93. Business Valuation with Matt Stelzman, ASA, ABV, CVA, MAFF

The Data Sleuth Podcast

In this season of The Data Sleuth Podcast, titled "Conversations about Fraud," guest host Justin Burns, managing partner of Space Coast Forensics in Brevard County, Florida, tackles topics including embezzlement, collaborative divorce, economic damages, construction fraud, and more. In each episode, Justin is joined by an industry expert to help tell the story behind the numbers and explore the latest in fraud detection and prevention.

In today’s episode we discuss business valuations with Matt Stelzman, ASA, ABV, CVA, MAFF. Our conversation includes:

· What all goes into a business valuation?

· What does a business valuation expert do when a client has also engaged a forensic accountant?

· Why Matt wants the attorneys to allow the experts to talk to each other before trial.

· How to get ahead of potential questions from opposing counsel when testifying.

GUEST BIO

As a Principal, Forensic, Litigation, and Valuation Practice Leader. Matt brings nearly 20 years of experience to the Windham Brannon's Forensics, Litigation and Valuation Team. Most of his cases involve some form of litigation, including valuations for marital dissolution purposes, lost earnings and lost profits calculations, wrongful termination or death cases, co-mingled funds, personal injury analysis, and economic damages. His client base is just a broad as his experience, having worked on cases involving local, small-owned businesses to global multi-billion-dollar corporations. Matt has spent time in the courtroom as an expert witness, testifying on the results of his findings.

Matt is an adjunct finance professor at John Brown University and Bryan College. He sits on the Executive Advisory Board and is a liaison to the Ethics Oversight Board for the National Association of Certified Valuators & Analysts (NACVA). He served on its Litigation Forensics Board from 2014-2016 and has served as a liaison to NACVA’s Valuation Credentialing Board.

Matt is a frequent speaker on various topics related to business valuation and litigation support services, having traveled as far as Tanzania in East Africa to present to business executives. Matt earned his undergraduate degree and MBA from the University of Tennessee at Chattanooga. His certifications include a Master Analyst in Financial Forensics (MAFF), Certified Valuation Analyst (CVA), and Accredited Senior Appraiser (ASA). Matt is a member of the AICPA, NACVA and the American Society of Appraisers.

Website: windhambrannon.com

RESOURCES MENTIONED IN TODAY’S EPISODE

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CONNECT WITH JUSTIN BURNS, CPA, CFE

Website: www.spacecoastforensics.com

LinkedIn: @space-coast-forensics

LinkedIn: Justin Burns, CPA, CFE

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