Complimentary

October 22, 2026

Webcast

AND

In-Person

FAE Learning Center - New York
200 Madison Avenue, 11th Floor, New York, New York 10016

NYSED 3
•
NASBA 3

How To Identify A Rigged Valuation & Forensic Accounting Report - Tech Session

October 22, 2026
In Person + Online
NYSED 3
•
NASBA 3

How To Identify A Rigged Valuation & Forensic Accounting Report - Tech Session

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    Instructor

    Mark
    Gottlieb

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    Mr. Mark Gottlieb, CPA

    Bio
    Mark S. Gottlieb is an accomplished forensic accounting and business valuation specialist with expertise in record reconstruction and litigation support. Managing the Business Valuation and Litigation Support Group at Mark S. Gottlieb, CPA, PC (MSG), he leads his team of highly qualified professionals in conducting forensic accounting examinations, independent business and professional practice valuations, calculations of enhanced earnings capacity relating to professional licenses and degrees, and a continuum of financial and economic analysis. In addition to being licensed as a CPA in New York and Connecticut, he is Accredited in Business Valuation (ABV); Certified in Financial Forensics (CFF); Certified Valuation Analyst (CVA) designated by the National Association of Certified Vendors and Analysts (NACVA); and Certified Business Appraiser (CBA) designated by the IBA.

This course focuses on evaluating valuation assumptions, identifying methodology concerns, and recognizing potential manipulation within valuation reports. Participants will explore forensic accounting red flags, review opposing expert analyses, and understand key strategies for challenging unsupported conclusions. The course provides practical guidance for assessing valuation reports and preparing effective questions for deposition or trial.

Learning Objectives

• Identify standard-of-value and premise-of-value choices that influence valuation conclusions and recognize when those choices are unsupported by case facts

• Analyze methodology selection bias, guideline company and transaction screens, normalization adjustments, capitalization and discount rate build-ups, and valuation discounts for potential manipulation

• Apply a practical checklist based on AICPA SSVS No. 1, NACVA and USPAP standards, and IRS Revenue Ruling 59-60 to evaluate opposing valuation reports and develop effective deposition questions

Major Topics

  • Valuation assumptions and standards
  • Methodology bias and forensic accounting red flags
  • Opposing report review and deposition strategies

CPE Credits Available

NYSED 3
NASBA 3
3
Advisory Services (NYSED) - NYSED
3
Management Advisory Services (NASBA) - NASBA

FAE Learning Center - New York

200 Madison Avenue, 11th Floor, New York, New York 10016

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Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Intended Audience

Litigation attorneys handling shareholder disputes, matrimonial actions, breach of fiduciary duty claims, and commercial damages cases; In-house and outside counsel who retain or cross-examine valuation and forensic accounting experts; CPAs and CVAs who prepare or review business valuation and damages reports; Forensic accountants, fraud examiners, and financial analysts supporting litigation teams; Judges, mediators, and arbitrators who evaluate competing expert reports

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