Business Valuation for Attorneys

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Program Description 

“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 business valuation and focus upon the concepts, approaches, methods and issues of particular interest to attorneys who rely upon valuation experts in their matters.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.

Instructors 

 

Michael G. Kaplan

Michael G. Kaplan

CPA/ABV/CFF CVA MAFF

Mr. Kaplan has more than 45 years of experience in the areas of forensic accounting, business valuation, and litigation consulting. He is a cofounder the Courtroom Boot Camp and Senior Advisor to Neumeister & Associates, LLP. Mr. Kaplan has rendered services in numerous litigation matters and has qualified to testify in court as an expert witness in approximately 250 matters… Read Full Bio.

 

 

Carlton R. Marcyan

Carlton R. Marcyan

JD CPA CFP CDFA

A certified public accountant and financial planner, as well as an attorney, Mr. Marcyan has in-depth experience in financial discovery, analysis, and litigation. Prior to joining Schiller DuCanto & Fleck LLP, he worked for one of the largest international accounting firms and the Internal Revenue Service as a researcherRead Full Bio.

 

 

How You Will Benefit 

Upon completion of the program, attendees will be able to

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Describe the three basic approaches to business valuation and the methods of valuing a business under each approach

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Identify the variables that enter into a business valuation

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Describe the strengths and weaknesses of each of the approaches to business valuation

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Identify the foundational evidence customarily considered relied upon in the formulation of a credible and defensible business valuation analysis

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Describe how different types of legal matters call for differing approaches to business valuation.

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Utilize the understanding of business valuation to facilitate better litigation strategy and to more effectively present and cross-examine the expert witnesses.

Dates & Registration Information

Registration Fee: $350

  • July 6, 2021 Tuesday, 1:00–5:00 p.m. ET
  • October 5, 2021 Tuesday, 1:00–5:00 p.m. ET
  • December 9, 2021 Thursday, 1:00–5:00 p.m. ET

Special pricing is available for multiple attendees from the same firm.
Please contact us for details.

Duration: 4 Hours

This program is approved for 3.5 hours of California Continuing Legal Education credit and qualifies for reciprocity in most states. Please contact us if you have any questions.

Although we currently provide our programs only as Virtual Workshops we anticipate that in person live programs will be introduced at the appropriate time in the future. Please check our website for updates.

Courtroom Boot Camp, LLC

Sharpen your skills

Phone Number

(818) 888-0066

Email

info@courtroombootcamp.com

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Covid-19 Announcement:

Due to the Covid-19 Pandemic we are we are presenting all of our 2021 programs as Virtual Boot Camps via the Zoom Platform. 

Feel free to call or email if you have any questions.

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