Thursday, March, 27, 4:00-6:30
PITA Hall,
8 Plum Island Turnpike, Newburyport & Streaming

Attend and learn from 4 Valuation Experts who discuss some of the most difficult issues in their field and their various approaches to resolving them.

Personal Goodwill & Valuation, David Consigli

How to define personal goodwill; why it is important in the context of a divorce; how to determine the impact in a transaction; how to differentiate personal goodwill from key-person discount; and where personal goodwill is likely to be present.

Income Approach, Marc Bello

How an income approach works, diving into the components and key characteristics that drive this method of valuation; how personal goodwill and double dip concepts intersect with an income approach; why valuation experts can come up with different valuation for the same company under an income approach.

Double Dip, Pamela Oliver

What is the concept of “double dip” and its meaning in the context of divorce, asset division and support; how to identify potential “double dip” situations; how to recognize key factors in determining whether a “double dip” has occurred; how to evaluate the financial impact focusing on fairness and equitable distribution

Equity Based Compensation, Kimberley Train

How to use equity compensation as a vehicle to incentivize employees; what can be included as equity compensation; what are the attributes of the different forms of compensation; how to effectuate a fair and equitable division.

Our Experts

• Marc Bello, Strive Partners LLC, Burlington
• David Consigli, Jr., CPA, ABV, CDFA, Partner, FAZ Forensics
• Pamela Rae Oliver, CPA/ABV, CDFA, MAFF, Partner, Director of Business Valuation &
• Litigation Support, DiSanto Priest & Co.
• Kimberley A. Train, CPA, ABV, Partner, PKF O’Connor Davies
• Gary O. Todd, Todd & Weld, Moderator