Understand the Choices, Context, Assumptions, and Calculations Behind Each Valuation Report
The value of a business is critical in determining the outcomes of cases in business litigation, divorce, trusts and estates proceedings, and a variety of transactional settings. But the answer is never as simple as a single number everyone agrees on. When working a case that involves a business valuation, you must understand the factors that can skew the final value, the strengths and weaknesses in the reports, and how you can control the variables. Never take business valuations at face value - register today!
Explore the different types and methods of business valuation.
Learn how to analyze and challenge findings, assumptions, and methodology.
Get tips for selecting a valuations expert and preparing for valuations.
Discover strategies for questioning financial experts on direct and cross.
Who Should Attend
This program is designed for attorneys. Accountants, CFOs, business owners, and paralegals may also benefit.
Intro to Valuations in Law; Appraiser vs. Attorney Roles, The Goal and Context
Information Gathering: What to Look For and Where to Find It
Standards of Value
Comparing the Main Valuation Methods
Accounting Issues; Levels of Value, Discounts and Premiums Explained
Future and Present Value Calculations in Case Studies
Valuing Intangible Assets, Including Digital Assets and Different Types of Goodwill
Vetting Valuations: Key Questions Attorneys Need to Ask
Real-Life Example: Critiquing a Small Business Valuation (Attorney Perspective)
Regulatory Ethics: 1.00Business Law: 6.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to:1. Recall a business valuation methodology.2. Explain how intangible assets may be valued.3. List one consideration when selecting an appraiser.Field(s) of Study -- Business Law; Regulatory Ethics.
J. Daniel Bariault is the sole practitioner with Business Advocate Law PLLC, where he has more than 35 years of experience in all aspects of corporate and business law, with particular emphasis in tax, securities, antitrust, and regulated industries. Mr. Bariault has worked with many high-tech startups in all aspects of business formation, corporate governance, and business strategy. He represents marijuana producers, processors, and retailers, investors, and service companies supporting the emerging marijuana industry in the state of Washington. Mr. Bariault has been a staunch supporter of marijuana legalization and his practice is limited almost exclusively to the cannabis and hemp industry. He has also served as an adjunct faculty member at three universities teaching graduate business courses in finance, business development, securities and portfolio analysis, valuation analysis, and international marketing and management. Mr. Bariault is a member of the Washington State Bar Association. He earned his B.A. degree from Washington State University, his M.B.A. from the University of Puget Sound, his masters degree in international management from Thunderbird School of Global management, and his J.D. degree from the University of Puget Sound. Mr. Bariault also holds a certificate in entrepreneurship from MIT.
Mark S Cherry is an attorney with Mark S Cherry Attorney at Law, PC, which is a general practice professional law firm in Cherry Hill, New Jersey that, in addition to the general practice of law, assists homeowners across New Jersey. His firm has extensive experience in foreclosure prevention, real estate, tax law, and bankruptcy law. Mr. Cherry is admitted to practice in New Jersey, Pennsylvania, federal district courts, bankruptcy court, Federal Court of Appeals, and U.S. Tax Court. In addition to being an accredited civil mediator, he is also the member of the American Institute of Certified Public Accountants (AICPA), American Association of Attorney-Certified Public Accountants (AAA-CPA), and New Jersey Association of Professional Mediators (NJAPM). He earned his J.D. degree from the Delaware Law School of Widener University. Before that he earned his B.B.A. degree from Temple University (Moot Court Honor Society).
Steven Fried is a sole practitioner with OlyverClarity Inc. Mr. Fried earned his J.D. degree from University of Tennessee - College of Law.
Eduardo V Martinez is in self-practice with a primary focus in contractual and business law, which he also teaches. He retired as a captain from the U.S. Navy and continues to consult on matters of homeland security. Mr. Martinez has written articles involving transportation security, including maritime cyberterrorism. He is a former special assistant attorney general. He is admitted to practice in all Mississippi state and federal courts, the Fifth Circuit Court of Appeals, the U.S. Court of Military Appeals, the U.S. Court of International Trade, and the U.S. Supreme Court. Mr. Martinez earned his B.A degree from the University of Texas, his M.A. degree from Antioch University, his masters in strategic studies from the U.S. Army War College, and his J.D. degree from the Mississippi College School of Law.
We use this information in order to improve and customize your browsing experience,
in addition to improving our internal analytics and metrics about our visitors.