A deposition can put a business valuation expert in the hot seat, where every answer is tested and every assumption may be challenged. In this episode, we discuss how depositions differ from other professional interactions, what effective preparation looks like, and how experts can work with counsel, handle challenging questioning, and maintain credibility under oath. 
Key takeaways

  • A deposition is adversarial by design — you're answering questions, not telling your story.
  • Preparation starts the day the subpoena arrives.
  • You're there for numbers, not emotions. 

Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guest: Dan Branch, CPA/ABV, ASA, IAG Forensics & Valuation
Host:  Gregory Saunders, CPA/ABV/CFF, ASA, Keiter CPAs

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RESOURCES FOR FURTHER EXPLORATION

Take your expert witness skills to the next level at the AICPA Expert Witness Skills Workshop, Sep 14-16, 2026, Washington, DC, a hands-on, courtroom-style experience featuring case studies, practice sessions, and a live mock trial, with enrollment limited to just 18 participants to ensure personalized coaching from judges, attorneys, and seasoned experts.

At the 2026 Forensic and Valuation Services Conference - B2 hour workshop, Becoming an Effective Expert Witness: Practical Skills for Emerging Professionals (for in-person attendees).  Sharpen your expert witness skills through realistic deposition, arbitration, and courtroom scenarios that help you prepare, communicate effectively, and avoid common credibility pitfalls.  Early bird savings through Sept 20 plus additional savings for AICPA members and ABV/CFF/CVFI holders

Join:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together.

Early career guidance:  Welcome to a career in forensic and valuation services

FVS Practice Aid Library: This library is open to all visitors. Access to and download of the full practice aids is an exclusive benefit of FVS Section membership.

AICPA Statement on Standards for Forensic Services (SSFS No. 1) 

Click here to join the AICPA FVS Section An active community of FVS peers. You will get 16 credits of complimentary CPE and access to exclusivetechnical content

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

 

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