The Stakes Are Too High - Never Take a Valuation Report at Face Value
What's the business worth? The question can arise in divorce, business litigation, and a variety of transactional settings - but there's never one truth, and winning or losing on the issue will almost always have a big impact on your clients. When confronting issues surrounding valuation, you must be able to understand their expert's methodology and findings, the strengths and weaknesses of the opinion, and how to address and dispute competing reports. Enhance your financial skill set - 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 an appraiser and preparing for valuations.
Discover strategies for questioning financial experts on direct and cross.
Who Should Attend
This program is designed for attorneys. Accountants and paralegals may also benefit.
Intro to Valuations in Law; Appraiser vs. Attorney Roles
Business Valuation Standards and Methodologies
Accounting Issues; Discounts and Premiums Explained
Valuing Intangible Assets
Vetting Valuations: Key Questions Attorneys Need to Ask
Real-Life Example: Critiquing a Small Business Valuation (Attorney Perspective)
Best Practices for Selecting and Working With Financial Experts
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 3.50 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 a appraiser.Field(s) of Study -- Business Law.
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 the 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 the 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).
ROBERT W. EVANS is a senior manager in Blue & Co.'s business valuation and consulting group. He concentrates his time in business valuation, mergers and acquisitions, forensic accounting, economic damages, and litigation support services. Mr. Evans has business valuation experience in more than 100 engagements, including manufacturing, distribution, franchising, retail, restaurant, and many professional services. His valuations have been used for many different purposes, including estate and gift taxation, partner buy-ins and exits, marital dissolution, shareholder disputes, economic damage, and other matters. Mr. Evans also has forensic accounting experience in dozens of matters, including records reconstruction, asset tracing and discovery, lost profits, malpractice, and malfeasance. He has testified as an expert witness in both California and Ohio.
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