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Marketability Discounts

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Feb 14
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Show Notes

Host: David Consigli, CPA/ABV, CDFA, FAZ CPAs

Guest(s):
Brian McIntyre, CVA, Partner, Withum – Forensic and Valuation Services
Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC

Description: In this episode we interview Brian McIntyre and Natalya Abdrasilova, presenters at the 2022 FVS Conference, and discuss the following:

  • Concepts surrounding marketability discounts are always evolving
  • The criticality of finding data to support your conclusions
  • Need to be flexible to different options for valuing marketability
  • There is no “one size fits all” for determining marketability discounts
  • Common errors Natalya and Brian have observed

For further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.

Resources available as part of FVS Section membership: BRG (Business Reference Guide) Online – Provides an overview of different markets to create a baseline to develop discounts. Available for purchase from AICPAconferences.com

AICPA-CIMA Forensic and Valuation Services Conference, session: Marketability Discount

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online at www.aicpa.org/fvs, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE, and access to rich technical content.

Don’t miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

Information on credentials:

Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.

  • ABV Credential (Accredited in Business Valuation)
  • CFF Credential (Certified in Fraud and Forensics)

About The Author

David is a Certified Public Accountant and Partner at Ferraro, Amodio and Zarecki, CPAs. David has an Accreditation in Business Valuation and is a Certified Divorce Financial Analyst. David practices a philosophy built around providing clients with outstanding creative and personalized quality services. David's experience and expertise help him provide clients with the tools and resources they need to understand the valuation of closely-held businesses, especially when it comes to divorce. His strengths in communicating the results of his valuation conclusion to clients are qualities that make him a leader in the industry.
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