Events

Rather than focusing on valuation methodology, we’ll explore what the valuation process can reveal about the quality and durability of earnings, concentration, management depth, owner dependency, capacity, financial reporting, and other factors that affect risk and value.

Title: Building Value Before You Need It: What Family Businesses Can Learn from the Valuation Process Description: Most business owners think about valuation when a transaction, ownership transition, or other event requires a number. But the valuation process can provide something just as important: a clearer view of what is driving—or limiting—the company’s long-term value. […]

This webinar will explore two concepts that are sometimes used interchangeably but shouldn’t be. We’ll look at how the appropriate damages theory is developed and the financial analysis underlying each approach. Our prior economic damages programming has addressed the distinction between lost profits and lost business value; this session will take that discussion further into […]

Not every weakness deserves equal attention—and not every growth initiative creates value. We’ll talk about identifying the factors that are helping or hurting value and using those findings to determine which strategic priorities could make the greatest difference. Our prior programming has identified recurring revenue, market position, and owner independence as potential value drivers, while […]

We’ve seen how outdated agreements, incomplete triggering events, and ambiguous valuation language can create problems precisely when owners need clarity most. This program will look at buy-sell provisions through a practical lens: what happens when the agreement actually has to be used?

“What comes next” doesn’t necessarily mean selling the company. It could mean an acquisition opportunity, an ownership transition, management succession, an unexpected offer—or simply an owner deciding that the business needs to depend less heavily on them. One of the fundamental questions in valuation is whether a business is truly transferable or whether it is […]

We’ll take attorneys behind the scenes of the expert process—from defining the scope of the engagement and gathering the right information through expert reports, discovery, deposition, and trial. The goal is simple: help counsel understand how to work more effectively with financial experts and make better use of their expertise throughout a matter.