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Using MergerShark to Improve Your Valuation Report
Valuation Services
Webcast

Using MergerShark to Improve Your Valuation Report

Discover how to leverage MergerShark data to streamline your valuation report and save time.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Basic

CPE Credits

1.5

Instructor

Brian K. Pearson

Availability

3 months

Product Number

WC4885277

 View  
 Business & partner 
Product Details

MergerShark, a robust valuation database, has the potential to save your firm time, money and hassle when researching transactional data.

During this webcast, we'll walk through a real valuation report, demonstrating how to leverage MergerShark’s powerful features, including:

  • Search functionality
  • Market multiples
  • DCF data such as rates and terminal multiples
  • Forward-looking multiples
  • Industry data

You can save time while gathering key data for your valuation report from a single database.

This webcast will also:

  • Explore various search techniques to help you efficiently gather the necessary data for your valuation
  • Explain how the data is obtained and verified to help with the credibility of your report
  • Show how to capture, organize, and document your search data to support your valuation conclusions effectively

Key Topics

  • Market-based transaction data
  • DLOM from stock options
  • Target searches by size, timeframe, key word industry, etc.
  • Fair value

Learning Outcomes

  • Select reliable market-based data to improve your valuation reports.
  • Identify recent transactional information to create timely valuation reports.
  • Recognize how to improve your data search functionality to get accurate and reliable search results
  • Select market-based data correctly.

Who Will Benefit

  • Business valuation professionals who write valuation reports.
  • Anyone who needs market, income, industry, discount or fair value data.
More Details
NASBA Field of Study
Specialized Knowledge
Level
Basic
Prerequisites
none
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1.5 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

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 order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Brian K. Pearson
MBA, CPA/PFS/ABV/CFF, ASA
Mr. Pearson is the founder and managing member of Valuation Advisors, LLC He has over 30 years of experience in providing various business valuation and consulting services. He is a past Chairman of the AICPA ABV exam task force, a past President of the Estate Planning Counselors of WNY, a past Chairman and current member of the NYSSCPA’s Business Valuation committee and a current member of the its Ethics committee. He is the creator of the Valuation Advisors Pre-IPO DLOM database, the creator of MergerShark.com, an extensive valuation content database with over 24,000 transactions, and the creator of the Special Dividends database for determining DLOM. He is also a frequent speaker on valuation and investment topics.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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