Date: Thursday, August 10, 2017
10:00am-12:05pm PT / 1:00pm-3:05pm ET
Format: A BVR Webinar

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Featuring  (click image for bio)

Craig A. Jacobson
Jeffrey Rothschild
Attorney at Law
Richard Peil

About This Program

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.


  • 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

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2.5 Credit Hours (Specialized Knowledge & Applications)

Business Valuation Resources is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor

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Subscribers to BVR's Training Passport and BVR's Training Passport Pro are automatically registered for this event. For more information contact BVR or login to your account.

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