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The Income Approach to Business Valuation in Litigation Matters

September 15, 2016
Union Club
1211 Euclid Avenue
Cleveland, OH  44115
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Mindy Millanti
(412) 315-2281
  • Summary
  • Agenda
  • Presenters
Please join BDO Consulting for a complimentary breakfast seminar featuring continuing legal education. 

This session will cover three major areas of analysis under the income approach to business valuation:
  • Determination of the Income Stream
  • Adjustments to Determine the Cash Flow Stream
  • Determination of the Capitalization/Discount Rate
We will use case examples to detail different types of income statement adjustments made in situations where an owner is controlling or non-controlling, as well as those adjustments which relate to non-recurring events.  We will also discuss the determination of appropriate adjustments to income to determine cash flow available for distribution, and the determination of appropriate rates to translate the cash flow stream into value.  Additionally, we will discuss major errors often made in these calculations and potential cross examination points for opposing experts, utilizing case examples. 
8:00 AM to 8:30 AM – Registration

8:30 AM to 10:00 AM – Seminar
Brandon J. Otis, CPA/CFF/ABV, CFE, CVA
Managing Director, BDO Consulting

Brandon Otis is a Managing Director in BDO Consulting’s Pittsburgh office.  He is a Certified Public Accountant and has been awarded the Certified in Financial Forensics and Accredited in Business Valuation designations by the American Institute of Certified Public Accountants.  Brandon has also obtained the Certified Fraud Examiner designation from the Association of Certified Fraud Examiners and the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts.

Brandon has spent his career focusing on specialized and distinct business consulting matters.  He has testified in federal and state court matters and is a frequent speaker on valuation, forensic accounting, and financial management related topics.  With significant experience in a wide variety of industries, including oil and gas, insurance, manufacturing and distribution, professional services, medical practices and construction contractors, Brandon’s clients have ranged from Fortune 500 firms and some of the nation’s largest professional practice firms, to individuals and sole proprietorships. 

BDO Senior Manager
Dr. Tami Bolder is a Senior Manager in the Cleveland office of BDO Consulting, supporting the Valuation and Business Analytics practice.  She has over 12 years of experience performing business valuations for various purposes including estate and income tax planning, litigation, and marital dissolutions as well as providing litigation services for multiple purposes such as wrongful death, fraud, and breach-of-contract cases.  Dr. Bolder is one of 40 professionals nationwide that has successfully completed the American Society of Appraisers’ Multidisciplinary Advanced Education in Healthcare Valuation Program.
Prior to joining BDO, Dr. Bolder worked at SS&G Parkland Consulting LLC providing valuation and litigation consulting services and prior to that, she served as a member of the New Ventures Consulting Group of Cap Gemini Ernst & Young in Cleveland.  

Dr. Bolder regularly speaks on various topics related to business valuation to various professional organizations and lawyer groups.