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Understanding Business Valuations From Purpose to Product

 

Identify the true purpose a client is coming to you for a valuation and how to adapt your approach to due diligence.

When you are approached by a client or potential client about creating a valuation, there are several key factors to immediately consider when crafting your initial response. What is the purpose of the valuation and to whom will it be distributed? What are the circumstances that created the need for the valuation and what impact will they have on the report writing itself? Once you have a firm understanding of the purpose for the report, what are the most important steps in due diligence to ensure you get the appropriate information to complete your report? How should you create your workpapers to show the steps you took in diligence to learn more about the subject interest? When writing the report, are you laying out the blueprint for the reader so that they can track what you are doing? Is the report succinct in its analyst while providing every necessary to withstand scrutiny? In this topic we will cover the valuation process from purpose to product, and report writing to address the underlying purpose in each valuation report you are creating.

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Understanding Business Valuations From Purpose to Product

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Understanding Business Valuations From Purpose to Product

Faculty

Alan Chaffee, CPA

Alan Chaffee, CPA

Turning Point

  • Brings a unique blend of experiences including CPA, CVA, CFO, CEO, COO, president and board of director roles
  • CEO of Turning Point, a premier financial and strategic consultancy serving clients in the northwest in three practice areas: outsourced CFO consulting, scale and restructuring and talent sourcing
  • Partner with Chaffee Geddes Chucka PLLC, Bellevue, Washington, from 2002 - 2009 where he focused on providing strategic and financial advisory and tax consulting services to small and medium size businesses and their owners
  • B.S. degree, University of Oregon
  • Can be contacted at [email protected]
Eric J. Camm

Eric J. Camm

Turning Point

  • Director of capital advisory at Turning Point
  • Practice emphasizes all aspects of mergers and acquisitions, restructure, receiverships, and valuation
  • Has conducted seminars and presentations on numerous topics including valuation, succession planning, mergers and acquisitions
  • Written several publications related to the areas of succession planning
  • J.D. degree, Seattle University; B.A. degree, University of Washington
  • Can be contacted at 206-697-0416 or [email protected]
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Understanding Business Valuations From Purpose to Product

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