BUSINESS VALUATION ESSENTIALS FOR ATTORNEYS

BUSINESS VALUATION ESSENTIALS FOR ESTATE PLANNING ATTORNEYS

Presenters: Evan M. Levine, ChFC®, Nainesh Shah, CFA®

As an estate planning, tax, or business attorney, eventually you will have a client who needs a professional business valuation. In addition to establishing a business value for succession planning, attorneys also need business valuations for many other purposes.

Business valuations can resolve disputes related to estate and gift taxation, divorce litigation, and buy-sell agreements. Other business and legal purposes of valuations include shareholders deadlock, contested estates, and more. In this course, you will learn the basics of valuing companies, including intellectual property (IP). You will discover different methods of valuing a business and find planning opportunities.