25
Date: Tuesday, August 25, 2020
Time:
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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*Training Packs include: a complete recording and transcript with all presentation and reading materials delivered via an electronic download
Please note: CPE credit is not available through Training Packs
More information is available below

Featuring  (click image for bio)

Sean Saari
CPA/ABV, CVA, MBA
Skoda Minotti

About This Program

Preparing a valuation analysis can be difficult enough, let alone defending it against an opposing party questioning your every move. It is important for valuation experts to know how their valuations may be challenged by other experts and work to effectively address these issues pre-emptively. Presenters Sean Saari and Bob Ranallo discuss how to prepare yourself, and your valuation report, when you know your work will be subject to review and critique in a litigation or dispute setting.

Agenda

  • Overview
    • Types of litigation and dispute-related engagements
  • Valuation Scope / Deliverables
    • Single or multiple appraisers
    • Calculation of value vs. conclusion of value
    • Type of report
    • Development standards
    • Standards of value
    • Lost profits vs. lost business value
  • Process
    • Document requests
    • Management interview
    • TBD
  • Unique Considerations
    • Applicability of discounts in buyout by majority owner
    • Majority owner managing company to detriment of minority owners
  • Critiquing Opposing Valuations
    • List/summary of common errors encountered in valuations
  • Tips and Takeaways

Learning Objectives

  • Understand the applicability of professional standards in litigation or dispute-related valuation engagements
  • Implement best practices in preparing valuation reports that will withstand critique from opposing parties
  • Recognize issues in opposing experts’ valuation reports

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 Credit Hours (Accounting Technical)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.


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


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

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Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:

  • Recordings and transcripts of the presentation
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