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Business Valuation in Litigation

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA

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The Dynamics of Business Valuation in the Context Litigation

Business valuation professionals often find themselves drawn into disputes over the value of business interests. Minority and oppressed shareholder disputes, damage to business value, eminent domain, and failed business combinations are some of these situations calling for the expertise of the seasoned business valuation analyst. This specialized training focuses on the dynamics of business valuation conclusions and calculations in the context of litigation, controlling professional standards, notable case law, differing approaches to reporting in litigation, traditional and situation-specific standards of value, and other key issues impacting business valuation in litigation.

Attendees will gain an understanding of the legal environment in which valuation experts practice and the practical application of business valuation in various types of legal disputes. Professional standards and developmental and reporting standards as they apply under court rules and procedures are discussed. The training also focuses on the importance of site visits, tips and techniques to employ when reviewing the opposing expert's report, why a critique of the opposing expert may not be enough, and what to do when the opposing expert is bound by different standards. Discussion also addresses how to assist counsel with document requests and how to resolve issues dealing with a counselor who does not understand business valuation.

How You Will Benefit
After completing this course, attendees will be able to:

  • Identify standards of value and approaches peculiar to shareholder disputes and other related litigation-based valuations
  • Apply legal concepts relating to business valuation to one's professional engagement
  • Apply professional standards in the litigation environment
  • Write an effective valuation report applicable to litigation engagements
  • Identify the weaknesses of valuation reports in the litigation environment 

What You Will Cover
Part 1: Business Valuation Reporting and Challenges in the Litigation Environment
Part 2: Standards and Premises of Value in Dissenting Shareholder, Bankruptcy, and Divorce Litigation
Part 3: Reviewing and Challenging the Opposing Expert's Report: Developing Effective Cross-Examination Strategies
Part 4: Opposing Experts Without Standards: What to Expect and How to Challenge Them
Part 5: Tax Issues in Litigation-Based Valuations

Who Should Attend

CPAs, valuation experts, economists, and other financial professionals who render services designed to assist in the resolution of legal disputes involving financial matters.

 CPE On-Demand Course  
15 Hrs
Price: $560/$504 Members Purchase the On-Demand Course here.