Joseph Novello, CPA, MBA

Today’s clients demand that lawyers understand how to value a business – whether in relation to a merger or acquisition, shareholder dispute, or an estates or family law matter. The more you understand about business valuation, the better
you’ll be able to use your financial understanding to your client’s advantage during negotiations or litigation. This session will help demystify business valuation for the average practitioner. In simple, easy-to-understand language, while using realistic
examples, CPA, MBA Joseph Novello will explore reasons to value a business, provide practical tips based on which party you’re representing, and demonstrate commonly accepted valuation methods. You’ll learn the pros and cons of each
method, what to watch out for, and how to formulate meaningful inquiries. By the end of the program, you’ll have the knowledge and confidence you need to work with and communicate with financial advisors and represent your client’s interests effectively. Joe’s simple, proven approach to financial education has helped thousands of lawyers throughout North America
better serve their clients – now let him help you!

The more you understand financial statements, the better you’ll be able to counsel clients with confidence and use your financial understanding to your client’s advantage during negotiations or litigation. Joe Novello will teach you how to understand the basic structure of a financial statement and identify its key components. You’ll work through sample balance sheets, income statements, and cash flow statements, including examples for a small law firm. Don’t miss this opportunity to get the fundamental knowledge you need to understand financial statements encountered in day-to-day business, family, estates, and general civil litigation practice.