When the valuation becomes the foundation for strategy, negotiation, and courtroom credibility, many attorneys are forced to rely on conclusions without fully understanding the assumptions and judgment calls driving them.

This 90-minute program is designed to help attorneys better understand, challenge, and leverage business valuations in tax, family law, estate planning, and commercial litigation matters.

Speakers: 

Bharat Kanodia, ASA, CVA Managing Partner, WR Valuation	David Orth Managing Partner, Co-Founder, WR Valuation

 

We will explore:

• The key drivers of value in private companies, closely held businesses, and intellectual property
• Common assumptions that materially impact conclusions
• How discount rates, normalization adjustments, and projections influence 
• Areas where opposing experts may overreach
• Red flags that should prompt deeper investigation 

Attendees will leave with a practical framework for spotting risk, strengthening cross-examination, improving expert collaboration, and ensuring that valuation opinions are defensible under scrutiny.

Whether negotiating a marital dissolution, structuring an estate freeze, resolving a shareholder dispute, or defending a position before the IRS, understanding what truly drives value can materially affect the outcome.

This program has been approved for credit in the following jurisdiction(s):

State Bar Of California

Credit has been approved with the State Bar Of California for 1.50 General credits.

Via Zoom

Zoom link will be sent out via email with once you register.

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.