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Attorneys field business valuation questions every day, especially in transactions, disputes, and shareholder matters. Alina Niculita and Paul Heidt pulled together six of the most common questions we hear during CLEs with practical answers that help demystify the process.

If you work with privately held businesses, this is a helpful refresher and a great resource to share with clients 👉
https://moronesanalytics.com/answers-to-6-common-questions-from-attorneys-on-business-valuation/

1️⃣ Why do appraisers typically request five years of the subject Company’s financial statements?

2️⃣ Which business valuation approaches are generally preferred by buyers and sellers?

3️⃣ Which business valuation methods are preferred for different types of businesses?

4️⃣ What are typical business valuation discount rate ranges?

5️⃣ What is cash flow and how is it used in business valuation?

6️⃣ Why is an EBITDA (“earnings before interest, taxes, depreciation, and amortization”) valuation multiple often preferred in the Market Approach as opposed to a net income multiple?

Authors:
Alina Niculita, ASA, CFA, ARM-BV, MBA
Paul Heidt, CPA, ASA, ABV

Answers to 6 Common Questions from Attorneys on Business Valuation - Morones Analytics Our team regularly presents business valuation CLEs to law firms and bar associations, which sparks questions from attorneys. See answers to the most common questions from attorneys over the years.

Welcome to the team, Lauren de la Rosa, CPA, CFE! Lauren works alongside our senior forensic accounting experts to deliver thorough financial analysis that helps clients make informed decisions. She thrives on problem-solving and is dedicated to uncovering the truth.

✅ Lauren spent six years with Meijer, a regional grocery retailer, performing operational and financial audits, driving process improvements and strengthening internal controls.

✅ She previously served in a pivotal role as a financial analyst at a major hospital in Grand Rapids, MI.

✅ Her career started at PwC in Detroit, where she conducted internal audits for clients.

💬“We are excited that Lauren has chosen to bring her deep analytical skillset to our forensic accounting team. We are confident that she will provide the highest quality service to our clients. And we are glad for the opportunity to expand our presence in the Grand Rapids, MI region. Welcome, Lauren!”💬– Serena Morones

Learn more about Lauren 👉https://moronesanalytics.com/welcoming-lauren-de-la-rosa-to-our-team/