Description
Gain a fundamental understanding of business valuation strategies, issues, and challenges.
This topic is a great starting point for those seeking to learn about this premiumpriced service for clients. This program is beneficial for both novices seeking an overview of the valuation discipline as well as seasoned professionals wanting a review. The topics presented elaborate upon the critical approaches used in valuation, the vetted research databases commonly employed by seasoned professionals, and the various types of reports issued by valuators. Whether advising clients on estate and gift taxation, mergers and acquisitions, bankruptcy, or other commercial activities, financial professionals and attorneys are faced with having to understand and assess business valuation issues. For instance, it is not uncommon for attorneys to hire outside experts to assist them with their cases without fully grasping the methods and assumptions used by these specialists. Since the field of valuation is as much art as science, the program seeks to provide enough fodder to equip attorneys and other financial professionals with the knowledge needed to ask the right questions about the ongoing business valuation. Lastly, attendees will learn to identify the major reportwriting pitfalls.
Date: 2023-09-22 Start Time: 1:00 PM ET End Time: 2:05 PM ET
Learning Objectives