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Valuation Experts Roundtable

Thursday, March 27, 2025

04:00 PM - 06:30 PM

Plum Island Txpayers Association Hall

8 Plum Island Turnpike, Newburyport, MA, USA

Valuation Experts Roundtable  

Attend and learn from 4 Valuation Experts who discuss some of the most difficult issues in their field and their various approaches to resolving them. 

  • Personal Goodwill & Valuation, David Consigli

How to define personal goodwill; why it is important in the context of a divorce; how to determine the impact in a transaction; how to differentiate personal goodwill from key-person discount; and where personal goodwill is likely to be present.

  • Income Approach, Marc Bello

      How an income approach works, diving into the components and key characteristics that drive this method of valuation; how personal goodwill and double dip concepts intersect with an income approach; why valuation experts can come up with different valuation for the same company under an income approach. 

  • Double Dip, Pamela Oliver 

What is the concept of “double dip” and its meaning in the context of divorce, asset division and support; how to identify potential “double dip” situations; how to recognize key factors in determining whether a “double dip” has occurred; how to evaluate the financial impact focusing on fairness and equitable distribution 

  • Equity Based Compensation, Kimberley Train

How to use equity compensation as a vehicle to incentivize employees; what can be included as equity compensation; what are the attributes of the different forms of compensation; how to effectuate a fair and equitable division.

 

Our Experts

  • Marc Bello, Managing Director, Willamette Management Associates
  • David Consigli, Jr., CPA, ABV, CDFA, Partner, FAZ Forensics
  • Pamela Rae Oliver, CPA/ABV, CDFA, MAFF, Partner, Director of Business Valuation & Litigation Support, DiSanto Priest & Co.
  • Kimberley A. Train, CPA, ABV, Partner, PKF O’Connor Davies
  • Gary O. Todd, Todd & Weld, Moderator


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GNBA Member

$100.00

Nonmember

$150.00

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Greater Newburyport Bar Association