Are you being pressured by attorneys and clients to prepare low cost estimates of value? How comfortable do you feel going into court having prepared a calculation when the other side may have prepared a full valuation? Will your client pay you if your estimate of value does not meet the sufficient, reliable, believable and “with reasonable certainty” tests? Jim Alerding will bring you up to date on the current thinking related to calculations and their place in your practice. Review the rules, standards, and real world scenarios so you’re prepared.
Program Agenda
Update on new thoughts regarding the use of calculations in various business valuation practice engagements
Review of the Federal Rules of Evidence 702
Four qualities for convincing testimony
When calculations may be used
When calculations should not be used
How the various BV organizations’ standards of value apply to calculations
The use of calculation engagements and calculation reports
The use opinions of a calculated value
Real life questions and answers related to the use of calculation and valuations in litigation
Learning Objectives
Recall the Federal Rules of Evidence 702 and the four qualities for convincing testimony
Summarize when calculations may be used and when they should not be used
Describe the various BV organizations’ standards of value apply to calculations
Describe the use of calculation engagements and calculation reports, including opinions of a calculated value
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