Business Valuation for Attorneys
Enhancing your business valuation knowledge
- Product Number: 2220198P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Business valuations affect diverse aspects of law and practice, including gift and estate planning, mergers and acquisitions, civil litigation, and family law practice. Valuations in each area may be performed for a specific, unique purpose; lawyers advising clients in each of these areas need core fluency in valuation to provide sound counsel.This program gives you an understanding of valuation terminology, concepts and their application. From a conceptual background, you learn about applicable revenue rulings, reliability and sources of reference material, and definitions such as standard of value, premise of value, and level of value. The speakers explain three common valuation methods and how to determine when one method should be selected over another. Finally, the program provides an overview of the application of valuation discounts. Add proficiency in valuation to your legal skill set and raise the caliber of your practice.
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Agenda
Agenda & Materials
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9:30 - 10:15 am
Understanding the Engagement Including Standard of Value and Valuation Date
on demand video Add to CartMarc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
Jesse J. Gillett, Willamette Management Associates , Boston
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10:15 - 10:45 am
Financial Analysis and Fact Gathering
on demand video Add to CartMarc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
Jesse J. Gillett, Willamette Management Associates , Boston
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10:45 - 11:30 am
Valuation Approaches
on demand video Add to CartMarc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
Jesse J. Gillett, Willamette Management Associates , Boston
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11:30 - 11:40 am
Break
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11:40 - 12:10 pm
Valuation Discounts
on demand video Add to CartMarc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
Jesse J. Gillett, Willamette Management Associates , Boston
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12:10 - 12:30 pm
Tips to Critique a Business Valuation
on demand video Add to CartMarc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
Jesse J. Gillett, Willamette Management Associates , Boston
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- Faculty