Advanced Business Valuations for Lawyers 2025

via webinar only

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Who should attend:  While this course may be beneficial for professionals in various roles, it particularly targets the following attendees:

• lawyers who have some experience with business valuations and who seek a deeper understanding of the more complex issues surrounding valuations
• lawyers involved in the purchase or sale of businesses

Learning level: All levels

Building on the concepts taught in Introduction to Business Valuations, this course gives participants a more detailed insight into some of the more complex issues associated with business valuations.

At this course, Chartered Business Valuators experienced in working with lawyers will teach you how to review business valuation reports and introduce advanced valuation concepts.

After taking this course, you will:

• be more efficient at reviewing business valuation reports and understanding valuation techniques
• better understand industry specific valuation approaches (e.g., medical doctors, lawyers, brokerages, etc.)
• comprehend the applicability and determination of discounts applied by the valuator in their report (e.g., minority discounts)
• understand valuation considerations that arise in family law, shareholder disputes, and commercial damaged cases

Prerequisites

It is recommended that participants taking this advanced course on business valuations have the following prerequisite knowledge:

• Introduction to Business Valuations, and/or
• experience working with business valuators and/or have reviewed business valuation reports

Law Society of BC CPD Hours: 2 hours (this course does not contain professional responsibility and ethics, client care and relations, and/or practice management)

Course Instructors
Patti E. Daum CPA, CA, CBV — Daum Terpkosh Valuations LLP, Vancouver
Lucas M. Terpkosh CPA, CA, CBV — Daum Terpkosh Valuations LLP, Vancouver

CLEBC Programs Coordinator
Jessica Hodgins
jhodgins@cle.bc.ca