Business Valuation Experts Should Write & Speak

Why business valuation experts should write and speak about technical aspects of their craft.  Not just marketing.  Although that is a good reason.

For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE.

Why Experts Must Learn the Legal Process

1. Protect professional integrity
   1. Get the discovery you need well in advance
   2. Get paid well in advance to avoid becoming a “contingent fee”
   3. Rule 16 Scheduling Order is your friend, Unless . . .
2. Never just give away negotiation leverage
   1. Expert disclosures get cases settled
   2. Reports get cases settled
   3. Never wait to be hired until after mediation “just say no, unless …”
3. Marketing to attorneys (pro tips)
   1. Best content marketing you can do – education
   2. Why Hire Experts ASAP – 25 reasons
   3. Teach direct examination to attorneys
   4. Give examples on YouTube
4. Target audience:
   1. Prior attorneys who have already engaged you
   2. Inexperienced attorneys who don’t know you
   3. Experienced attorneys who should know you

Hidden Assets & Enhanced Financial Investigation: What “A List” Attorneys Know about Discovery Others Don’t. This presentation is for business valuation and forensic accounting expert witnesses.

Mason’s “Hidden Assets” presentation discusses: Experts must learn the legal process. When should experts stick their nose in? Why there is no line to worry about crossing. How subpoenas actually work. How experts can help with subpoenas. Why the subpoena process is not more frequently used and quick enough. Experiences that can expedite and move financial discovery forward. Why attorneys do things at the last minute. Why attorneys wait too late to hire the financial expert.

This video is an excerpt from Miles Mason, Sr., JD, CPA’s presentation at the 2023 Tennessee Society of CPA’s Forensic and Valuation Services Conference, Oct. 24, 2023, in Brentwood, Tennessee.

To learn more about divorce and forensic accounting, buy Mason’s The Forensic Accounting Deskbook published by the ABA Family Law Section. Forensic accounting can help family lawyers win cases while at the same time their clients are able to keep money which might otherwise be taken from them by the difficult and confusing divorce process. This updated edition of one the ABA’s most popular resources explains the practice of forensic accounting and business valuation and how to apply it in family law cases.

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