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 EXPERTS 2019


The Basics: Working With an Expert

Premiere Date: 02/28/2019 1:00pm

The Basics: Working with an Expert

This webinar is for the litigator who has not worked with an expert before or who otherwise would like some review.  What’s the difference between a consulting expert and a testifying witness? How do you make sure your proposed expert will be accepted as an expert by the court? How do you protect your communications with your expert?  What is an expert report and what can you do to make sure it is excellent? How do you plan your direct exam of your expert?  How do you plan for redirect? This webinar addresses these topics.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.


Valuing Lost Profits for Litigation Purposes

Premiere Date: 03/28/2019 1:00pm

Valuing Lost Profits for Litigaiton Purposes

A competitor, contractor or other third party has taken actions that have damaged your client’s business in the form of lost profits.  How do you measure the lost profits? Must you demonstrate lost profits with certainty? Over what period do you measure the lost profits?  If your client has not recovered fully, can you include estimated future lost profits? These are all important questions in a lost profits case.  This webinar addresses those questions and summarize the different methods to measure lost profits, as well as some of the critical elements that must be considered in developing and presenting your damages theory in court.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.


When Do You Need One & Where Do You Get One?

Premiere Date: 01/31/2019 10:00am

A dispute regarding the value of a business or business interest, other 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. Once you head to litigation, an expert is all but 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 in dispute. This webinar will help you by identifying and explaining key factors that you should consider in selecting an expert for your litigation circumstances.