Error loading player: No playable sources found

FVC2109

How to Make Sense of a "Noisy" Prior Year(s)

Date
November 8, 2021
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2021 AICPA & CIMA Forensic & Valuation Services Conference
This includes sessions from the conference: 2021 AICPA & CIMA Forensic & Valuation Services Conference

Put simply, 2020 was a "noisy" year for many subject companies valued by our industry; however, beyond 2020, our profession evaluates subject companies going through volatile periods as well as industries that benchmark differently than the general economy frequently. These analyses may require extra analyses to assess appropriate estimations of normalized ongoing levels. Determining appropriate adjustments, margins, earnings, sales levels, etc, can provide to be a more rigorous analysis than otherwise in a mature business within a stable industry.

Learning Objectives

  • Understand why there is not one single formula or rule of thumb for estimation of ongoing levels
  • Evaluate the appropriateness for adjustments in a volatile year and how these analyses must be performed in conjunction with estimating 'ongoing levels'
  • Determine additional valuation considerations to review and assess

Speakers

Speaker Image for Karolina Calhoun
Karolina Calhoun, CPA, ABV, CFF
Senior Vice President, Mercer Capital
Speaker Image for David Harkins
Senior Financial Analyst, Mercer Capital

Related Products

Thumbnail for COVID-19 and the Path to Recovery — Lessons Learned About Cost of Capital
COVID-19 and the Path to Recovery — Lessons Learned About Cost of Capital
COVID-19 has had a profound and ongoing impact on financial markets and economies around the world. The recession that ensued was the worst since World War 2, but the recovery has been fast by historical patterns in places like the U.S…
Thumbnail for Estate Planning - Advising Clients in an Uncertain Environment
Estate Planning - Advising Clients in an Uncertain Environment
The TCJA doubled the lifetime gift exemption through 2025. However, the results of the 2020 election created considerable uncertainty to the longevity of the changes effected by the TCJA…
Thumbnail for Healthcare and Valuation: Current Trends and Implications to the Industry
Healthcare and Valuation: Current Trends and Implications to the Industry
Healthcare valuations require an appraiser to understand the various regulations that only impact healthcare valuation, the trends in the healthcare market, and other healthcare specific terminology and nuances…
Thumbnail for Power Excel - Power Applications for the Forensic Accountant
Power Excel - Power Applications for the Forensic Accountant
This hands-on session will focus on Excel-based "Power" tools! We will explore Power Query which supercharges Excel's ability to connect, transform, combine, and load data…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.