Small Business Valuations for Buys/Sells, Probate, and Divorce Proceedings

$195.00

CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

This two-hour course, presented by Clifford B Benjamin of CALAS Group, LLC, will sort through a complex process of a small company business valuation, by focusing in on hidden opportunities business valuations offer attorneys and business owners.

Key topics to be discussed:

•   Efficiently preparing a small business owner for a successful completion of a business valuation
•   How the true value of business enterprise is determined, the impact of tangible assets, intangible assets, the proper definition of Fair Market Value as it relates to various types of engagement scope of Services, such as a Family Law matter or Succession Plan
•   Detailed update on The NACVA (National Association of Certified Valuators and Analysts) Business Valuation/Appraisal Standards (effective 1/1/2018), and how it may impact the valuation process and conclusion in a manner that is clear and not misleading
•   The three main business valuation approaches, including sighting some examples on how one approach may be more suitable than another, for certain types of assignments

Date / Time: July 9, 2019

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

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Original Broadcast Date: February 6, 2019

Clifford Blair Benjamin, CVA, CDFA

*2013 Summit Business Valuation Associates, LLC (office Miami & Nashville)
*2006 Sound Crest Financial Services, LLC (office Miami & Nashville)
*2002 Summit Divorce Planning, LLC (office Nashville)

From 1982 to 2001, Mr. Benjamin was a Group Advertising Director within Hearst Publishing, with marketing/sales responsibility for its then 17 Magazine Titles including Good Housekeeping to Smartmoney. He was considered an adept and high energy publishing executive based in New York City. Prior to Hearst Magazines he worked in the IBM/Forbes Magazine Custom Publishing division. Chief Executive Magazine and Inc. Magazine combined for another eight years of publishing experience, where the business entrepreneur was regularly featured as cover stories, their personal ambitions and business achievements a constant example for Clifford B Benjamin to analyze and other small business owners to aspire to.

In the Business Press, Mr. Benjamin has been profiled in Financial Advisor Magazine, New York Law Journal, Advertising Age, Who’s Who In American Business 1991, The Tennessean, and various Television Program features in Nashville, TN.

Education:
1982: Southern Connecticut State University, New Haven Connecticut, B.S. Economics, Securities Exams passed, Series 7, 24, 63 and 65. Insurance License, Health, Life, Disability.

Mr. Benjamin is a Certified Valuation Analyst through the National Association of Certified Valuators and Analysts, a Certified Divorce Financial Analyst with the Institutecdfa, and member of the International Academy of Collaborative Professionals and an Associate of the American Bar Association, Section of Family Law.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]

Reciprocity
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Section I. Fair Market Valuation Definitions

Section II. Appraisal Standards in Business Valuation

Section III. Sources of Data in Business Valuation

Section IV. Business Valuation Approaches: Market Based, Asset Based, Income Approach

Section V. Standard Request Schedule in Business Valuations

Section VI. Business Valuation features: Business Acquisition, Business Sale, Business Loan, and Insured Value

Section VII. Succession Planning in Business Valuation: a team approach

Section VIII. Business Valuation: Family Law (Action for Divorce-summary of assignment may pivot on two or more issues) & Family Law economic case summary