Case Studies in Business Valuation: Developing Defensible Conclusions (Livestream)
Friday, Nov. 6, 2026
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical) | 6.5 CLE | 8 Accredited in Business Valuation
Course code: 26SR-0025
View pricing
Move beyond valuation concepts and into practitioner decision-making. Through practical valuation scenarios and case-based exercises, evaluate common judgment areas, test assumptions for reasonableness, reconcile conflicting valuation evidence, document support for conclusions and communicate defensible valuation opinions. Using an evidence-based framework, learn how to define valuation issues, develop supportable analyses, evaluate assumptions and communicate results clearly and effectively. Also learn about practical applications and limitations of AI in valuation analysis, documentation, review and reporting. Leave with greater confidence in developing, defending and communicating valuation opinions.
Major subjects
-
Valuation engagement decisions and professional standards.
-
Development of valuation analyses.
-
Reasonableness testing and reconciliation.
-
Levels of value, discounts and premiums.
-
Documentation, reporting and professional practice.
-
Practical uses and limitations of AI in valuation practice.
Learning objectives
-
Identify engagement decisions that affect the development and reporting of a valuation opinion.
-
Apply practitioner judgment to valuation scenarios involving valuation methods, assumptions and adjustments.
-
Evaluate valuation assumptions using reasonableness tests and supporting evidence.
-
Reconcile conflicting valuation indications, assumptions and levels of value.
-
Document valuation analyses and conclusions to support a defensible opinion.
-
Communicate valuation conclusions clearly in written reports.
-
Recognize appropriate uses and limitations of AI in valuation analysis, documentation, review and reporting.
Who should take this program?
- CPAs, valuation professionals, financial analysts, and others with foundational business valuation knowledge who want to strengthen their practical valuation, documentation and reporting skills.
Pricing
|
Standard Member Fee |
$375.00
|
 Standard Nonmember Fee |
$475.00
|
MNCPA members save $100.00. Become a member.
Our records indicate
you are a
nonmember.
If you register, you will be charged
$475.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
