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Forensic & Valuation Services Conference 2020

FVC2051 - Valuations Meet Forensic Accounting: How to Conduct Successful Interviews

Nov 11, 2020 2:50pm ‐ Nov 11, 2020 4:05pm

Standard: $49.00


Valuators are often required to conduct interviews of relevant parties when preparing a business valuation. Such parties may include your clients, shareholders, management, or industry experts. But what can a valuator do if they suspect they are being lied to? How can a valuator better prepare for an interview with a hostile or unwilling party?

This presentation will provided a detailed analysis, including live interactive interviewing examples of best practices and approaches when preparing for, and conducting, interviews to obtain better corroborating information when valuing a business.

Learning Objectives:
  • Identify best practices and approaches to prepare for, and conduct an interview (the devil is in the detail).
  • Discover practical tips on how to better listen in an interviewee (and hear what an interviewee isn't saying).
  • Determine how to better leverage publicly available information when researching an interviewee (and their personality).
  • Use real case-based examples of proven tips and tricks when conducting an interview.


  • Mr. Richard Davies, CPA, CA, CBV, CFE, CFF, Senior Manager, Cohen Hamilton Steger & Co. Inc.
  • Anita Patel, CPA, CA, DIFA, CFE, CFF, CAMS, CPA (Illinois), Investigator, CPA Ontario

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