Using AI in Business Valuations
Author: Robert K Minniti
| CPE Credit: |
2 hours for CPAs |
This course equips valuation professionals with practical, real world strategies for integrating artificial intelligence (AI) into business valuation engagements. As AI transforms financial analysis, practitioners must understand how to responsibly leverage machine learning, natural language processing, and advanced data driven tools to strengthen valuation accuracy, efficiency, and credibility.
Participants will explore how AI enhances data gathering, benchmarking, economic research, industry analysis, risk identification, and report drafting. The program also addresses limitations of AI, ethical concerns, model transparency issues, and NACVA requirements governing valuation engagements. Through real world examples and guided applications, this course demonstrates how AI can support—but never replace—professional judgment. By the end of the course, attendees will be prepared to incorporate AI supported techniques that elevate valuation deliverables and improve client outcomes.
Publication Date: June 2026
Designed For
This course is ideal for professionals seeking to modernize their valuation practice with AI‑enabled tools and techniques.
Topics Covered
- Overview of AI technologies relevant to valuation (machine learning, NLP, predictive analytics)
- Business valuation fundamentals and review of valuation methods
- Using AI to support data gathering, benchmarking, and economic/industry research
- AI‑driven analysis tools and real‑world applications
- Ethical considerations, model transparency, and professional judgment
- NACVA standards, regulatory expectations, and documentation requirements
Learning Objectives
- Apply AI tools to support data gathering, benchmarking, and financial analysis within a business valuation
- Evaluate limitations and risks associated with AI systems used in valuation workflows
- Identify ethical considerations, including professional skepticism, data bias, and responsible AI use
- Differentiate common AI system categories and their applications in valuation practice
- Identify and apply appropriate premises of value within AI supported analyses
- Explain how to incorporate NACVA standards and requirements when using AI tools in valuation engagements
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge and Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None
