Case Studies in Business Valuation: Developing Defensible Conclusions

Case Studies in Business Valuation: Developing Defensible Conclusions - Virtual

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Availability

Registration Required

Online Meeting

Nov 06, 2026 8:30 AM - 4:30 PM CT

Cost

Member: $435.00

Non-Member: $535.00

Retired: $435.00

Educator & Government & Non-Profit Member: $435.00

Credit Offered

8 CPE Credits

Field of Study:

8 Specialized Knowledge

This conference is hosted by a third-party vendor, the Minnesota Society of CPAs. Please register for this event at least 24 hours prior to the start time. If you have not received your connection information at least 24 hours prior to the start time, please contact Anna Decker at adecker@mncpa.com or (952) 831-2707.

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.

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.

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.

CPAs, valuation professionals, financial analysts, and others with foundational business valuation knowledge who want to strengthen their practical valuation, documentation and reporting skills.

Working knowledge of basic business valuation concepts, including valuation purposes, standards of value, income methods, market methods and asset-based methods.

None

Intermediate

Shawn Stumphf

Dr. Shawn Stumphf is a consultant and recognized expert in business valuation, forensic accounting, and economic damage analysis. He has nearly two decades of experience in accounting, finance and consulting, with a primary focus on valuation and financial dispute matters.

Dr. Stumphf has authored over 1,000 valuation and consulting reports and has testified as an expert witness in state and federal courts. His work involves complex financial disputes, including shareholder litigation, marital dissolution, wrongful death, and other high-stakes matters. He has performed valuations of businesses ranging from small owner-operated companies to international enterprises, with revenues from under $1 million to over $500 million, with a primary focus on closely held and middle-market businesses.

In addition to his consulting practice, Dr. Stumphf serves as assistant professor of practice in finance at North Dakota State University.