Valuation of Closely Held Companies (Telephone)
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This program will provide you a real-world guide to valuation methodologies, how the purpose of the valuation effects the outcome, common points of contention, and drafting tips to avoid costly disputes.

 Export to Your Calendar 5/2/2018
When: Wednesday, May 2, 2018
12:00 PM - 1:00 PM CT

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MCLE Accreditation
Nebraska Activity #157737, 1.0 hours CLE (Distance Learning)

Virtually every transaction of a closely held company requires a valuation. The company may be selling itself or some of its assets; obtaining a loan or placing equity with new investors; its owners may be engaged in a buy/sell transaction; or estate planners may need it for planning purposes.  But valuing a closely held company is much art as science because there is no regular and liquid market matching buyers and sellers. This makes valuation highly contentious as parties argue over add-backs, discounts and premiums, and how to “price” cash flow or earnings. This places significant pressure on transactional attorneys to understand the many intricacies of valuation. And all the familiar calculations have been altered by the new tax law. This program will provide you a real-world guide to valuation methodologies, how the purpose of the valuation effects the outcome, common points of contention, and drafting tips to avoid costly disputes.

  • Closely held company and asset valuation and drafting issues for transactional lawyers
  • Impact of new tax law on closely held company valuation
  • How purpose of valuation impacts the valuation
  • Valuation methodologies depending on the type of business or asset – asset-based, cash flow, market comparables, and intrinsic value
  • Costly valuation mistakes and how to reduce risk of dispute
  • Valuation premiums and discounts – “fair market value” and “fair value”
  • How valuations are actually derived – objective factors v. professional judgment

Ronald L. Seigneur is a partner in Seigneur Gustafson LLP, a CPA firm located in Lakewood, Colorado, where he provides valuation, tax and retirement planning, and litigation support services.  He has published over 80 articles on business valuation and is co-author of “Financial Valuation: Applications and Models,” (2nd Ed.), a treatise on business valuation published by John Wiley & Sons.  He is a Certified Valuation Analyst with the National Association of Certified Valuation Analysts (NACVA) and holds the American Institute of Certified Public Accountants’ specialty designation of Accredited in Business Valuation.  He is an Adjunct Professor of Law at the University of Denver College of Law, where he teaches financial, management and leadership courses.  Mr. Seigneur earned his B.A. from Michigan State University and a MBA from the University of Michigan.


To Register:Cost $89.00

https://ne.webcredenza.com/catalog.aspx?browse=ViewProg&catid=23526

  • Click on above link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion


If you need additional information on your CLE credits please contact:
Amy Prenda, Nebraska State Bar Association
(402) 475-7091 ext # 131; aprenda@nebar.com