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Basic Question 4 of 6

Which statement(s) is (are) true regarding earnings normalization?

I. With normalizing adjustments, analysts attempt to adjust private company earnings to a reasonably well-run, public company equivalent basis.
II. Unlike overstated expenses, understated expenses should not be adjusted in the process.

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Martin Rockenfeldt

Martin Rockenfeldt

Learning Outcome Statements

explain the income, market, and asset-based approaches to private company valuation and factors relevant to the selection of each approach;

explain cash flow estimation issues related to private companies and adjustments required to estimate normalized earnings;

CFA® 2025 Level II Curriculum, Volume 4, Module 25.