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Overview
Know Your Experts and the Way They Think
Working with valuation specialists is an essential aspect of any business-related practice area. Don't let the valuation process remain a black box! This engaging course combines the legal and financial perspectives to give you a "behind-the-books" look at how the value of a business is determined. Understand the factors that can skew the final value, the strengths and weaknesses in the reports, and how you can control the variables. Learn to speak with valuation experts in their language - register today!
- Explore primary tools and methods of business valuation.
- Find out what valuation experts need to do their job.
- Work through sample calculations and get clarification from both attorney and valuator perspectives.
Abbreviated Agenda
- Main Valuation Methods and Standards of Value (by Varied Goals and Contexts)
- Understanding Levels of Value, Discounts, and Premiums
- Appraiser vs. Attorney Roles in Business Valuations
- Gathering Information: Reading Key Documents and Conducting Interviews
- Future and Present Value Calculations (With Examples)
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 09-12-2027 |
| Alabama CLE |
|
3 Total | 12-31-2025 |
| Arkansas CLE |
|
3 Total | 06-30-2026 |
| Arizona CLE |
|
3 Total | 09-12-2027 |
| California CLE |
|
3 Total | 09-12-2027 |
| Colorado CLE |
|
4 Total | 12-31-2027 |
| Connecticut CLE |
|
3 Total | 09-12-2027 |
| Delaware CLE |
|
3 Total | 09-12-2027 |
| Florida CLE |
|
3.5 Total | 03-31-2027 |
| Georgia CLE |
|
3 Total | 12-31-2025 |
| Hawaii CLE |
|
3 Total | 09-12-2027 |
| Iowa CLE |
|
3 Total | 09-12-2026 |
| Idaho CLE |
|
3 Total | 09-12-2030 |
| Illinois CLE |
|
3 Total | 09-11-2027 |
| Indiana CLE |
|
3 Total | 09-12-2026 |
| Kansas CLE |
|
3.5 Total | 09-11-2026 |
| Kentucky CLE |
|
3 Total | 06-30-2026 |
| Louisiana CLE |
|
3 Total | 09-12-2026 |
| Maine CLE |
|
3 Total | 09-11-2027 |
| Minnesota CLE |
|
3 Total | 09-12-2027 |
| Missouri CLE |
|
3.6 Total | 09-12-2027 |
| Northern Mariana Islands CLE |
|
3 Total | 09-12-2027 |
| Mississippi CLE |
|
3 Total | 07-31-2026 |
| Montana CLE |
|
3 Total | 09-12-2028 |
| North Carolina CLE |
|
3 Total | 02-28-2026 |
| North Dakota CLE |
|
3 Total | 09-12-2028 |
| Nebraska CLE |
|
3 Total | 09-12-2027 |
| New Hampshire CLE |
|
3 Total | 09-12-2028 |
| New Jersey CLE |
|
3.6 Total | 05-30-2026 |
| New Mexico CLE |
|
3 Total | 09-12-2027 |
| Nevada CLE |
|
3 Total | 09-12-2028 |
| New York CLE |
|
3.5 Total | 09-12-2028 |
| Ohio CLE |
|
3 Total | 12-31-2025 |
| Oklahoma CLE |
|
3.5 Total | 09-12-2027 |
| Oregon CLE |
|
3 Total | 09-12-2028 |
| Pennsylvania CLE |
|
3 Total | 09-12-2027 |
| Rhode Island CLE |
|
3.5 Total | 06-30-2026 |
| South Carolina CLE |
|
3 Total | 12-31-2025 |
| Tennessee CLE |
|
3 Total | 09-11-2027 |
| Texas CLE |
|
3 Total | 08-31-2026 |
| Utah CLE |
|
3 Total | 12-31-2025 |
| Virginia CLE |
|
3 Total | 10-31-2026 |
| Vermont CLE |
|
3 Total | 09-12-2027 |
| Washington CLE |
|
3 Total | 09-11-2030 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2026 |
| West Virginia CLE |
|
3.6 Total | 09-12-2027 |
| Wyoming CLE |
|
3 Total |
Select Jurisdiction
CLE
Agenda
-
Main Valuation Methods and Standards of Value (by Varied Goals and Contexts)
-
Understanding Levels of Value, Discounts, and Premiums
-
Appraiser vs. Attorney Roles in Business Valuations
-
Gathering Information: Reading Key Documents and Conducting Interviews
-
Future and Present Value Calculations (With Examples)
Who Should Attend
This program is designed for attorneys. Accountants, CFOs, business owners, and paralegals may also benefit.
Speakers
Speaker bio
Alexander I. Passo
is an attorney with Latimer LeVay Fyock LLC. He concentrates his practice in complex commercial litigation, including representing clients in matters involving internal business disputes, breach of contract, fraud, emergency business litigation, unfair competition, and professional negligence actions. Mr. Passo has successfully resolved numerous disputes, including pre-litigation, settlement of litigation, arbitration and mediation as well as through verdicts as lead counsel at trial. He earned his B.A. degree from Purdue University and his J.D. degree, magna cum laude, from lIT Chicago-Kent College of Law.
Speaker bio
Courtney Sparks White
J.D., LL.M., ASA, CVA, MAFF is a partner with Blue Sky Business Valuation, LLC. She works with business owners, attorneys, and advisors on transactional valuation matters and other complex financial issues that arise in family law matters. Ms. Sparks White is an Accredited Senior Appraiser (American Society of Appraisers), and a Certified Valuation Analyst and Master Analyst in Financial Forensics (both through the National Association of Certified Valuators and Analysts). She earned her B.A. degree in mathematics from Vanderbilt University and both her J.D. and LL.M. (tax) degrees from Capital University Law School.
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