Valuation Experts Roundtable

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