West Tennessee Chapter February Meeting
0802 | TSCPA In Person Events | Scheduled
Please join the West Tennessee Chapter for our February meeting. Karolina Calhoun, CPA/ABV/CFF, will present on How to Value a Business & Situations that Give Rise to One.
The valuation of a business can be a complex process, requiring certified business valuation and forensic accounting professionals. This session takes a dive into the process and methodologies used in a valuation and situations that give rise to valuation services such as estate/tax planning, ESOP annual valuation, M&A transactions, GAAP/ financial reporting, family law marital dissolution, buy-sell disputes, commercial litigation, and other litigation and financial advisory.
- Identify client situations which give rise to valuation needs
- Understand the approaches and methodologies implored during the valuation process
- Interpret historical and projected financials from a quantitative perspective and the qualitative trends that surround the financials
- Identify potential valuation adjustments
|Number of Credits||Type of Credits|
- Member (Early Bird)
- Non-Member (Early Bird)
Karolina Calhoun, CPA/ABV/CFF
Karolina Calhoun has been involved with hundreds of valuation and litigation support engagements in a diverse range of industries on local, national and international levels. Prior to joining Mercer Capital, Karolina was a Senior Auditor at EY Memphis in their Audit and Assurance Services practice. As a member of the firm’s Litigation Group, she provides valuation and forensics services for family law, gift & estate planning, commercial litigation, transactions (M&A), and further matters related to privately held businesses, dissenting shareholders, intellectual property, personal goodwill, etc. With her forensics accreditation, she provides economic and financial damages studies, asset tracing, lost profits, and lifestyle analysis.
Karolina also provides financial reporting and valuation analyses related to mergers & acquisitions, intangible assets, private equity portfolio companies, contractual agreements, and complex capital structures. These engagements have been conducted for the purposes of mergers and acquisitions, buyouts, financial reporting, estate and gift taxes, allocation of purchase price, litigation support, shareholder dissent, buy-sell agreements, dissolutions, financing, and business planning.
Karolina is involved with the national forensics and valuation community, serving as a member of the AICPA’s Forensic and Valuation Services Conference committee. She was named one of 26 young CPAs to receive the 2018 Forensic and Valuation Services (FVS) Standing Ovation award, presented by the AICPA to professionals for significant contributions in their accounting specialty areas and in their communities. She is also the President-Elect of the Memphis Chapter of TSCPAs.Back to Facilitators