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Get more than your fair share in this double header event. Part one brings you a three expert line up who are well practiced in the art of fairness opinions. Valuation experts Craig Jacobson and Richard Peil are joined by attorney Jeffrey Rothschild. This all-star trio fully covers what you need to know about fairness opinions. Whether you are a rookie wanting to learn the steps for performing a fairness opinion, or a seasoned professional looking to get advanced insight on the legal requirements, this event will help you up your game with the best practices for your practice.
In part two, BVR debuts a brand new resource, the Fairness Opinion Research Service. Learn how this powerful new tool delivers insight into fairness opinions in a way that has never been done before. Slice, sort, and analyze metrics from actual fairness opinions. Research your opposition, benchmark fees, and get a complete view of the fairness opinion field. The Fairness Opinion Research Service is a game changer. Be ready.
Program Agenda
Fairness opinion basics
What is a fairness opinion?
What is a fairness opinion not?
The audience for a FO
Situations that benefit from a FO
The FO process
Legal & regulatory issues
Fiduciary duty
Entire fairness
Engagement letters
Board presentations
FO structure
Disclosure issues
Liability concerns
Valuation considerations
Valuations performed for a FO
Common FO analyses
Other financial advisor considerations
Normalization adjustments
Valuation approaches and methods
Discount rates
Valuation premiums & discounts
Valuation synthesis and conclusion
Introduction to Fairness Opinion Research Service by BVR- bonus segment
Original challenge
Data covered
Screening, display and export
Learning Objectives
Learn about what a fairness opinion is and isn’t
Understand the legal environment for fairness opinions
Understand how to structure and run a FO engagement
Understand valuation analyses performed for a FO
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