Maria Melone. She's a CPA, Certified Valuation Analyst, and a leading M&A Advisor in Healthcare. Maria has a deep knowledge of the dental industry and is located in Boston, Massachusetts. Her mission is to help both individual businesses …

1
Real Estate in the Valuation of Operating Entities and Holding Companies 26:04

5M ago26:04

26:04

There are nuances to dealing with real estate in the valuation of operating companies or real estate holding companies. Lisa and Chris tackle the important considerations for business valuation appraisers such as: Implications for your analysis and the applied valuation approaches, as well as your overall conclusion of value Tax consequences due to…

1
Eye on Fraud - Too Good to be True: Ponzi Schemes 32:09

5M ago32:09

32:09

Once a Ponzi scheme has been exposed as a financial fraud, a forensic accountant’s skills are instrumental in the investigation of the fraud and assessment of damages. The Eye on Fraud authors, Rumbi and Kathy, share: What is a Ponzi scheme vs. a pyramid scheme vs. multi-level marketing How and why Ponzi schemes draw in victims Ponzi scheme red fla…

1
A Fractional CFO’s Role in Business Growth and Exit Strategies 53:06

5M ago53:06

53:06

Today we're discussing a Fractional CFO's role in business growth and exit strategies with Alina Rivera. She's a CEO and founder of Advising Puerto Rico, LLC, and she specializes in Business Valuations and Strategic Planning. Her expertise also includes internal audit, due diligence, capital raises, feasibility analysis and transfer pricing for com…

1
Insights for Navigating Common Issues in Business Valuation 24:28

6M ago24:28

24:28

While each business valuation assignment may be unique, there are often common themes and issues that typically arise. Understanding how different practitioners may navigate those issues can provide helpful guidance and reassurance when undertaking an engagement. Since Ethan Lee and Monica Caswell focus their efforts on different valuation niches, …

1
Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025 1:04:13

6M ago1:04:13

1:04:13

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Divorce Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Today we're speaking with Amber Widener about Minimizing Taxes and Maximizing Wealth. It's really about the sunset of…

1
High Times for CPAs? – Forensic Accounting Services in the Budding Cannabis Industry EXTRA 24:45

6M ago24:45

24:45

Clay and Howard got into the cannabis industry because it presented interesting opportunities to serve new clients in a growing industry. The learning curve has been steep given the regulations and cash-based nature of the business, and building trusted relationships is key to success. Forensic accountants can play an important role as the industry…

1
Byteful Insights: Valuing Tech and Data- a conversation with the IVSC 20:34

6M ago20:34

20:34

This conversation with the author of the latest of 5 IVSC perspective papers on intangible assets, “Value and Data” takes a deep dive into understanding: What is considered technology and what drives the value of data How both play a critical role as intangible assets within the modern economy The influence of artificial intelligence on valuation p…

1
FVS Eye on Fraud – Accountants and the Battle Against Money Laundering 36:16

7M ago36:16

36:16

With an increased understanding of financial crimes and money laundering, accountants can assist law enforcement, banks, investors, and governments with information that can be useful to help Keep our capital markets functioning as intended Protect our national security by preventing or disrupting illicit finance. This episode is a discussion surro…

1
Valuations for Gift and Estate Taxes: Review and Best Practices 24:41

7M ago24:41

24:41

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape. The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift ta…

1
Selling Strategically: Unleashing Maximum Value in your Business Exit 57:54

7M ago57:54

57:54

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis Missouri. Today we are speaking with Channing Hamlet located in San Diego, CA. He’s a managing director of Objective Capital Partners, …

1
The Intricacies of Intellectual Property in Business Valuation 39:51

7M ago39:51

39:51

Hi, welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri. Today we’re discussing the Intricacies of Intellectual Property in Business Valuation with Michael Koeppel. With three decad…

