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| The Lawyer’s Business Valuation Handbook 3rd ed. (American Bar Association, 2024) (2246Q) |
Course CPE: 1 hour
Field(s) of Study: Finance–1 hr
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25BV1117LBV
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: November 17, 2025
Presenter: Roger J. Grabowski
Program Description:
It is critical for valuation experts to understand that most business valuations are done in the context of legal issues. Mergers and acquisitions, marital dissolution, shareholder disputes, estate planning, succession planning, estate and gift tax, business litigation, bankruptcy and restructuring, and others are areas that have legal issues at their foundation and attorneys leading and managing the process. Most attorneys have much less of an understanding of business valuation and its dynamics than do the valuation experts.
Concepts that are second nature to valuation analysts are typically foreign to the attorneys: “standard of value”, “levels of “value”, differentiating between “value”, “price” and “proceeds”, establishing the levels of “risk” and “marketability”, and the impact of the economy and industry, are concepts that are familiar to valuation analysts, but elusive to many, if not most, legal practitioners.
Shannon Pratt’s The Lawyer’s Business Valuation Handbook 3rd ed., is a resource for attorneys to access at will to enable them to better understand the valuation expert’s work and work product, and facilitate more productive communication between attorney and valuation expert. This publication, edited by Roger J. Grabowski, FASA and Alina Niculita, ASA, ARM-BV, CFA, MBA, is a comprehensive guide for attorneys (and judges) to enable them to better understand the substance and basis of the valuation expert’s work. This book addresses the world of business valuation in a straightforward and understandable manner. It addresses the broad-brush concepts: the generally accepted approaches and methodologies, the process, the analysis, rules of thumb, the evidence and assumptions, the authoritative and non-authoritative sources, professional standards, credentials, and issues relating to legal proceedings.
This work is not only a resource for attorneys to gain an understanding of the many dynamics and challenges involved in business valuation, but also just as likely to be a catalyst for ongoing productive and enlightening interaction between the retaining attorney and the valuation expert.
This course will highlight important aspects of this handbook.
After completing this course, you will be able to:
- Recognize how the content of the book enables valuation experts to communicate more effectively with attorneys
- Determine the value of the book as a resource for attorneys
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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. |
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