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,
Willamette Management Associates, Boston
Jesse J. Gillett,
Willamett Management Associates, Boston
10:15 - 10:45 am
Financial Analysis and Fact Gathering
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Jesse J. Gillett,
Willamett Management Associates, Boston
10:45 - 11:30 am
Valuation Approaches
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Jesse J. Gillett,
Willamett Management Associates, Boston
11:30 - 11:40 am
Break
11:40 - 12:10 pm
Valuation Discounts
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Jesse J. Gillett,
Willamett Management Associates, Boston
12:10 - 12:30 pm
Tips to Critique a Business Valuation
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Jesse J. Gillett,
Willamett Management Associates, Boston
Please Note
This webcast is 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.
Speakers
FacultyMarc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Jesse J. Gillett,
Willamett Management Associates, Boston
