This white paper will provide you with information on business valuation report pitfalls.
Topics include:
- Standard Business Valuation Report Guidelines
- Summary Reports, Calculation Reports, and Oral Reports
- Report Pitfalls to Look For
- Recent Court/IRS Rulings including Family Limited Partnerships, Tax Affecting, Credentials, and TEFRA Changes
The author, Dr. Joel DiCicco, CPA, is a graduate faculty member at Florida Atlantic University’s College of Business Executive Programs. He teaches graduate-level accounting and finance courses. He is also a partner at the Florida Institute of Finance, LLC (FIF), a boutique consulting and training company focusing in the areas of business valuation, financial analysis, due diligence, and data analytics.
Dr. DiCicco conducts valuations for both publicly traded and privately held organizations. His area of particular expertise is the determination of the fair value of complex financial instruments.
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