2024 IAC BV - Explaining Your Valuation to Mom Over a Cup of Coffee

Session Description

Often times we work with clients that have never bought or sold a business, required a valuation to affect a tax strategy, or perhaps testify in front of a judge that has a limited financial background.  The work we do is complex and so are the transactions we perform the work for.  This presentation, with real life examples, aims to demonstrate how effective communication goes a long way to give the client (judge) comfort with the transaction and our work.  Building credibility and trust may result in future referrals from our clients, their counsel and even judges.

Speaker

Mary Warmus, ASA, CPA | Director of Valuation Services | MichaelSilver

Continuing Education

Review of this session recording will award 1.2 CE hour. 

CPE credit is not awarded for this pre-recorded offering.