Real Stories of Valuing a Business When Partners or Spouses Split
Some of the most turbulent times in the life of a business person involve a dispute, either in their personal or professional life. And if that dispute is to resolved by a divorce (personal) or a partnership buy-out (professional), a business valuation engagement is an integral part of the solution.
Hear a description of 2 actual situations where a valuation was performed to assist in the resolution of disputes. The issues involved are not necessarily intuitive, and understanding them may assist in guiding you, should you ever be involved in cases similar to these.
About our speaker:
As the founder and Chief Executive Officer of BWA Valuations, Brian Walters brings a wealth of experience and education to every engagement in which the value of a business needs to be determined.
Mr. Walters has held several positions of increasing responsibility in a professional career that has spanned over 3 decades. In his role as the company’s primary valuation expert, Mr. Walters performs valuations in support of a variety of situations, including (but not limited to):
- Divorce/marital asset division: business interest valuation related to partner buyout/buy-in; estate planning/gifting considerations;
- Family Limited Partnership (FLP) interest valuation: “sanity check” valuations related to buying or selling business interests.
Mr. Walters can work in a collaborative fashion with both sides of a dispute, offering an unbiased opinion as to the value of the business interests as needed.
Alternatively, if the dispute regarding the value of a business needs to be settled in a courtroom, he has experience testifying as an expert witness in multiple court cases, providing clarity to the court and assisting with understanding the complicated but necessary process of performing a business valuation.
Agenda:
6:50am - Coffee & Networking
7:10am - Breakfast Buffet
7:25am - Introductions & Announcements
7:50am - Speaker Introduction
8:20am - Q&A
8:30am - Have a wonderful Wednesday!
Directions and Parking
Breakfast Fees & Policy
