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VALUATION 2021: Selecting the Right Valuation Expert

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Description: VALUATION 2021 Series
Episode #3: Selecting the Right Valuation Expert
April 7, 2021 at 2:00 PM CST
You have a business interest, an asset, or a potential liability that you need to value. When do you need a valuation expert? While some negotiations or transactions may require an independent third party for appraisals, nearly all litigation on these topics will require an expert. How do you evaluate the credentials of an expert? What type of experience will you need your expert to possess? The process of selecting the appropriate expert starts with identifying the issues in dispute. This webinar explores the key factors you should consider in choosing your valuation expert.
As with every Financial Poise Webinar, each episode is delivered in Plain English so that you do not have to be an Intellectual Property Law Specialist to understand and benefit from them.  And, as with every Financial Poise Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes so that participants will enhance their knowledge of this area whether they attend one, some, or all episodes.
Speaker Information
John Levitske, Senior Managing Director, Ankura Consulting Group
John Levitske is a Senior Managing Director at Ankura, focused on business valuation and complex financial disputes. He has served as a senior advisor to companies, owners, executives, and legal counsel in business disputes, shareholder disputes, and M&A transactions regarding issues of valuation, finance, damages, and accounting. John is based in Chicago.

With more than two decades of Big Four public accounting and international consulting experience, John is seasoned in business valuation, financial analysis, economic damage quantification, forensic accounting, retrospective solvency analysis, and post-merger & acquisition accounting calculations. He handles appraisals of healthy and distressed companies for buyouts of shareholders and creditors, transaction planning, estate and gift taxation, financial accounting, bankruptcy proceedings, and litigation disputes.

John has provided consulting and expert witness testimony services and has served as a neutral party in arbitration and mediation. He has testified as an expert witness in the US and Europe in depositions, hearings, bench and jury court trials, and domestic and international arbitration (ICC, SCC, AAA, JAMS, FINRA, and ad hoc arbitrations) and has served as a neutral arbitrator. In addition, he has rendered binding decisions on disputed matters.

He is co-author of the “Managing Post-Merger & Acquisition Purchase Price Disputes” chapter in the American Bar Association’s 2016 Alternative Dispute Resolution Handbook for Business Lawyers. John has lectured on valuation, financial analysis, and forensic accounting topics to various professional groups, including the American Bar Association, the Chicago Bar Association, the Association of Insolvency & Reorganization Advisors, and DailyDAC-Financial Poise.

In addition, he served as an accounting, finance, and auditing adjunct professor at both the University of Pittsburgh and Point Park University, and as a national exam question writer for both the Uniform CPA Exam and the American Institute of Certified Public Accountants’ Accredited in Business Valuation Exam.
Panelist #1:
Janel Dressen, Attorney, Shareholder, Anthony Ostlund Baer & Louwagie P.A.
I represent individuals and companies in complex commercial, business and employment disputes. My experience includes litigating and resolving numerous shareholder and partnership disputes, valuation and appraisal matters, employment disputes, business competitor disputes, and bank-related/bank regulatory matters. I also counsel businesses, individuals and families regarding risk management and avoidance, employment related and human resource matters, insurance coverage and any other business or contract related disputes or issues.
Panelist #2:
Michael Pakter, Managing Member, Gould & Pakter Associates, LLC

Mr. Pakter focuses on financial analysis, forensic accounting, economic damages, valuation issues and investigations. He has experience in financial forensics, determining lost profits, business interruption claims, earn-outs, analyzing financial transactions and balances, establishing fair value and reconstructing incomplete, misstated and/or falsified financial information.

Mr. Pakter provides consulting and litigation support services to trial lawyers, trustees, examiners, receivers, business owners and managers and units of federal, state and local government. He has experience with disputed financial transactions in commercial litigation, conducting investigations, examining financial transactions and balances, Court-ordered accounting and bankruptcy core proceedings.
Mr. Pakter has more than 35 years of experience in accounting, financial analysis, financial forensics and investigations, including more than 15 years of experience in economic damages and business valuations. He has participated in public hearings and alternative dispute resolutions, submitted expert reports in several jurisdictions and testified in arbitrations, regulatory proceedings and State, Federal and Bankruptcy Courts. Courts and arbitral bodies have recognized him as an expert in accounting, business valuation, financial analysis, economic damages and business economics.

Mr. Pakter is a Certified Public Accountant, registered and licensed in the State of Illinois. The AICPA has recognized him as additionally Certified in Financial Forensics and Management Accounting. He earned the National Association of Certified Valuation Analysts’ Certified Valuation Analyst designation and Master Analyst in Financial Forensics having completed its business valuation and business and intellectual property damages specialty programs, respectively.

The Association of Insolvency and Restructuring Advisors has awarded Mr. Pakter its Certified Insolvency and Restructuring Advisor certificate and its Certification in Distressed Business Valuation. He is a Certified Fraud Examiner, which credentials denote proven expertise in fraud prevention, detection and deterrence. He earned a Chartered Accountant credential and his undergraduate academic education was in accounting, auditing, commerce and business economics.

Panelist #3
Terri Lastovka, Founder, Valuation & Litigation Consulting, LLC

Terri A. Lastovka, CPA, JD, ASA received her BBA from Kent State University, Accounting, 1986, Omicron Delta Kappa, Mortar Board. She was licensed as a Certified Public Accountant by the Accountancy Board of Ohio in 1989. Terri earned her JD from Cleveland-Marshall College of Law in 1995 and was admitted to the Ohio Bar in 1996. Terri is a member of the American Society of Appraisers, Ohio Bar Association, Cleveland Metropolitan Bar Association, West Shore Bar Association, Lorain County Bar Association, the Center for Principled Family Advocacy, the Cleveland Academy of Collaborative Professionals, the Northeast Ohio Collaborative Law Professionals, and the International Academy of Collaborative Professionals.

Terri is the founder of Valuation & Litigation Consulting, LLC. Her practice focuses on business valuations and litigation consulting in the areas of domestic relations, gift and estate tax, probate, shareholder disputes, economic damages, and forensic accounting. She draws from a wide range of experiences, including public accounting, law, banking, and CFO. She has received extensive training from the American Society of Appraisers in the area of business valuation and works closely with members of the bar to effectuate practical settlements. Terri also serves as the Director of Legal & Finance for Journey of Hope, a grass roots non-profit organization providing financial support to cancer survivors and is the Treasurer of the West Shore Bar Association.

Practice Areas: Banking & Finance Law, Litigation & Appeals
Online Media Type: Audio
Production Date: 04/07/2021
Level: Intermediate
Category: Standard
Duration: 1 Hours, 0 Minutes
Online Format: On Demand

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Total Credits: 1
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Status: Reciprocal Credit Available
Expiration: 04/06/2024
Training Type: Online

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John Levitske - Senior Managing Director, Ankura Consulting Group, LLC
Michael D. Pakter - Managing Member, Gould & Pakter Associates LLP
Janel Dressen - Attorney, Shareholder, Anthony Ostlund Baer & Louwagie P.A.
Terri Lastovka - Valuation & Litigation Consulting, LLC
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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