Description
Archive 2024-192: Business Valuation Litigation Reports – How and Where They Will Come After You
**Webinar 192: Live Broadcast Date: August 6, 2024, 1:00-3:00 pm EDT**
Speakers: Jim Hitchner, CPA/ABV/CFF and Harold G. Martin, Jr., CPA/ABV/CFF, ASA, CFE
Webinar Outline:
- Sample language and examples to put in your detailed litigation reports
- Front summary language including: terms, definitions, disclaimers, caveats, scope of work, list of documents relied upon, procedures performed, restrictions or limitations, distribution, and level of reliance
- Adherence to BV reporting standards (AICPA, ASA, NACVA, and USPAP)
- Addendums, assumptions and limiting conditions, and valuation representation/certifications
- Sample language and examples to NOT put in your reports
- The best way to organize your report
- Citing references for definitions, concepts, and applications
- The use and abuse in relying upon canned economic and industry data
- Reliance on RMA and other types of benchmark data
- Quantitative and qualitative weightings of values
- Length of reports
- Mock testimonies
Learning Objectives:
The participant will learn:
- How attorneys will attack your report – mock testimonies
- About language that will limit an attorney’s ability to twist things around, including you – mock testimonies
- The use of protective and risk management language – CYA vs. litigation fodder
- How to properly use addendums, appraisal representations/certifications, assumptions and limited conditions
- Bad words, sentences, and paragraphs that are inappropriately included in reports – mock testimony
Handouts:
- VPS webinar PowerPoint slides
- Sample detailed report
- Following the webinar, attendees will have access to a video recording of the program
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