Business Valuations: Attorneys' Complete Guide

Agenda / Content Covered

1. Intro to Valuations in Law; Appraiser vs. Attorney Roles, The Goal and Context
   10:00 - 10:30, J. Daniel Bariault
2. Information Gathering: What to Look For and Where to Find It
   10:30 - 11:00, J. Daniel Bariault
   1. What Documents to Obtain and Where/How
   2. Selecting and Working With Experts
   3. Industry Knowledge and Interviews
3. Standards of Value
   11:00 - 11:30, J. Daniel Bariault
4. Comparing the Main Valuation Methods
   11:45 - 12:15, J. Daniel Bariault
5. Accounting Issues; Levels of Value, Discounts and Premiums Explained
   12:15 - 12:45, Steven Fried
6. Future and Present Value Calculations in Case Studies
   12:45 - 1:15, Steven Fried
7. Valuing Intangible Assets, Including Digital Assets and Different Types of Goodwill
   1:45 - 2:15, Steven Fried
8. Vetting Valuations: Key Questions Attorneys Need to Ask
   2:15 - 2:45, Steven Fried
9. Real-Life Example: Critiquing a Small Business Valuation (Attorney Perspective)
   2:45 - 3:15, Mark S. Cherry
10. Litigation Tips
    3:30 - 4:00, Mark S. Cherry
    1. Preparing for Trial
    2. Creative Strategies for Revealing a Flawed Report
11. Legal Ethics
    4:00 - 5:00, Eduardo V. Martinez
    1. What Rules of Professional Conduct Apply and How
    2. Attorney Fees and Engagement Agreements
    3. Conflicts of Interest

Accreditation Details:

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.