Neutral Work: Best Practices, Tips and Pitfalls

16th Annual MNCPA Business Valuation Conference, Crowne Plaza Minneapolis West, 3131 Campus Drive, Plymouth, MN 55441

When parties are at odds about complex business valuation, financial, and tax matters, using a forensic accountant for a neutral evaluation or fact finding can help to resolve issues quickly and cost effectively. However, trouble lies ahead for those who don’t carefully plan and conduct the engagement. This session features tips and best practices for those choosing to work as a neutral financial expert. Examine the typical phases and important terms of the engagements and receive practical tips for dealing with common challenges. Understand the role and responsibilities of a neutral expert and identify key issues related to planning the engagement and drafting the engagement letter.