Purchase the Training Pack ($199.00)
to get the recording, transcript, and presentation materials for this webinar in a single download. Please allow up to 30 days after the webinar for the Training Pack to be available.
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
BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many
times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.
Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:
Recordings and transcripts of the presentation
All presentation visual aids and handouts
All ancillary reading materials suggested by our presenters
If you are ordering a Training Pack after the four week window, the download link will be sent to you immediately via email. Please
check your spam folder and add customerservice@bvresources.com to your “safe list”
to ensure you receive your Training Pack.
Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
