Business Valuation Seminars

Even the most carefully crafted estate plan can unravel if the underlying business valuation doesn’t withstand scrutiny. This free, half-day seminar is designed specifically for estate planning attorneys who work with business owners and family enterprises. You’ll gain practical insights into how valuations impact gifting, family limited partnerships (FLPs), marital dissolution, and advanced planning strategies — and learn how to spot red flags before they lead to IRS audits or client disputes. Walk away with actionable tools you can use immediately to protect your clients and strengthen your practice. 

What You'll Learn

• How to normalize financial statements, including adjustments for officer compensation and related-party transactions.
• Understanding Discounts for Lack of Control (DLOC) and Discounts for Lack of Marketability (DLOM) — when they apply, how they’re calculated, and why they’re IRS audit hot spots.
• Freeze-and-Squeeze and other advanced estate planning strategies for high-net-worth clients.
• Real-world case studies of valuations gone wrong — and how to avoid costly mistakes.
• A checklist of questions to ask when reviewing valuation reports to protect both you and your clients.
 

Why Attend / Value Proposition

Attorneys regularly sign off on valuations without fully understanding how the numbers were calculated.

This seminar will:

• Demystify the valuation process without overwhelming you with technical theory.
• Equip you with tools to spot red flags and prevent IRS challenges.
• Help you collaborate more effectively with valuation experts and financial professionals.
• Provide CLE hours while networking with other estate planning professionals.

Presented by Lance LeBlanc, CVA

Principal, Green Country Business Valuations – Tulsa, OK

Lance is a Certified Valuation Analyst with extensive experience in SBA 7(a) valuations, estate and gift tax planning, marital dissolution, and minority interest transactions. He has valued businesses across a wide range of industries and regularly partners with attorneys to support complex planning strategies, including freeze-and-squeeze transactions and family limited partnerships.