This course is designed to be a supplement to the introductory course on business valuations. This course will cover the aspects of writing the economic outlook section of a business valuation report. Where to obtain the data, formatting the information, analyzing the information, and presenting the information in the valuation report. We will discuss where to obtain information, how to properly cite information, and how to defend this section of the report in deposition or at trial. What are the risks, in a deposition, in cross examination or a Daubert challenge?
Publication Date: July 2022
Designed For
Anyone who is interested in business valuations or developing business plans.
Topics Covered
- The aspects of writing the economic outlook section of a business valuation report
- Where to obtain the data, formatting the information, analyzing the information, and presenting the information in the valuation report
- Where to obtain information, how to properly cite information, and how to defend this section of the report in deposition or at trial
- What are the risks, in a deposition, in cross examination or a Daubert challenge
Learning Objectives
- Identify the reasons for developing an economic outlook
- Identify sources of data for an economic outlook
- Differentiate which type of engagements would apply under various circumstances
- Identify which approach the valuation of an ownership interest in a public company would best be done by
- Recognize what is best to obtain when requesting financial statements
- Describe what is not an appropriate method for citing your sources
- Identify what the US Bureau of Labor Statistics provides information on
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Finance (2 hours)
Program Prerequisites
None
Advance Preparation
None
Instructor
Robert K Minniti
DBA, CPA, CFE, Cr.FA, CVA, MAFF, CFF, CGMA, PI
Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona.
Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix. He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College.
He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, cyber security, privacy laws, data security, Sarbanes-Oxley compliance work and business consulting. In addition to his practice Dr. Minniti is an instructor teaching continuing professional education classes for a variety of providers and CPA Societies.
Dr. Minniti is currently serving as a board member on the National Association of Certified Valuators and Analysts' (NACVA) Litigation Forensics Board (LFB) and as a committee member on the Arizona State Board of Accountancy's Law Review Advisory Committee.