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Valuing a Cash Business
Valuation Services
Webcast

Valuing a Cash Business

Gain an understanding of the (potential) pitfalls of valuing a cash business.

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

Jenny Allen, David Consigli

Availability

3 months

Product Number

WC4593936

 View  
 Business & partner 
Product Details

Valuing a cash business can have many pitfalls, including:

  • A lack of supporting financial documentation
  • The inability to verify revenues and expenses
  • The potential underreporting of income

Challenges can be overcome by identifying cash-based nuances to consider when undertaking the valuation assignment and with additional due diligence.

This webcast will provide valuation analysts with various tools to produce a supportable opinion and defend their conclusions of value with confidence.

Key Topics

  • Cash adjustments
  • Risk considerations
  • Available source documentation

Learning Outcomes

  • Distinguish the businesses that operate primarily with cash.
  • Recognize the risks of valuing a cash-based business.
  • Identify how to quantify potential cash-based normalization adjustments.
  • Identify available source documentation to support your conclusions.

Who Will Benefit

Valuation professionals of any level of experience who undertake (or are thinking of undertaking) a valuation of a cash-based business.

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 hr 30 mins
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
Jenny Allen
CPA/ABV/CFF
Jennifer A. Allen is a Certified Public Accountant (CPA) in Nevada, has earned the Certified in Financial Forensics (CFF) and Accredited in Business Valuation (ABV) credentials from the American of Institute of Certified Public Accountants, and is a Certified Fraud Examiner (CFE) with the Association of Certified Fraud Examiners. Ms. Allen is currently the President of the Nevada Society of Certified Public Accountants, is a member of the AICPA’s Business Valuations committee, and often presents regarding forensic accounting and business valuation topics. Ms. Allen is a Partner of Anthem Forensics’, where she provides consulting and expert witness services in both litigation and non-litigation engagements.
David Consigli
CPA/ABV, CDFA
David is a partner at FazForensics in Boston, MA specializing David specializes in valuations of closely-held businesses, business and ownership interests, and intangible assets. He brings over 38 years of business valuation, transaction advisory, succession planning, and tax planning experience to FAZCPAs’ diverse clients. His skills and expertise are highly sought-after by business buyers, sellers and lenders for the purpose of mergers & acquisitions, marital dissolutions, shareholder buyouts and disputes, buy/sell agreements, life insurance, and succession planning. Dave provides specialized valuation solutions that focus on assisting clients in addressing shareholder value optimization and portfolio valuations.
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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