Valuation in a Climate of Uncertainty

FVS Valuation subject matter experts Josh Shilts and Dave Consigli address current challenges encountered by professionals conducting valuations, emphasizing that these competencies remain fundamental — mirroring those required during the Covid period. Their discussion highlights several important insights:

• Embracing Economic Volatility: Ongoing economic uncertainty has become a constant factor, making adaptability essential for valuation professionals.
• Assessing Client Risk Management: It is critical to evaluate how clients are managing financial, operational, and strategic risks.
• The Importance of Industry Knowledge: In-depth understanding of industry dynamics remains vital.
• Composition and management of a company's workforce – especially in the context of generational shifts and the integration of AI.

Guest: Josh Shilts, CPA/ABV/CFF/CGMA, Forensic & Valuation Services Director, Dean Dorton
Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. 

Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders

• AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online
• AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only
• Business Valuation School - Sep 8-12, Raleigh NC, in person only
• Business Valuation School - Dec 1-5, Live online

Check out these free resources

• Statement on Standards for Valuation Services (VS Section 100)
• Disaster Relief Resource Center
• Tariff Resource Center
• Demystifying M&A Valuation Engagements - What Sellers (and Buyers) Need to Know
• Navigating Business Interruption Claims | FVS webcast archive

Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content

• AICPA VS Section 100 subsequent event toolkit
• Considerations when valuing distressed or impaired businesses FAQs
• Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy | FVS Practice Aid
• Calculating Lost Profits | FVS Practice Aid
• FVS Quick Reference Guide: Standards and Premises of Value

The FVS Valuation Podcast archives

• Complexities Of Subsequent Events in Business Valuation
• Enhancing Professional Growth through AICPA FVS Section Resources and Participation
• Transparency in Private Market Valuations

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com