Business Valuation Experts, Discovery & General Ledgers
Business valuation experts know they need general ledgers. But do family lawyers and judges even know what general ledgers are? Mason describes some of the challenges he has experienced. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. Experiences that can expedite and […]
Read More»Motions to Compel Discovery & General Ledgers in Divorces w/ Business Valuations
In divorces with business valuations, some family lawyers wait too long to begin or enforce the discovery process. In order to do their work, forensic accountants and business valuation experts need the documents. Duh. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. […]
Read More»Financial Expert Witness “Beauty Contests”
Sometimes a business valuation or forensic accounting engagement comes down to the experience, skill, likeability and reputation of the particular expert witness and not who is right or wrong. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. Experts can’t help if they […]
Read More»Spoon Feed Lawyers Expert Witness Disclosures
One might think experienced family lawyers understand the importance of expert witness disclosures when answering discovery. Not always. Be prepared to help every attorney you work with to answer discovery completely and properly. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. a. […]
Read More»Forensic Accountants Prove Financial Abuse
In divorce cases, forensic accountants can use their skills to help prove financial abuse. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. To learn more about financial abuse, visit Financial Abuse, Narcissists & Money: A Divorce Lawyer’s Perspective. Hidden Assets & Enhanced […]
Read More»Business Valuation Experts Should Write & Speak
Why business valuation experts should write and speak about technical aspects of their craft. Not just marketing. Although that is a good reason. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. Why Experts Must Learn the Legal Process Protect professional integrity Get […]
Read More»Subpoena Compliance is Hard: Business Valuation in Divorce
Why won’t family lawyers handling divorces issue subpoenas to businesses sooner and seek to enforce compliance well in advance of deadlines? https://youtu.be/QbMmS1UXVEI?si=SEv5n_SkZvclFMfJVideo can’t be loaded because JavaScript is disabled: Subpoena Compliance is Hard: Business Valuation in Divorce (https://youtu.be/QbMmS1UXVEI?si=SEv5n_SkZvclFMfJ) For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & […]
Read More»MUM Analysis: Allocating Goodwill Personal vs. Enterprise
Miles Mason, Sr. JD, CPA, joins Kurt Myers, Rob Vance, and Rhonda Sides to discuss the Multi-Attribute Utility Model (aka “MUM”) which is an analytical approach to allocating personal (or professional) goodwill and enterprise goodwill for privately held businesses. Robert Vance, Forensic & Valuation Services, defines MUM for the TSCPA valuation panel & walks them […]
Read More»Goodwill in Professional Practice Valuation
Miles Mason, Sr. JD, CPA, joins Kurt Myers, Rob Vance, and Rhonda Sides to discuss the Lunn Case, a sole proprietor whose dental practice did not receive goodwill in the court’s business valuation. How to argue against Tennessee case law, use business theory to your advantage, and operate a case from an outcome-oriented perspective. From […]
Read More»Business Valuation: Eberting, Goodwill & Reports
Miles Mason, Sr. JD, CPA, joins Kurt Myers, Rob Vance, and Rhonda Sides to discuss the Eberting Case, a sole proprietor whose dental practice received implied goodwill in the court’s business valuation. Topics an expert witness should focus on in a case, goals of a business valuation report, and tips for expert witnesses looking to […]
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