Solutions to Legal Hurdles & Obstacles to Conducting Business Valuation
Unraveling the knots in business valuation

- Product Number: 2250136RB2
-
CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
-
Add to Favorites List
Choose Date/Location:

-
Product Description
Product Description
Business valuations play a crucial role in marital dissolution when parties have ownership interest in private business. Accurately valuing a business requires navigating complex legal, financial, and evidentiary challenges, including issues around ownership interest, valuation methodologies, and potential tax implications. Understanding these obstacles allows family law attorneys to properly advise clients and make accurate representations to the court. This knowledge leads to favorable outcomes ensuring their clients receive a fair share of marital assets while adhering to legal standards, thus supporting more transparent and just divorce settlements.
This program addresses the complexities involved in business valuation, focusing on providing effective solutions. The faculty explores the challenges associated with discovery and shares techniques to overcome these obstacles. The program offers a thorough understanding of the “fair value” standard in divorce proceedings and its distinctions from fair market value or strategic value. It also covers how to identify and address the inequities of “double dipping,” particularly the relationship between income used for support and income used in valuing a business, along with many other topics.
-
Agenda
Agenda & Materials
-
10:00am - 10:05am
Welcome and Introduction
Marc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
-
10:05am - 10:20am
Discovery
Marc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
Phyllis E. Federico, Esq., Warner, Federico & Ryan LLP , Boston
Jesse J. Gillett, Willamette Management Associates , Boston
Robert J. Rivers, Jr., Esq., Lee & Rivers LLP , Boston
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
-
10:20am - 10:40am
Standard of Value
Panel
-
10:40am - 10:55am
Valuation Date
Panel
-
10:55am - 11:10am
Capitalization Rate
Panel
-
11:10am - 11:30am
Personal Goodwill & Discounts
Panel
-
11:30am - 11:50am
Other Coniderations (Joint Experts, Disclosing Experts, Trial Techniques)
Panel
-
11:50am - 12:00pm
"Ask the Experts" Q&A Session and Key Takeaways
Panel
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
-
- Faculty