Business Valuations

Presenter: Kellie and David from Forensic Solutions

In this session, Kellie and David will discuss when a business valuation may be required, the benefit of having an independent valuer, what information is required to undertake a valuation, common valuation methodologies, the impact of COVID-19 on a business valuation and other hot topics in the valuation sphere.

Key takeaways you will learn during the session will be;
  • Identifying when a business valuation is necessary
  • A summary of information that will be required by the valuer
  • Gain an understanding of the different valuation methodologies so you can understand the next valuation report that you receive and
  • How a business valuation is affected by the Pandemic, either positively or negatively
About our Presenters:
David is an experienced forensic accountant and Director of Forensic Solutions Ligation Support.

David has prepared many business valuations for a multitude of purposes including shareholder and family law disputes and given oral evidence in relation to these valuations in the Federal, Federal Circuit, Family, Supreme and Land & Environment Courts, business valuations for re-structuring purposes and pre-lending requirements.

In addition to business valuations, David is also involved in all aspects of litigation support including economic loss claims, independent determinations, review of other expert reports, preliminary assessments and consulting expert work.

David has been a guest presenter on the topic of accounting and valuation for a range of organisations on a range of forensic accounting and valuation matters, including CAANZ, CPA Australia, Legalwise, Leo Cussens and the Law Institute of Victoria.

Kellie is an experienced forensic accountant and Director of Forensic Solutions Ligation Support. Like David, Kellie has prepared business valuations for a multitude of purposes including shareholder and family law disputes for the Federal, Federal Circuit, Family, Supreme Courts and VCAT, and business valuations for re-structuring purposes.

In addition to business valuations, Kellie is also involved in all aspects of litigation support including economic loss claims, independent determinations, review of other expert reports, preliminary assessments and consulting expert work.

Kellie is a regular guest speaker for a number of Legal Professional Development training organisations such as Legalwise. Kellie has also been a guest speaker at the Family Law Section Bi-Annual Conference Junior Lawyers Program in 2016 and 2018.

1 CPD Pt - Practice Management + Business Skills