Karolina Calhoun, CPA/ABV/CFF, Vice President, will present “Getting Command of the Numbers in a Valuation” with Miles Mason, Sr. JD, CPA at the 2018 Forensic & Valuation Services Conference hosted by the Tennessee Society of CPAs (October 23).
The valuation of a business can be a complex process, requiring certified business valuation and forensic accounting professionals. This session will address the numbers and analyses behind trends, adjustments, and projections in a valuation for purposes of ESOPs, estate/tax planning, M&A transactions, family law, damages and other types of financial litigation. Additionally, the session discusses from a legal perspective how to effectively communicate a valuation in the court room, how to explain adjustments to a judge, and how to critique projections.
Learning objectives include:
- Analyze trends of historical financials
- Identify adjustments in a valuation
- Describe key considerations for normalizing adjustments
- Understand quantitative and qualitative trends surrounding financials projections
- Interpret evidence to the courtroom
- Evaluate assumptions and analyses of financial expert
Karolina has been involved with hundreds of valuation and litigation support engagements in a diverse range of industries on local, national and international levels. As a member of the firm’s Litigation Group, she provides valuation and forensics services for litigated family law, gift & estate planning and further matters related to divorce, privately held businesses, dissenting shareholders, intellectual property, personal goodwill, etc. With her forensics accreditation, she provides economic and financial damages studies, asset tracing, lost profits, and lifestyle analysis.