Business Valuation Fundamentals for the Legal Professional
Time: Three hours
Florida Bar Association: 3.5 General CLER credits including 2.5 Certification – Business Litigation Credits and 1.0 Ethics credit.
Recommended Attendees:
Attorneys practicing in family, estate, and corporate/business law.
Summary:
An overview of the basic concepts of business valuation.
Benefit:
Provides practicing attorneys the ability to better manage cases involving business valuation.
Business Valuation Fundamentals for Loan Officers
(Sponsor: Risk Management Association)Time: Three hours
Recommended Attendees:
Bank commercial loan officers.
Summary:
An overview of the basic concepts of business valuation and how to apply them.
Benefit:
Provides loan officers the ability to meet business appraisal requirements for both SBA and conventional loans related to the transfer of ownership of a business interest.
Business Valuation for Business Brokers
Time: Two hours
Recommended Attendees:
Business brokers and sales associates involved in providing intermediary services to the buyers and sellers of small businesses.
Summary:
Learn the fundamental concepts of business appraisal and how they apply to small, main street business; when and why to recommend that a client obtain a formal business valuation; and the intermediary’s role in the process.
Benefit:
Allows business brokers to add value to their client services and to improve thier professionalism with regard to business appraisal issues.
Value Drivers: Using The Components of Value to Increase the Worth of Your Business.
Time: 20 minutes
Recommended Attendees:
Owners, shareholders and operators of small and mid-sized businesses in any industry.
Summary:
Defines value and its primary components; defines risk and explains its relationship to value; identifies the components of the value of a business in the eyes of an appraiser and a prospective buyer.
Benefit:
Provides a basic understanding of the operations of a business that affect its value and instructs attendees in using these components to increase the worth of their companies.
Management by the Numbers: Using Financial Statements to Manage Business Performance
Time: Two hour mini-seminar
Recommended Attendees:
Owners, shareholders and operators of small and mid-sized businesses in any industry.
Summary:
Includes a review of the fundamentals of basic financial statements; explains the development and use of various business metrics and ratio analysis; discusses how to use these metrics to achieve improved financial performance.
Benefit:
Provides the attendees with the tools to better manage the financial performance of their businesses by utilizing the information provided in their financial statements.
Personal Goodwill and Non-Compete Covenants in Equitable Distribution Cases
Time: Two hours
Recommended Attendees:
Attorneys practicing in family law.
Summary:
An overview of the concepts of personal and enterprise goodwill and non-compete agreements in the context of marital dissolution.
Benefit:
Provides practicing attorneys the ability to better manage cases involving business valuation.
I had terrific feedback from the attendees at the seminar—great speaker, very knowledgeable, made the topic easy to understand. Thank you for taking the time to present this topic to the members of the Volusia County Bar Association.- Kathie Selover, Executive Director, Volusia County Bar Association, Daytona Beach, Florida.
Thank you for your outstanding presentation to my TEC [The Executive Committee] group last week. The feedback from each CEO was very positive. This group hears five or six speakers a year and they gave you a very high rating. They are very demanding about speaker quality and these ratings put you in the top category!
- George W. Robbins, Chairman TEC Group 2081, Jacksonville, Florida.
Thanks so much for taking time to talk to our TAB [The Alternative Board] today. I think the Board got valuable insight regarding business valuation. Your presentation was specifically helpful to several members who, I know, are developing specific needs for a valuation…
- Charlie Schaefer, The Alternative Board, Jacksonville, Florida
I wanted to drop you a line to thank you on behalf of the FBBA board of directors for presenting your business valuation seminars at the Florida Business Brokers Association annual convention. It was evident that you had prepared the presentations specifically for our members and I have received numerous comments from attendees who found your speaking style to be engaging and your content to be ‘on point.’
I also wanted to inform you that your two seminars were among the highest rated and highest attended for the entire conference. As you know, we had to bring in additional chairs for your second day presentation.- William B. Pipes, President, Breckenridge Pipes & Company and Member, State Board of Directors, FBBA.
Thank you for the time you took preparing and presenting about Financial Statements at the Small Business Center last Thursday night. I really want you to know that you are the first accounting-type that I’ve encountered in 20 years [who] has brought across the “elegance” of financial management…this is going to sound weird, but your insights make accounting ‘exciting’…I mean that ‘sincerely.
- Sandra L. Brooks, President, INCOMM International, Inc.
You were one of the few presenters that I enjoyed. Your materials were clear, crisp and to the point.
- Jerry Erickson, RE/MAX Realty Group, Realtor-Broker Association.
It was an absolute pleasure to work with you. The seminar was insightful and full of great information. Even though I am not an attorney, I came away from the experience with an understanding of business valuation and would recommend anyone needing an appraisal to contact you.
- Kendra Rhodin, Executive Director, Jacksonville Bar Association, Jacksonville, Florida.