![Loading Events](https://offitkurman.com/wp-content/plugins/the-events-calendar/src/resources/images/tribe-loading.gif)
- This event has passed.
Breakfast Bar Speaker Series: September 2021
September 2, 2021 at 7:30 am EDT
![](https://offitkurman.com/wp-content/uploads/Breakfast-Bar-Speaker-Series.png)
![BBSS Logo BBSS Logo](https://www.offitkurman.com/wp-content/uploads/BBSS-Logo-640x515.png)
September 2nd, 2021
7:30 AM – 8:30 AM
Valuing a Business for Succession Planning or Sale
Featuring Managing Director of Stout, Joseph Estabrook
- Business valuation fundamentals
- Why is valuation important?
- Is the business keeping the status quo, accelerating growth, or considering liquidity alternatives?
- Definitions of value and levels of value
- Valuation approaches
- Assembling an advisory team
- The valuation engagement process
- Due diligence- buy/sell review checklist
- Expensive mistakes (to avoid) when buying or selling a business
![20a3ae85-1f4d-4428-a95d-b0a9589fc999 20a3ae85-1f4d-4428-a95d-b0a9589fc999](https://www.offitkurman.com/wp-content/uploads/20a3ae85-1f4d-4428-a95d-b0a9589fc999-2.jpg)
Hosted by Linda Ostovitz
Join us on the first Thursday of each month to learn about a legal topic from our diverse team of attorneys. Guest speakers will also be provided for timely topics.
CONTACT
Email: lostovitz@offitkurman.com
Phone: 301.575.0381
Fax: 301.575.0335
Mailing: 8850 Stanford Boulevard
Suite 2900, Columbia, MD 21045
LinkedIn: Linda Ostovitz
About This Month's Guest Speaker: Joseph Estabrook
Joseph Estabrook
Managing Director, Stout
jestabrook@stout.com | 202.370.9977
Joseph Estabrook is responsible for the performance and oversight of
engagements in complex litigation and consulting matters involving
valuation, damages, tax and financial issues.
Mr. Estabrook has more than 35 years of consulting experience and has been qualified as an expert witness in business valuations, damages, tax and financial issues, and has valued numerous businesses in a variety of industries that span the economic spectrum. Mr. Estabrook has also been engaged to investigate and analyze numerous losses and improprieties, including inventory losses, misappropriation of funds, searches for hidden assets, undervalued assets, and financial fraud. His experience also includes a number of investigations for hidden assets and tracing relating to separate property issues in domestic cases where he and his team have provided consulting services or he has acted as a testifying expert. He provides attorney case assistance to facilitate the discovery process, develop case strategy, and analyzes experts’ positions.
Mr. Estabrook has performed hundreds of valuations of closely held business interests, intellectual property, and other ownership interests. The majority of his valuations are performed in the context of litigation, which includes shareholder disputes, domestic relation matters, and dissenting shareholder actions. He also has extensive experience in providing business valuations for estate and gift tax purposes.