Enhance Key Areas of Your Valuation Report Using the MergerShark Database
Navigate the MergerShark database to develop and defend key sections of your valuation report, while saving time and money. We'll also cover the fair value data section for A&A members in your office.
Format
Webcast
Date
Jun 03, 2026
NASBA Field of Study
Specialized Knowledge
Level
Basic
CPE Credits
1.5
Instructor
Brian K. Pearson
Availability
3 months
Product Number
WC5277430
MergerShark allows you to develop key portions of your valuation analysis for report writing, while saving you significant research time.
During this webcast, we will develop key sections of a valuation report to show users how to utilize the MergerShark database to their advantage.
In this webcast, you will learn how to:
- Search accurately for keywords, SIC, and NAICS
- Develop useful market method multiples
- Incorporate DCF data, such as rates and terminal multiples
- Apply discounts for lack of marketability
- Calculate and apply lack of control discounts
- Leverage forward-looking market transaction multiples
- Use industry transaction multiples
- Review key new features
Takeaway highlights include:
Demonstrating key search strategies To improve your search capabilities, we will explore various search techniques to help you efficiently gather the necessary data for your valuation report.
Understanding and using the data you find We will explain how the data is obtained and verified, and how this helps with the credibility of your valuation report.
Report file support Learn how to capture and organize your search data in a Microsoft Excel file to back up your valuation report effectively.
Key Topics
- Market-based transaction data
- DLOM from stock options and special dividends
- Target searches by size, timeframe, key words, etc.
- Rapid and relevant client report data
Learning Outcomes
- Select the market-based transaction data you need.
- Identify faster search techniques to get accurate and reliable results quickly.
- Select reliable market-based data to save and include in your valuation reports.
- Recall all the key features of MergerShark to enhance your BV practice.
Who Will Benefit
Business valuation professionals who write valuation reports, develop valuation analysis schedules using the market and income methods and who need accurate and reliable valuation discount data.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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