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articles. Note: CPE Exam is not available for this issue, past
issues are available. Please look for the exam with next
week's QuickRead.
Do Not Become a “Damaged” Expert
John Marcus provides guidelines successful expert witnesses
abide by: trust no one, read everything, spend more time
thinking and less time computing, and be true to yourself.
Here’s why these best practices matter.
Avoiding Litigation Over Buy-Sell Agreements
John Markel explains that it’s critical for partners to put
together a buy-sell agreement that establishes in specific
detail the standard of value, the level of value, and
acceptable methods for funding a buyout. Here’s why.
State Case Law Rules on ESOP Governance, Assets in Divorce
Case
In White v. Marshall & Isley Corporation, the U.S.
District Court for the Eastern District of Wisconsin dismisses
a case asserting that employee stock ownership plan (ESOP)
fiduciaries violated their duty of prudence. In re: Simmons,
tried in the Court of Appeals of California, found the husband
subject to additional sanctions for his failure to disclose a
separate property savings account. Find out more.
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Amber
O'Neal shares her experience with CTI's Healthcare Valuation and
Consulting Workshop and the invaluable knowledge she gained. |
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Developing Pricing Multiples Using the Direct Market Data
Method
Rand Curtiss explains how to used reasoned judgment,
statistical techniques, and comparative analysis to defensibly
develop and support pricing multiples in an appraisal.
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