General Meeting
COLLIN COUNTY BAR ASSOCIATION
GENERAL MEETING - MAY 20, 2016
PLEASE NOTE LOCATION HAS CHANGED TO:
ABUELO'S IN EAST PLANO, 3420 N. CENTRAL, NORTH OF PARKER RD.
WHEN: 11:45, MAY 20, 2016
SPEAKER: DAVE DOUGLASS
TOPIC: IMPORTANT CONSIDERATIONS IN VALUING FAMILY-OWNED BUSINESSES
Family-owned businesses are in many respects like any other business: they sell products or services, generate revenue, incur costs, and (hopefully) earn a profit. However, when it comes to valuing a family-owned business, certain factors must be considered which can materially impact the valuation. Failure to consider these factors and incorporate them into a valuation opinion can result in an inaccurate valuation. This CLE will cover this important topic and provide a checklist to ensure that your valuation expert has appropriately considered the necessary facts and circumstances of the family-owned business in order to provide as accurate a valuation as possible.
Dave Douglass provides advice in both litigation and business consulting matters requiring specialized financial and economic expertise.He has more than 10 years of experience that includes analysis of damages in securities litigation, valuation of intellectual property in trademark and patent disputes, loss causation analysis, solvency analysis, and general economic and financial analysis. His business consulting experience includes new business venture valuation and market analysis, private equity due diligence, and business strategy. Mr. Douglass has testified on issues including damage and solvency analysis, loss causation, and business valuation. Mr. Douglass is a Certified Public Accountant licensed in Texas and Florida, and is Certified in Financial Forensics (CFF) and Accredited in Business Valuation (ABV) by the American Institute of CPAs. In addition, Mr. Douglass is a holder of the right to use the Chartered Financial Analyst (CFA) designation, a Financial Risk Manager (FRM) certified by the Global Association of Risk Professionals, and a Certified Fraud Examiner.
CLE: 1.0 Hour
LOCATION: Abuelo's in East Plano, 3420 N. Central, north of Parker Rd.
COST PER PERSON:
Meal is Complimentary to Members (buffet)
Meal for Non-Members: $15
(Non-members: $15 including tax and tip for buffet, tea and water)
TO RSVP: Click below to register
REGISTRATION DEADLINE: NOON, MAY 18