The FVS Valuation Podcast

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global F...

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global F...

Host :   Saumya Tayi, CPA/ABV, Director, Alix Partners, LLP Guest(s):   Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice In litigation, the decisions in court cases create precedence for future court cases. Keeping up to date on current court decisions and the backgrou...

Host :  Nene Gianfala, CPA/ABV/CEIV Chaffe & Associates, Inc. Guest(s):   Karolina Calhoun, CPA/ABV/CFF, Vice President, Mercer Capital Audra Moncur, CPA/ABV, Partner, Wipfli, LLP   Nene meets with FVS conference presenters Karolina Calhoun and Audra Moncur right after their presentation this past November.  Join us as we dig into the topic of goodwill a bit deeper than your financial accounting t...

Host :  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Brian McIntyre, CVA, Partner, Withum - Forensic and Valuation Services Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Description: In this episode we interview Brian McIntyre and Natalya Abdrasilova, presenters at the 2022 FVS Conference, and discuss the following: Concepts surrounding market...

Host:   Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Josh's conversation with Nene confirms that ESG is not a fad that is going away. This episode will provide you with takeaways that business valuation practitioners need to know including potential increased risks for subject companies. What is ESG and how doe...

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Zac Liermann, CPA, Senior Consultant, Wipfli LLP               Jared Hannon, CFA, CEIV, Director, Grant Thornton LLP In this episode, we talk to Zac and Jared, who recently presented at the 2022 FVS Conference in Las Vegas on 409A Valuations and discuss the: History and explanation of 409A/ASC 718 Valuations Complex...

Host: Mark Smith, Director of Valuation Services, AICPA-CIMA Guest(s): Carla Nunes, ABV, Managing Director, Kroll James Harrington, Director, Kroll In the wake of the COVID-19 pandemic entire segments of the global economy were shut down and reopened resulting in global supply chain disturbances. Additionally, Russia's invasion of Ukraine has put further pressures on global agriculture, energy, an...

Guests: Josh Shilts, CPA/ABV/CFF/CGMA             Ethan Rouen, Ph. D Ethan Rouen, assistant professor of business administration at Harvard Business School, teaches the course "Reimagining Capitalism".  Josh came across Professor Rouen's work while doing his own research on the valuation of human capital.  Join the conversation between Josh and Ethan to learn more about:  How do we view human capi...

Guest(s): Sugi Hadiwijaya, CR3 Partners, LLC; Dalton Potts, NRD Capital Short podcast structured as conversation on topics of due diligence in restaurant space.  Topics discussed include: Reasons/purposes/goals of restaurant acquisitions How to analyze restaurant P&L during due diligence How to understand operational aspects of due diligence Other matters such as quality of earnings, liquor licens...

Host:  Josh Shilts, CPA/ABV/CFF/CGMA Guests: Maryellen Galuchie and Mark Smith In this episode, Josh touches base with Maryellen, Managing Director with Grant Thornton's Corporate Finance Division and chair of the Business Valuation Committee and Mark, Director of Valuation Services at the AICPA.  Josh, who is an immediate past committee member, leads the discussion to help folks understand: What...

Guests: Josh Shilts, CPA/ABV/CFF/CGMA              Matthew Shaffer, Ph. D Matthew Shaffer, an assistant professor at USC Marshall School of Business, feels accounting is the fundamental measurement for how companies perform and emphasizes the use of accounting fundamentals to determine valuation methods.  His December 2021 article "Why Value the Enterprise enroute to Equity? Valuation Practice in...

This is an updated version of this episode. Some voice distortion may be present. Please scroll down to find links to essential resources that have been developed since the original publish date. Jay Fishman is a ground-breaking figure in the business valuation profession.  Jay started Financial Research Associates 41 years ago.  So, what was going on in the BV world 42 years ago?!  Jay's path in...

Guests: Josh Shilts, CPA/ABV/CFF/CGMA              Mark Dietrich, CPA/ABV Josh Shilts, CPA/ABV/CFF/CGMA sits down for a second time with Mark Dietrich, CPA/ABV, to further explore the complexities of healthcare valuation including: Data sources such as the Goodwill Registry Using principles not just rules when performing valuations Private equity transactions and platform investments No cash flow,...

