Valuing Complex Financial Instruments

Forensic and Valuation Services (FVS)

While it has been thousands of years since the Greek mathematician, Thales, developed the first known option contracts to corner the market for olive presses ahead of the annual harvest, financial instruments continue to proliferate in both type and complexity.

Faisal Lakhani of CBIZ Valuation Group specializes in advising clients in this area and shares his expertise to provide an overview to help us better understand what these instruments are, and how they are valued, including:

• Categories and classification of complex financial instruments
• Valuation approaches and methods
• Influence of market volatility, liquidity constraints, and broad macro-economic conditions on value
• Industry guidance resources available to valuation practitioners, auditors, and financial professionals

Guest: Faisal Lakhani, CFA, ABV, Managing Director, CBIZ Valuation Group Host: Howard Mah-Lee, CFA, CAIA, ABV, AICPA Valuation Services

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Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies - Accounting and Valuation Guide the“PE/VC” guide

• FVS Section members click here for complimentary access
• non-FVS Section purchase

Valuation of Privately Held Companies Equity Securities Issued as Compensation the“cheap stock” guide

• FVS Section members click here for complimentary access
• non-FVS Section purchase

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, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.

LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and check out the ABV Infographic

Certified in Valuation of Financial Instruments (CVFI) – Visit the home page and check out the CVFI infographic

Certified in Fraud and Forensics (CFF) - Visit the home page and check out the CFF Infographic

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