1
Protecting Yourself While Conducting Internet Based Investigations 19:49

8M ago19:49

19:49

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 givin…

1
Valuation Court - Key Takeaways from Recent Cases 28:01

8M ago28:01

28:01

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 …

1
Start Your Year on a High Note - An Overview of the Marijuana Industry in 2023 25:45

9M ago25:45

25:45

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 regulat…

1
The Forensic Accountant's Role in M&A Disputes 20:47

9M ago20:47

20:47

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 boo…

1
Selling Your Business: How to Negotiate the Highest Price 40:44

9M ago40:44

40:44

Hi, Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri. Today, we are talking about selling your business: How to negotiate the highest price with Jamar Cobb-Dennard. He is a busin…

1
The New Normal: Cost of Capital in a Higher Interest Rate Environment 34:54

10M ago34:54

34:54

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 …

1
Value Creation at Every Stage of the Business Cycle 58:28

10M ago58:28

58:28

Hi, welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I’m a divorce financial mediator in St. Louis Missouri. Today we are discussing Value Creation at Every Stage of the Business Cycle with Jordi Pujol a CFA or Chartered Financial Analyst, and MBA graduat…

1
Eye on Fraud - Q1 - Ransomware Attacks and the Forensic Accountant’s Role 24:24

10M ago24:24

24:24

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…

1
Understanding the Start-Up Ecosystem in India: A Business Valuation Conversation 42:15

10M ago42:15

42:15

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri. Today we are discussing the start-up ecosystem in India with Zeal Karwa who is located in Mumbai, India. Zeal is a Certified…

1
Eye on Fraud - Q2 -The Role of Forensic Accountants in Government Investigations 29:56

11M ago29:56

29:56

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 t…

1
Recognizing Financial Issues: Lost Profits vs. Loss of Value 36:41

11M ago36:41

36:41

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…

1
Learn by Communicating - The Litigation Talk Series at the FVS Conference 22:37

11M ago22:37

22:37

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: bei…

1
Using Reset Moments for Employee Engagement with the FVS Conference keynote 20:44

12M ago20:44

20:44

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 t…

1
The Importance of a Second Valuation Opinion 46:04

12M ago46:04

46:04

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a mediator and business valuation expert in St. Louis, Missouri. Today, we are discussing the importance of a second valuation opinion with Michael Koeppel. In his 30 years of experience, Mr. Koeppel …

1
Engaging Minds, Empowering Success - a visit with the 2023 FVS Conference Chairs 29:07

1y ago29:07

29:07

HOSTS. Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. GUESTS. Travis Armstrong, CPA/CFF, CFE, Partner - Forensic Accounting and Litigation Services, Hemming Morse LLP Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs The FVS podsquad are jo…

1
AI Won't Take Your Job, But This Might... 43:04

1y ago43:04

43:04

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Mediator and Business Valuation Expert in St. Louis, Missouri. Today we're discussing how "AI won't take your job, but this might", and I'm with here with Jesse Rubenfeld and Tom Zehentner with FinO…

1
When Forensic Accounting and Business Valuation Join Forces 20:36

1y ago20:36

20:36

Host: Jenny Allen, CPA/ABV/CFF, Anthem Forensics Guest: Jared Tonks, CPA/ABV/CFF, CBIZ Forensic and Financial Services practice Jenny and Jared had too much fun discussing their shared passion for forensic accounting and business valuation. They both are CPA/ABV/CFF credential holders and share their thoughts on: The challenges that arise when inco…

1
Understanding the Criteria and Tax Advantages of an ESOP 44:00

1y ago44:00

44:00

Support the showMelissa Gragg által

1
Expert Witness - Defending your Business Valuation in Litigation 19:47

1y ago19:47

19:47

Hosts Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP Guest: Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, includin…

1
ESG Highlights from the IVSC 34:32

1y ago34:32

34:32

Host: Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Guest: Alex Aronsohn, FRICS, Director of Technical Standards - Tangible Assets, International Valuation Standards Council (IVSC) Join us for another podcast that highlights the importance of ESG and its potential impact on business valuations. Our guest for this segment is Alex Aron…

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