Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

VALUATION FIGHTS IN LITIGATION: BATTLE OF THE EXPERT


Bankruptcy Valuation Issues: Valuation in the Context of a Fraudulent Transfer or Preference Attack

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Bankruptcy trustees, debtors, liquidating trusts, and others often file claims against former shareholders/executives for alleged fraudulent transfers. A key issue relates to the value of the debtor’s assets at the time of the transfer relative to its liabilities and claims against its assets – in short, whether the debtor was solvent and/or adequately capitalized at the time of the transfer. There are several tests that financial analysts use to determine solvency and adequate capitalization of a business. This webinar describes those tests and helps attorneys understand how experts determine retrospective asset values and solvency. It will describe the methods used to determine the solvency of a business when issuing contemporaneous opinions and how they may differ when called upon to opine on the retrospective solvency of an entity that has filed for protection under the Bankruptcy Code.


Selecting the Right Valuation Expert for Litigation

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

A dispute regarding the value of a business or business interest, asset or liability can often lead to litigation.  When do you need a valuation expert?  An independent, third-party expert is not necessarily required during the negotiation process although it may be helpful.  But once you are headed to litigation, an expert will be required.  Are there credentials that are useful in identifying the appropriate expert? Are all credentialed experts the same or are there advantages to one over another?  The process of selecting the right expert begins with identifying the issues is dispute.  This webinar will help you by identifying and explaining key factors that you should consider in selecting an expert for your litigation circumstances.