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Business Valuation Law

Case law news from the experts in business valuation

Family lawyers converge on BVR’s Summit on Divorce and Valuation in September

Written by David on July 9, 2010 - 0 Comments
Categories: development and CLE, expert testimony, forensics, goodwill, marital dissolution (divorce)

The latest agenda for the BVR/Morningstar Summit on Divorce and Valuation is as follows–matrimonial lawyers can register now here (and receive CLE credits). Monday, September 13, 2010 8:00 a.m. – 8:30 a.m. Continental Breakfast 8:30 a.m. – 10:00 a.m. Divorce Testimony: Judges, Lawyers and Appraisers on the State of the Art Featuring:   Jay Fishman (Financial Research Associates), William Morrison (Morrison [...]

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Y/S Advisory Services discuss the state of the business valuation market

Written by Meg on July 2, 2010 - 0 Comments
Categories: development and CLE, miscellaneous, valuation experts, valuation trends

BVR’s Blake Lyman recently sat down to discuss the state of the business valuation industry with Kevin Yeanoplos and Ron Seigneur.  With over two decades of experience each, Yeanoplos and Seigneur recently joined forces to form Y/S Advisory Services, a premier consulting service designed to help professionals in the business valuation space develop and grow [...]

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Challenges to fairness opinions discussed at CLE webinar

Written by David on June 29, 2010 - 0 Comments
Categories: development and CLE, securities

On Thursday, July 15 valuation expert Craig Jacobson (Citrin Cooperman & Company) and attorney Jeffery Rothschild (McDermott Will & Emory) will join BVR for “Fairness Opinions: Judging Transactions in Today’s Economy.”  Through their 100-minute webinar, Jacobson and Rothschild will review how changes in regulation, case law, and the economy have changed the landscape for fairness [...]

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You help your clients…but who helps you?

Written by Meg on June 24, 2010 - 0 Comments
Categories: development and CLE, Training, valuation experts

BVLaw™ is pleased to announce our association with Y&S Advisory Services.  With over two decades of experience each, Kevin Yeanoplos and Ron Seigneur recently joined forces to form Y&S Advisory Services.  The firm offers on-demand guidance for when you’re uncertain about the best approach to take with a specific business valuation impeachment or defense.  They’re [...]

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Is the fair value standard dead in divorce?

Written by David on June 22, 2010 - 0 Comments
Categories: case law analysis, development and CLE, marital dissolution (divorce), valuation trends

Reports of the death of statutory fair value in marital dissolution cases may be premature, but in a recent BVWire™, we noted the latest decision from Colorado, In re Marriage of Thornhill, to decline to adopt the standard. Not only do state family courts still retain their broad discretion to value a business according to [...]

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CLE opportunities in IP, family, and estate & gifts law for the fall

Written by David on June 15, 2010 - 0 Comments
Categories: development and CLE

BVR/Morningstar 3rd Annual Summit on Business Valuation in Divorce – Chicago, September 13-14. This year’s summit, co-chaired by Jay Fishman (Financial Research Associates) and William Morrison (Morrison & Company), is co-presented with Morningstar at its global headquarters and will feature topics such as divorce testimony, e-discovery, the use of databases, and active vs. passive goodwill. [...]

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Value of tiered minority ownership interests causes Tax Court battles

Written by David on May 19, 2010 - 0 Comments
Categories: development and CLE, discount for lack of marketability, discount for minority interest, dissenting shareholder, estate and gift tax, federal taxation

Discounts for lack of marketability and adjustments for minority interests are tough enough, but when the when limited partnership structures get complicated, with multiple ownership “tiers,” these adjustments can take on a life of their own. On May 27, William Frazier (Howard Frazier Barker Elliot) and John Porter (Baker Botts) will address these valuation challenges in “Valuing [...]

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Laro to Address BV Trends in the Wake of the Great Recession

Written by Meg on May 13, 2010 - 0 Comments
Categories: development and CLE, valuation trends

This just in:  Judge David Laro (of the U.S. Tax Court) has joined the speaker line-up at the 24th Annual Valuation Roundtable of San Francisco, slated for Friday, May 21 in Berkeley, California.   Laro will address the topic:  “Practicing Business Valuation in the Wake of the Great Recession“  and will be joined by Steven Wood [...]

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Visit BVR May 6-7 at the 2010 AICPA / AAML National Conference on Divorce

Written by Meg on April 21, 2010 - 0 Comments
Categories: development and CLE, marital dissolution (divorce), miscellaneous

The National Conference on Divorce, sponsored by the AICPA and the AAML (American Academy of Matrimonial Lawyers) provides tax, valuation, litigation and practice management skills in the field of divorce services. All sessions are at The Bellagio Hotel and many feature two expert speakers – one CPA and one Attorney – ensuring you get the [...]

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