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Contractor’s Revenue Recognition Reminder Checklist


VIEWpoint Issue 2 | 2019

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As advisors, we often hear owners’ claims to know what the value of their company “is” even though they have never had an independent, professional valuation performed. More often than not, the owner’s number is not accurate, current or even appropriate for the purpose at hand.

Join Doeren Mayhew’s Jason LeRoy as he discusses the different types of valuations needed depending on the user’s purpose, why the results can vary tremendously depending on the purpose, and what your client should expect as they go through the process of getting an appraisal. Further, hear stories from the front line and how one business owner used the valuation process as a springboard for transitioning a company to the next generation.

Learning Objectives:

  • Understand how the purpose of a valuation dramatically impacts the methodologies used and ultimately the end number.
  • Learn the difference between a calculation of value versus a conclusion of value, why it matters and what factors to consider when selecting the level of service.
  • Hear how one company used the benefits of the valuation experience to guide the successful transition to the next generation of owners.


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