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.
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.
Course Content
Welcome and Introduction9:30 - 10:15 am
- Understanding the Engagement Including Standard of Value and Valuation Date
- Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP, Boston
- Jesse J. Gillett, Edelstein & Company LLP, Boston
- Financial Analysis and Fact Gathering
- Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP, Boston
- Jesse J. Gillett, Edelstein & Company LLP, Boston
- Valuation Approaches
- Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP, Boston
- Jesse J. Gillett, Edelstein & Company LLP, Boston
- Break
- Valuation Discounts
- Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP, Boston
- Jesse J. Gillett, Edelstein & Company LLP, Boston
- Tips to Critique a Business Valuation
- Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP, Boston
- Jesse J. Gillett, Edelstein & Company LLP, Boston
- 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.
Speakers
Faculty- Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP, Boston
- Jesse J. Gillett, Edelstein & Company LLP, Boston
