Two Upcoming Webinars Featuring Tim Lee

On February 7, 2014, Tim Lee, ASA, managing director, will present a 100-minute webinar “Step Up Your Game: Effective Business Appraisal Reporting” along with L. Paul Hood, Jr., Director of Planned Giving for The University of Toledo Foundation who is a “recovering tax lawyer” who practiced tax and estate planning law for 20 years.

Also, on February 28, 2014, Tim and Paul will present another 100-minute webinar, “Omissions & Commissions: Errors, Challenges & Solutions in Business Appraisal Reports.”

These webinars are sponsored by BV Resources and will take place from Noon – 1:40 (Central). They are parts I and IV of a four-part webinar series: BVR’s Advanced Webinar Series on Reporting and Testimony.

“Step Up Your Game: Effective Business Appraisal Reporting”:

The business appraisal report memorializes the results of your due diligence and findings. There are no second chances for an alternative first impression. Too often valuation reports trudge through obligatory boilerplate with a robotic precision that fails to sequence and prioritize what is important to the ultimate conclusion of the report. The stakeholder universe is raising the bar on report quality; in response valuation reports require enhanced user friendliness and intuitive appeal without compromising on required content and disclosures. This session will inspire some alternatives and enhancements to the status quo valuation reporting that proliferates the profession.

“Omissions & Commissions: Errors, Challenges & Solutions in Business Appraisal Reports.”:

Sometimes it’s not what is included in your report, but what is not included that raises questions about the completeness and accuracy of the analysis. In this session, the authors of A Reviewer’s Handbook to Business Valuation: Practical Guidance to the Use and Abuse of a Business Appraisal walk you through common problems so that they will not be problems for you.

To register for either or both webinars, click here. Each webinar is approved for 2 hours of CPE credit.

Tim and Paul are co-authors of the book A Reviewer’s Handbook to Business Valuation: Practical Guidance to the Use and Abuse of a Business Appraisal (John Wiley & Sons, 2011). For more information about this book, click here.