Archive 2022-174: Personal Goodwill Calculations and Case Studies: Theory to Practice

VPS StraightTalk Webinar Series: Personal Goodwill Calculations and Case Studies: Theory to Practice

Speaker: Josh Shilts, CPA/ABV/CFF/CGMA, CFE

If you are a financial expert working with family law attorneys in divorce matters involving goodwill determinations, you don’t want to miss this detailed program.

In marital dissolution matters, the definition of goodwill and its determination continues to baffle attorneys, judges, and parties. Various jurisdictions have their own definitions and precedents. While guidance has been published relating to jurisdictional interpretation of the definition or case law, few publications provide business valuation analysts and experts with a “how to.”

This webinar will help you gain an understanding of applications and methods of goodwill determination and calculations involving a wide range of entity types (commercial vs. professional, application of with or without, usage of key person/thin management discount, etc.). Learn how to conduct goodwill analysis in a formal method (determination) that is supportable and defensible.

Learning Objectives:
In this webinar, the participant will learn how to:

• Conduct a goodwill assessment
• Identify documents to assist with the discovery process
• Evaluate personal goodwill in differing scenarios related to the various organizations experts may encounter in a divorce matter
• Deal with presentation of analysis for a trier of fact