Divorce of a Business: When Partnerships Fail Out of Stock
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December 2010
Divorce of a Business: When Partnerships Fail
Program Highlights
- Presentation of a Case Study
- Evaluating the Case
- Case Management Strategies and Tactics
- Presenting Your Case
- Current Issues on Valuation, Damages, and Financial Forensics
- View from the Bench
Program Description
This interactive day will focus on a myriad of legal and accounting related issues you will encounter when a business is split up or wound down. A fictional case study will be used to set the stage for a series of presentations by highly qualified attorneys and CPAs to explore the critical aspects that business owners and operators need to consider. The premise will be a business in transition experiencing economic challenges, ownership with divergent objectives, questionable and inadequate accounting and legal records.
- When and how outside legal and accounting expertise need to be involved
- Fact finding issues: Document production and discovery issues
- Forensic accounting issues: what to do when the records are suspect or in disarray
- Working with difficult clients or clients with competing objectives. Balancing the need for legal and financial expertise with the economics of the enterprise
- Considering the options: liquidation, buy-outs, internal and external sales
Issues involving securities law, bankruptcy and commercial transactions will come into play with the fictional firm used to enhance the learning experience.
Time permitting, the day will also provide a quick series of critical issue updates on health care reform, estate tax and family law. The day will be cap stoned with a presentation from a sitting judge with a “view from the bench.”
Topics
Presentation of the Case study
Presented by Ronald L. Seigneur, ASA, CVA, CPA/ABV/CFF
Evaluating the Case
- What are we dealing with? Identification and prioritization of issues
- Engagement considerations, including conflicts of interest, engagement terms and contracts
- Screening, selecting and retaining experts
Presented by Ronald L. Seigneur, ASA, CVA, CPA/ABV/CFF and Laurin D. Quiat, Esq.
Case Management Strategies and Tactics
- Case management issues, including the need for co-counsel, and working with difficult clients
- Discovery issues, including incomplete and conflicting information
- Review and retention of draft reports
Presented by William J. Leone, Esq., and Lisa A. Meer, CPA/ABV/CVA
Presenting Your Case
- Tips and tactics on presenting the case, including examination and cross examination of expert witnesses
- Other considerations, including bankruptcy, environmental and alternative dispute resolution
Presented by Edward B. Cordes, CVA, CPA, and Duncan E. Barber, Esq.
Current Issues on Valuation, Damages, and Financial Forensics
- Emerging issues from a legal perspective, including, federal rules of evidence, relative inexperience of the bench on sophisticated issues and other items
- Emerging issues from an expert witness perspective, including Daubert type challenges, compliance with new professional standards, testimony versus technical emphasis and other items
Presented by a Panel of All Faculty Members
View From the Bench
Presented by Hon. W. Terry Ruckriegle (ret.)
Planning Committee
Rebecca Campbell, CPE
Director
Colorado Society of CPAs
Denver, Colorado
Ronald L. Seigneur, ASA, CVA, CPA/ABV/CFF
Seigneur Gustafson LLP
Lakewood, Colorado
Faculty
Duncan E. Barber, Esq.
Bieging Shapiro & Burrus LLP
Denver, CO
Edward B. Cordes, CVA, CPA
Cordes & Company
Greenwood Village, CO
Honorable W. Terry Ruckriegle (ret.)
Breckenridge, CO
Laurin D. Quiat, Esq.
Baker Hostetler LLP
Denver, CO
Ronald L. Seigneur, ASA, CVA, CPA/ABV/CFF
Seigneur Gustafson LLP
Lakewood, Colorado
William J. Leone, Esq.
Faegre & Benson LLP
Denver, CO
Lisa A. Meer, CPA/ABV/CVA
GHP Horwath PC
Denver, CO
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $309.00 USD
- Member Price $279.00 USD
- General Credits 7.00
- Ethics Credits
- EDI Credits