Host: Josh Shilts, CPA/ABV/CFF/CGMA Guest: Ken Pia, CPA/ABV  Josh and guest, Ken Pia, who leads the national matrimonial practice for Marcum LLP will share where the practice is at the beginning of the 3rd year of the pandemic. The podcast will also discuss some important issues to consider such as: Managing quality and credibility in an increasingly complex environment that is increasingly virtua...

Host: Josh Shilts, CPA/ABV/CFF/CGMA Guest:  Dennis A. Webb, ASA, MAI, FRICS   Valuation often takes many forms and when a practitioner encounters an engagement that require different skill sets or retain the appropriate subject matter experts.  This is commonly encountered when a business owns real estate that can often be worth more than the business.  On this podcast Josh and guest Dennis discus...

Guests: Victor Padilla, MBA, CFE, Weaver               Christopher Meadors, CPA, CFF, JD, Delta Consulting Group               Sasha Gartman, CFE, CAMS, Weaver Our presenters will provide an overview of the Foreign Corrupt Practices Act (FCPA) and the potential effects that the recent COVID-19 pandemic could have on FCPA enforcement trends. The presenters will discuss examples of FCPA risks that c...

Guest(s): Lynda H. Schwartz CPA CFF CFE CGMA, Lynda Schwartz LLC                Vincent Walden, CPA CFE, Alvarez & Marsal                Doug Aguilera, CPA CFF CFE CGMA, Aguilera & Associates In this informative two-part podcast series, we discuss a Data Analysis topic from Understanding the Forensic Technology Landscape: A reference guide for practitioners . These experienced forensic accountants...

Guest(s): Lynda H. Schwartz CPA CFF CFE CGMA, Lynda Schwartz LLC                Vincent Walden, CPA CFE, Alvarez & Marsal                Doug Aguilera, CPA CFF CFE CGMA, Aguilera & Associates In this informative two-part podcast series, we discuss a Data Analysis topic from Understanding the Forensic Technology Landscape: A reference guide for practitioners . These experienced forensic accountants...

Guests: Josh Shilts, CPA/ABV/CFF/CGMA             Roger Grabowski Josh and guest Roger Grabowski discuss: An in-depth history of the evolution discounted cash flow analysis How to deconstruct and evaluate a company's historical growth The importance of learning about the company and its management The podcast will also discuss some important issues to consider such as: Organic vs acquisition growt...

Guests: Angela Murdo, CPA, CFE A lack of internal controls can be disastrous to any business. Companies need to ensure sound risk management is in place, no matter their size. Internal controls can be the key to preventing and detecting fraud.  This podcast will address financial and operational risks and provide you with the guidance to help prevent and detect fraud: -         Why are internal co...

Host:  Josh Shilts, CPA/ABV/CFF/CGMA Guest: Mark Dietrich, CPA/ABV Healthcare valuation requires an in-depth knowledge of specialized machinery, complicated coding and billing protocols as well as a highly regulated environment.  Professionals who provide valuation services in this area also need to be understand how to identify and value intangible assets that can often hold the majority of a hea...

This is an updated version of this episode. Some voice distortion may be present. Please scroll down to find links to essential resources that have been developed since the original publish date. Valuation professionals need a comprehensive understanding of valuation principles, standards, and emerging trends within the industry. In this podcast, Josh and Mark discuss trends in the valuation profe...

Guests: Doug Aguilera, CPA/CFF, CGMA, CFE              Derek Duarte, Senior Vice President, UnitedLex              Kyle Kelly, Senior Technical Program Manager –                 eDiscovery, Coinbase This two-part podcast series provides a wide-ranging discussion about the new challenges brought about because of COVID-19 and the continuously evolving technology landscape.  We discuss ways to make t...

Guests: Doug Aguilera, CPA/CFF, CGMA, CFE              Derek Duarte, Senior Vice President, UnitedLex              Kyle Kelly, Senior Technical Program Manager –                 eDiscovery, Coinbase This two-part podcast series provides a wide-ranging discussion about the new challenges brought about because of COVID-19 and the continuously evolving technology landscape.  We discuss ways to make t...