Join us for a virtual CLE on Business Valuation
Highly technical and often difficult to understand, business valuations are a critical subject for lawyers in many areas, such as divorce, bankruptcy, corporate and tax law, and estate and financial planning.
Our team of business valuation experts will cover:
- Process: defining the engagement and gathering information
- Applying three valuation approaches: income, market, asset
- Considering discounts
- Allocating value
November 13, 2024 | 12 – 1 pm
This is a free virtual event hosted by Morones Analytics.
1 HR CLE credit.
Our business valuation team presenters:
Paul Heidt, CPA, ASA, ABV brings close to 25 years of specialized experience in financial analysis and research. He has performed 250+ business appraisals for litigation, gift and estate tax planning, marital dissolution, business transactions, reorganizations and succession planning.
503-906-1583 | [email protected]
Alina Niculita, ASA, CFA, ARM-BV, MBA is a valuation and testifying expert who has specialized in business appraisal and appraisal review for litigation cases and business transactions for two decades. She has appraised hundreds of companies in diverse industries and sizes up to several billion dollars in revenue and testified in support of her opinions.
503-906-1585 | [email protected]
Serena Morones, CPA, ASA, ABV, CFE is an independent damages and business valuation expert. Top commercial and IP litigators turn to her again and again to resolve high-stakes disputes through expert testimony or settlement.
503-906-1579 | [email protected]
Terry G. Whitehead, CPA, ASA, ABV brings 25+ years of experience providing business valuations, financial analysis, and lost profits damage analysis for businesses and individuals covering a broad range of industries.
210-725-8646 | [email protected]
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If you’re interested in our firm’s CLEs on business valuation, or other topics including expert testimony, financial resolutions of partnership disputes, forensic accounting, and lost profits, please see our CLE offerings and contact us.
