Partner Jeffrey Rothschild was co-speaker on the topic, “Valuation Application and Methodologies,” at this seminar hosted by the Practising Law Institute. Jeffrey’s presentation discussed the following issues:
- Introduction to valuation methodologies, including cost, income and market approaches
- M & A activities, business dissolution, and ownership settlement issues
- Financial reporting, including purchase price allocations, impairment testing, mark to market accounting and fair value accounting
- Tax implications, including:Planning and structuringCovenants-not-to-competeFamily wealth and estate planningTransfer pricingFixed assets, collateral, insurance
- Planning and structuring
- Covenants-not-to-compete
- Family wealth and estate planning
- Transfer pricing
- Fixed assets, collateral, insurance
- Application and types of analyses, including: litigation models, damage calculations, lost profits, intellectual property, royalty rates and pricing
- Insights on how to interpret and analyze valuation reports