Archive 2024-192: Business Valuation Litigation Reports – How and Where They Will Come After You

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

With our simple flat pricing plan, your entire office (up to 20 people) can join us for this 100-minute presentation, earn two hours of CPE credit and receive an archive recording for $239. Contact jkern@valuationproducts.com if your firm will have more than 20 attendees. 

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Program Level: Intermediate
Delivery Method: Group/Internet based
Prerequisites: Basic understanding of business valuation concepts
CPE Credits: Two 50-minute CPE hours / Field of Study: Specialized Knowledge
For more information on CPE credits, refund policies, and complaint resolution visit our CPE page at www.valuationproducts.com/cpe.html.

Note to our loyal repeat customers:  We are partnering with the Virginia Society of CPAs to update and streamline our webinar process.  As a result, the instructions for registering and accessing the webinar have changed. Please download and read these instructions carefully.