Business Valuation Tools:
Interview/Deposition Questions, Information Needs, Seminars, More
These business valuation lists, questions, seminars and related items are generic and are not to be applied to a specific business valuation assignment. They are merely a starting point of things that might be considered. Business valuation information needs, issues and methodologies can vary by the type of company, a company's specific and unique characteristics, the purpose of the valuation, the impact of legal, case law and other considerations, and for numerous other reasons, all of which can change over time. Therefore, none of the information contained here is to be applied to specific situations. Consult qualified, legal, tax and valuation advisors with experience in the specific matter.
Sample Questions for Management Interview in Business Valuation of a Company
Sample Questions for Depositions Involving Business Valuations:
Sample Information Needs Lists for a Business Valuation:
Seminars on Business Valuation Issues:
Sample Questions for Management Interview in Business Valuation of a Company
Sample Questions for Depositions Involving Business Valuations:
Sample Information Needs Lists for a Business Valuation:
Seminars on Business Valuation Issues:
- Business Valuation Issues: Dealmakers and Dealbreakers in Estate, Gift and Other Tax Related Matters- Helpful information is included for attorneys who must assess valuation reports in their daily practice.
Seminars on Business Valuation Issues (continued):
- Critiquing a Business Valuation Report: A Guide for Family Law Attorneys- This provides a roadmap for reviewing business valuation reports of experts for depositions, preparing for trial, etc. Includes an example of how to breakdown the all important capitalization rate into its components in a check of reasonableness.
- Kick the Habit: The Excess Earnings Method Must Go in Business Valuations: A Guide For Family Law Attorneys- This seminar is a must read for family law attorneys who must frequently confront this highly flawed method. Have the ammunition to attack it.
- Stock Option Valuation- A general overview is provided on various methods used in stock option valuation.
- The Market Approach: Guideline Transaction Method ("Merger and Acquisition Method")- This is the Powerpoint portion of an audio webinar presented for the AICPA Forensic & Valuation Services Group on September 14, 2011 by George Hawkins of Banister Financial, Inc. and William Kennedy of FGI Consulting. The document contains information on how to obtain the audio of the webinar.
- The Guideline Public Company Business Valuation Method- A Guide for Attorneys- This explains the use of the method in business valuation for attorneys who deal with business valuation issues. Also, the seminar also covers the use of regression analysis in business valuation, including in the all important active-passive appreciation issue in family law matters.
Contact Information for a Business Valuation
George Hawkins, ASA, CFA
Managing Director
Phone: (704) 499-9009 (direct)
Send e-mail to George
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Michael Paschall, ASA, CFA, JD
Managing Director
Phone: (704) 334-1625 (direct)
Send e-mail to Michael
Outlook v card file 
© 1995 to 2011, Banister Financial, Inc. Fair Value is a registered trademark of Banister Financial, Inc.
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