ESTATE PLANNING COUNCIL OF NORTHERN NEVADA

Working with Business Valuation Professionals

Advisors often work with business valuation professionals. Succession planning, gift/estate tax returns, and probate litigation are common reasons for business valuations in estate planning. Valuations also arise in non-estate planning situations, such as divorce, buying/selling a business, and resolving partner disputes. This presentation will help advisors become more savvy consumers of business valuation services. We will discuss how to define the scope of the engagement, how to pick the right professional for your project, and how to best work with the valuation professional to optimize efficiency and minimize your client’s costs.

Russ Duckworth, CFA, JD has valued private businesses and publicly-traded securities for over seventeen years. He founded Duckworth & Company in 2015 and previously worked as a securities analyst in the investment industry. Prior to entering the investment profession, Russ represented clients as a corporate lawyer in leveraged buyout and M&A transactions. He holds a BS in Electrical Engineering from North Carolina State University and a JD from the University of Virginia. Russ is a member of the State Bar of Nevada and the North Carolina State Bar.