Today’s clients demand that lawyers understand how to value a business – whether in relation to a merger or acquisition, shareholder dispute, or an estate or family law matter. The more a lawyer understands about business valuation, the better they’ll be able to use their financial understanding to their client’s advantage during negotiations or litigation.
This one hour session will help demystify business valuation for the average practitioner. In simple, easy-to-understand language, and using realistic examples, Joseph Novello, CPA, MBA will explore reasons to value a business, provide practical tips based on which party that they are representing, and demonstrate commonly accepted valuation methods. You’ll learn the pros and cons of each method, what to watch out for, and how to formulate meaningful inquiries.
He will also share several free and low-cost resources that lawyers can access for additional information. By the end of the program, a participant will have the knowledge and confidence needed to work with and communicate with financial advisors and represent their client’s interests effectively. Joe’s simple, proven approach to financial education has helped thousands of lawyers throughout North America better serve their clients – now let him help you.
One hour of CLE credit will be offered to the surrounding MCLE states.