Business Valuations from a Family Law Perspective
About
Gain a clear, practical understanding of how business valuations work in family law matters. This seminar equips you to quickly interpret valuation reports, identify key assumptions and risks, spot potential bias, and confidently engage with (and challenge) expert evidence. You’ll also learn how financial statements, tax issues, shareholder loans, and valuation methodologies impact the property pool, along with practical strategies for working with single experts, preparing instructions, and cross-examining valuers.Ideal for family lawyers who want to better navigate complex business valuation issues and strengthen their advocacy in financial matters.
Event Details
Speaker: Trevor Monaghan, Forensic Accountant and Business Valuation Specialist
Date: 9am-1pm (4 hours) on Wednesday 17th June 2026
Venue: Cliftons, Level 1, 440 Collins Street Melbourne VIC 3000
Cost: $198 per person to cover venue and light lunch
Topics Covered
• understanding financial statements (P&L and balance sheet)
• being aware of the different business valuation methods that experts can use
(there’s at least 8)
• why the valuation date matters (a lot)
• how do experts guess “the multiple” (yes they do educated guesses all day long)?
• how to read a valuation report to find the key outcomes and variables quickly
• how to spot bias in a business valuation report
• how to treat shareholder loans in a business valuation and in the property pool
• how taxes affect the business valuation and the property pool (CGT, Div7A, Rosati)
• how do “market value” and “value to the owner” interact in family law?
• how to use forensics to investigate unreported cash income and other allegations
(wastage, add-backs and resource considerations)
• top 10 mistakes made by business valuation experts and how to spot them
• the importance of providing non-financial information to the expert
• typical assumptions and limitations in an expert business valuation report
• how to cross-examine a business valuation expert (including a list of standard
probing questions)
• how to advocate for your client’s position in the business valuation process even
with a single expert
• understanding how the family law rules apply to engaging, providing information
to and critiquing single experts
• when and how to attempt to adduce evidence from another expert
• when and how to engage a shadow litigation consultant to assist with the matter
Date
Wednesday 17 June 2026 9:00 AM - 1:00 PM (UTC+10)Location
Cliftons Melbourne - Collins Street
Level 1, 440 Collins Street, Melbourne VIC 3000
Contact Form
Business Valuations from a Family Law Perspective
Resend recently purchased tickets to our events to your email.
Enter email to start search
You can review the event organiser's terms and conditions here.