| Calculation and Conclusion of Value and Other Roles Valuators Play
Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Update
Prerequisites: Participants need a background in the subject area and a desire to keep current.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting; Administrative Practice
Shipping Weight: 0lbs. 0oz.
Calculations of Value can be powerful tools in your valuation arsenal. This discussion will help you identify proper ways to set up and execute calculation engagements. We will discuss various deliverables pertaining to calculation engagements. Learn to develop strategies to protect your analysis and identify pitfalls and traps that accompany these engagements. You will also learn how to transform Calculations of Value into Conclusions of Value. We will discuss various roles valuators can play to enhance their practice and correlate these roles to specific types of engagements.
After completing this webinar, attendees will be able to:
- Differentiate between a Calculation of Value and a Conclusion of Value
- Articulate the power of a Calculation of Value
- Understand how to protect yourself when preparing a Calculation of Value
- Identify various products valuators can offer to their clients
Who Should Attend
Any practitioner who desires to stay on the leading edge of business valuation
Courtney Sparks White, JD, LL.M, ASA, CVA
Ms. Courtney Sparks White is the Director of Business Valuation and Forensic Accounting at Clarus Partners, LLC, an accounting and business advisory firm in Columbus, Ohio. She concentrates her time in business valuation, forensic accounting, economic damages, and litigation advisory services. She has testified in court about business valuations, economic damages, and other financial matters.
Her business valuation experience of over 11 years encompasses a wide range of industries. Courtney has completed or contributed to over 400 valuation engagements for numerous purposes including estate and gift taxation, ESOPs, marital dissolutions, buy-sell agreements, mergers & acquisitions, Subchapter C to Subchapter S conversions, and other tax, corporate, and litigation related matters. Courtney has experience valuing businesses and business interests in many industries including, but not limited to, automotive, construction, food service, distribution, financial services, manufacturing, healthcare, insurance, retail, and transportation.
Her forensic accounting and litigation advisory experience includes providing expert and consulting services regarding shareholder disputes, contract disputes, business interruption claims (damages and lost profits), wrongful termination, and financial aspects of family law matters (determination of income, identification of assets, separate property tracing, etc.). Prior to joining Clarus, Courtney was a senior analyst at a boutique valuation and litigation support firm in Central Ohio. Courtney started her career as a financial analyst at GBQ Partners in Columbus, Ohio.
She received her J.D. and LL.M. in Taxation from Capital University Law School. During law school, Courtney was a member of the law review as a staff member (2007 to 2008) and as an executive board member (2008 to 2009). She received a Bachelor of Arts in Mathematics from Vanderbilt University with a Minor in Financial Economics.
Ms. White is an Accredited Senior Appraiser with the American Society of Appraisers, a Certified Valuation Analyst® (CVA®) with the National Association of Certified Valuators and Analysts™ (NACVA®), a member of the Ohio State Bar Association and the Columbus Bar Association. She also maintains active registration status with The Supreme Court of Ohio through compliance with continuing legal education requirements.
She is also a board member (2011 to present) of CASA (Court Appointed Special Advocates) of Franklin County, a member (2012 to present) and chair (2012 to 2013) of the Valuation Credentialing Board of NACVA, and a member (2012 to present) of the Ohio Dominican University Accounting Board of Advisors.