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Davis Martindale University
Business Valuation & Litigation

Tailored

Insights

We feel privileged to have the opportunity to offer experienced insights, hands-on guidance and tailored programs to legal teams and other professionals as part of Davis Martindale University.

Our programs cover a number of areas within family law and corporate commercial litigation with the hopes of enabling members of the legal community to develop their skills and understanding through our seminars. Here you will find a list of our seminars for both our family law and corporate commercial litigation presentations. Because of Covid-19 restrictions, we are currently running all seminars virtually.

Areas of Expertise

Family Law

We offer lunch and learn style seminars that cover topics related to business valuation, income for support, contingent taxes, and much more related to family law. We can tailor the content and direction of our seminars to meet your team’s unique needs.

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Business Valuation 101

This seminar examines business valuations as they relate to family law, and the intersection with financial accounting. We also discuss the valuation methodology for asset-based valuations. Specific topics include:

  • Financial statement assurance
  • Balance sheets, income statements, and retained earnings
  • Valuation reports and valuation dates
  • Asset-based valuation approaches

Business Valuation 201

This seminar builds on what you learned in Business Valuation 101 and delves deeper in to the components of value. We also discuss the valuation methodology for earnings-based valuations. Specific topics include:

  • Earnings-based valuation approaches
  • The three main components of value
  • Common normalizing adjustments
  • Multiples and discount rates
  • Shareholders’ agreements

Contingent Income Taxes

Taxes play an important role in our daily life, and even more so when it comes to matters of family law. In this seminar we explore contingent income taxes and their role in family law. Specific topics include:

  • Understanding contingent income taxes
  • Sale of a corporation’s assets
  • Sale of a corporation’s shares
  • Discounting of contingent income taxes

COVID-19 and the Impact on Business Valuation and Income for Support

This seminar walks through the impact of COVID-19 on income available for support and business valuations in a family law context.  Specific topics include:

  • The use of hindsight information
  • Business forecasting
  • Valuation report disclosures
  • Income available for support impacts
  • Serra v. Serra

Executive Compensation Valuation

This seminar examines the basic types of executive compensation, with a focus on long-term incentive plans and how they relate to family law valuation and income for support reports. Specific topics include:

  • Restricted stock units (RSUs)
  • Performance stock units (PSUs)
  • Employee stock options
  • Key income for support considerations
  • Key valuation considerations

Family Trusts and Business Valuation

This seminar examines the concept of a family trust, and the role a Chartered Business Valuator plays in determining the value of a beneficiary’s interest in a trust. Specific topics include:

  • Trust overview
  • Valuation of a discretionary trust
  • Relevant case law

Financial Statements for Lawyers

This half-day seminar explores the world of accounting and its relation to family law, focusing on the different types of assurance engagements, the preparation of financial statements, and the importance of financial ratios when understanding your clients’ financial statements. Specific topics include:

  • Assurance and the three levels of financial statements
  • Balance sheets, income statements, and cash flow statements
  • Key notes and other disclosures within the financial statements
  • Use and application of financial ratios
  • Reasons for financial statement fluctuations

Income for Support 101

This seminar examines the complexities that arise when computing income available for support.  We discuss the Federal Child Support Guidelines and the impact on determining income available for support. Specific topics include:

  • Schedule III adjustments (adjustments to income)
  • Section 18 adjustments (adjustment to corporate pre-tax income)
  • Analysis of corporate working capital

Income for Support 201

This seminar builds on what you learned in Income for Support 101 and delves deeper into Section 18 and Section 19 adjustments of the Federal Child Support Guidelines. Specific topics include:

  • Related party wages
  • Shareholder loans and the funding of corporate losses
  • Capital expenditures
  • Bank covenants
  • Section 19 adjustments (imputed income)

Unreported Income

This seminar examines unreported income and its impact on income for support and business valuation engagements.  We discuss how unreported income is determined and common instances where it is often found. Specific topics include:

  • Motivations for unreported income
  • Common instances of unreported income
  • Lifestyle analysis, geographic research, industry research
  • Forensic tracing of funds and imputed wages
  • Impact on business valuation and income for support

Valuation Case Study

Content currently in development – check back soon for more details.

Corporate Commercial Litigation

We offer lunch and learn style seminars that cover business valuation, loss quantifications, and much more related to corporate commercial litigation.  We can tailor the content and direction of our seminars to meet your team’s unique needs.

Reach Out To Us

Business Valuation 101

This seminar examines business valuations as they relate to corporate commercial litigation, and the intersection with financial accounting. We also discuss the valuation methodology for asset-based valuations. Specific topics include:

  • Financial statement assurance
  • Balance sheets, income statements, and retained earnings
  • Valuation reports and valuation dates
  • Asset-based valuation approaches

Business Valuation 201

This seminar builds on what you learned in Business Valuation 101 and delves deeper in to the components of value. We also discuss the valuation methodology for earnings-based valuations. Specific topics include:

  • Earnings-based valuation approaches
  • The three main components of value
  • Common normalizing adjustments
  • Multiples and discount rates
  • Shareholders’ agreements

COVID-19 and the Impact on Business Valuation

This seminar walks through the impact of COVID-19 on business valuations in a corporate commercial litigation context.  Specific topics include:

  • The use of hindsight information
  • Business forecasting
  • Valuation report disclosures

Family Trust Impact on Business Valuation

This seminar examines the concept of a family trust, and the role a Chartered Business Valuator plays in determining the value of a beneficiary’s interest in a trust. Specific topics include:

  • Trust overview
  • Valuation of a discretionary trust

Financial Statements for Lawyers

This half-day seminar explores the world of accounting and its relation to corporate commercial litigation, focusing on the different types of assurance engagements, the preparation of financial statements, and the importance of financial ratios when understanding your clients’ financial statements. Specific topics include:

  • Assurance and the three levels of financial statements
  • Balance sheets, income statements, and cash flow statements
  • Key notes and other disclosures within the financial statements
  • Use and application of financial ratios
  • Reasons for financial statement fluctuations
  • Relevant case law

Franchises and the Arthur Wishart Act

Content currently in development – check back soon for more details.

Loss Quantification 101

Content currently in development – check back soon for more details.

Loss Quantification 201

Content currently in development – check back soon for more details.

Unreported Income

This seminar examines unreported income and its impact on business valuation engagements.  We discuss how unreported income is determined and common instances where it is often found. Specific topics include:

  • Motivations for unreported income
  • Common instances of unreported income
  • Lifestyle analysis, geographic research, industry research
  • Forensic tracing of funds and imputed wages
  • Impact on business valuations

Valuation Case Study

Content currently in development – check back soon for more details.

Our Team

Davis Martindale’s Business Valuation and Litigation Services Team is perfectly equipped to bring clarity to any valuation need, whether large, small, complex or seemingly impossible!  Our focus on providing timely service, independent critical analysis, and understanding is what gives our clients the peace of mind they are in search of, that’s our signature.

Reach Out To Us

Our Valuation & Litigation team is ready to have
a personalized discussion with you.