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

Earn 2.5 CPE credits
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Featuring  (click image for more information)

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 provide a $50 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).

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Get unlimited access to BVR's webinars all year long with the Training Passport™. This easy training solution provides 12 months of unparalleled access to BVR's webinars, past and future: hear from the top minds in the profession, develop your professional abilities, and earn CPE credits with ease and convenience.

Training Passport™ subscribers receive:

  • Automatic registration to all qualified webinars and training events on BVR's training calendar (up to 25 per year). For each event BVR will send you dial-in instructions automatically. All you have to do is show up.
  • Monthly emails highlighting what's ahead on our training calendar so you can better plan your professional development.
  • Access to the Desktop Learning Center™, our multimedia library of all past BVR webinars and live events. This comprehensive database includes over 100 titles dating back to 2002 from some of the best minds in the profession.

For more information on the Training Passport™ or group discounts to single events for 5 or more people, contact BVR at sales@bvresources.com

CPE Credits for Unlimited Listeners

Have as many eyes and ears take advantage of your registered connection as possible: CE credit is available for an unlimited number of listeners to any registered line. To add listeners for CE credit, please complete the Additional Listener form included on your webinar dial-in instruction email. We'll send dial-in instructions one to two days before our program, and will provide information directly to those listeners you identify approximately one hour before our program.

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

All BVR training events are eligible for continuing education credits from the Exit Planning Institute's Certified Exit Planning Advisor (CEPA) program. Credits are based on a 50-minute hour. Final acceptance is at the discretion of the Exit Planning Institute.


Training Packs: Conference Recordings & Transcripts
Now delivered as an electronic download.

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

For a complete list of available Training Packs from past webinars, click here.

Subscriber Information

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.

Registration for this program is not available.
Purchase a Training Pack from this event*

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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.