Business Valuation Services: Lessons Learned Under the New AICPA Standard

Effective Processes and Procedures to Comply with SSVS No. 1

Recording of a 100-minute CPE webinar with Q&A

Conducted on Thursday, July 31, 2008

Course Materials


Valuation specialists at CPA firms now have several months of experience with SSVS No. 1, the AICPA's Statement on Standards for Valuation Services No. 1. It is the first specific standard for the accounting profession to ensure consistent quality in business valuation services.

For most firms, fine tuning SSVS No. 1 compliance with comprehensive guidance is the next hurdle. Learn how other CPA firms have adjusted their policies, practices and client communications on the valuation of businesses and their physical and intangible assets to meet the demands of SSVS No. 1.

Listen as our panel of experienced valuation specialists from accounting firms of all sizes offers their perspectives and what they've learned from recent experiences with the AICPA's new standard.



The panel gives you their best guidance in these and other key areas:

  • Overcoming the more difficult aspects of SSVS No. 1 compliance for CPA firm valuation groups.
  • Communicating the new rules to clients and prospects both to provide transparency and to best promote your practice.
  • Adjusting to new the standard for mid-sized and smaller CPA firms within their resources.
  • Simultaneously adapting to new or revised standards from the AICPA, USPAP and NACVA.


Robert Reilly
Robert Reilly
Managing Director
Willamette Management Associates

He has been the principal analyst on more than 2,000 business valuation engagements for his firm. He has authored more...  |  Read More

Edward Dupke
Edward Dupke
Senior Consultant, Valuation and Forensic Services
Clifton Gunderson

He has more than 35 years of experience in public accounting and business valuations and is a regular instructor on...  |  Read More

Randie Dial
Randie Dial
Senior Manager
Clifton Gunderson

He has 10 years of experience performing valuations for business and personal clients. Recently, he has devoted much of...  |  Read More