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In 2006 BVR hosted expert appraiser Craig Jacobson in an in-depth review of fairness opinions. Since that presentation unprecedented changes have occurred through regulation, court case law, and – of course – the economy. In this presentation Jacobson rejoins BVR with attorney Jeffrey Rothschild to cover how these changes affect fairness opinions. From changes to the processes of determining value to operating in the current regulatory and market environment, Jacobson and Rothschild discuss how classic considerations and emerging trends affect you in this must-hear presentation.
Program Agenda
Fairness opinion basics
Why fairness opinions are of interest to valuation professionals
Difference between valuation and a fairness opinions
Opportunities and needs for fairness opinion
Who requests a fairness opinion
Valuation analyses as performed for a fairness opinion
The work product related to a fairness opinion
Legal/regulatory issues
Fairness opinion engagement letters
Fiduciary duty
Case law update
Regulatory environment update
FINRA Rule 5150
Entire fairness standard
Valuation considerations
Importance of the standard of value
Consideration of synergies
Consideration of lower asset prices
Consideration of volatile securities markets
Consideration of precedent transactions
Required rate of return
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