Co-Sponsored by the Consultants' Training Institute® and the National Association of Certified Valuators and Analysts®
|How You Will Benefit||Schedule|
|Who Should Attend||Pricing and CLE|
“If a party’s lawyer cannot understand the testimony of the party’s own expert, the testimony should be withheld from the jury. Evidence unintelligible to the trier or triers of fact has no place in a trial.”(ATA Airlines v. Federal Express)
Attorneys who practice in the areas of business litigation, family law, employment law, intellectual property law, and other areas involving financial issues typically retain CPA’s, valuation experts, and economists to present expert testimony relating to the financial issues. Attorneys who have an understanding of the expert’s work are much better positioned to use the expert’s analysis most effectively throughout the proceeding, craft direct examination that will present the expert to be most credible and persuasive, and to be prepared to strategically cross-examine the opposing expert.
In this half-day workshop, we explore the world of financial experts—in particular, business valuation experts. We focus upon the fundamental areas of business valuation, addressing the generally accepted approaches, case law, evidentiary foundation, strengths, weaknesses, and risks. We will also identify key questions for attorneys to ask their own financial experts to facilitate a sufficient understanding of the expert’s analysis and opinions, and an informed perspective of each side’s strengths and weaknesses on the financial issues in the case. The program is interactive and is led by our seasoned faculty that includes CPAs, and trial attorneys with extensive experience in the courtroom presentation of financial evidence and financial experts.
After completing this workshop, attendees will be able to:
- Describe the three basic approaches to business valuation and the methods of valuing a business under each approach
- Identify the variables that enter into a business valuation
- Describe the strengths and weaknesses of each of the approaches to business valuation
- Identify the foundational evidence customarily considered relied upon in the formulation of a credible and defensible business valuation analysis
- Describe how different types of legal matters call for differing approaches to business valuation.
- Utilize the understanding of business valuation to facilitate better litigation strategy and to more effectively present and cross-examine the expert witnesses.
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Trial lawyers, litigation attorneys, and attorneys practicing in the areas of business, personal, or other litigation involving financial issues.
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|One-Day Virtual Course Schedule||
Early Registration Discounts
|December 9, 2021||
1:00–5:00 p.m. ET
Half-Day Virtual Course Individual Registration
|Contact Member/Client Services at (800) 677-2009 for multiple attendee registration.|
|2 to 5 Attendees||$180 (Per Person)|
|6 to 10 Attendees||$135 (Per Person)|
|11 to 15 Attendees||$110 (Per Person)|
|16 to 20 Attendees||$100 (Per Person)|
|21 to 30 Attendees||$85 (Per Person)|
|31+ Attendees||$80 (Per Person)|
This program has been approved for 3.5 hours of California CLE credit, and qualifies for reciprocity in most states. (Credit hours may not be claimed for legal ethics, elimination of bias, or competence issues). Please contact us if you have any questions and your state bar for reciprocity information.