Description

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.

Speaker(s):

• 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