Advanced Business Valuations for Lawyers 2025

Product Type: Course

Session 1

Format

Courses - Rebroadcast

Start Date & Time

2025-07-17

End Date & Time

2025-07-17

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Session 2

Format

Courses - Rebroadcast

Start Date & Time

2025-07-24

End Date & Time

2025-07-24

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Session 3

Format

Courses - Rebroadcast

Start Date & Time

2025-12-08

End Date & Time

2025-12-08

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Session 4

Format

Courses - Rebroadcast

Start Date & Time

2025-12-18

End Date & Time

2025-12-18

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DescriptionMore Detail

Take your understanding to the next level!

—Rebroadcasts—
On the rebroadcast date, you will have until midnight of that rebroadcast date to access the course. Please note that technical support will be available during regular CLEBC business hours.

Summer Series 2025
Thursday, July 17, 2025
Thursday, July 24, 2025

Last Kick at the Can Series 2025
Monday, December 8, 2025
Thursday, December 18, 2025

(Original webinar date: May 27, 2025)

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Who should attend: While this course may be beneficial for professionals in various roles, it particularly targets the following attendees:

lawyers who have some experience with business valuations and who seek a deeper understanding of the more complex issues surrounding valuations
lawyers involved in the purchase or sale of businesses

Learning level: All levels

Building on the concepts taught in Introduction to Business Valuations, this course gives participants a more detailed insight into some of the more complex issues associated with business valuations.

At this course, Chartered Business Valuators experienced in working with lawyers will teach you how to review business valuation reports and introduce advanced valuation concepts.

After taking this course, you will:

be more efficient at reviewing business valuation reports and understanding valuation techniques
better understand industry specific valuation approaches (e.g., medical doctors, lawyers, brokerages, etc.)
comprehend the applicability and determination of discounts applied by the valuator in their report (e.g., minority discounts)
understand valuation considerations that arise in family law, shareholder disputes, and commercial damaged cases

Prerequisites

It is recommended that participants taking this advanced course on business valuations have the following prerequisite knowledge:

Introduction to Business Valuations, and/or
experience working with business valuators and/or have reviewed business valuation reports

Law Society of BC CPD Hours: 2 hours (this course does not contain professional responsibility and ethics, client care and relations, and/or practice management)

Course Instructors
Patti E. Daum CPA, CA, CBV — Daum Terpkosh Valuations LLP, Vancouver
Lucas M. Terpkosh CPA, CA, CBV — Daum Terpkosh Valuations LLP, Vancouver

Summer Series 2025	EARLY BIRD Register by June 16/25	Regular Price After June 16/25
Rebroadcast	$159	$179
Rebroadcast Articled Student	$89	$89

*Last Kick at the Can 2025*
Rebroadcast	$179
Rebroadcast Articled Student	$89

Are you a member of the Indigenous legal community (lawyer/Articled Student/legal support staff/paralegal) or a non-lawyer Indigenous community member?
We value your contributions and encourage your participation in all of our programs. To increase accessibility, we offer a 50% discount* to all Indigenous lawyers/Articled Students/legal support staff/paralegals and a limited number of free online registrations to non-lawyer Indigenous community members. (*discount applies to Regular prices, not Early Bird prices). Please contact Customer Service to find out more.

Unable to attend a course without financial assistance from CLEBC?
Click here for bursary information.

Want to register for a course now, but prefer a monthly payment plan?
Check out our Easy Pay Plan.

Registration includes an electronic copy of the reference materials.

CLEBC Programs Coordinator
Jessica Hodgins
jhodgins@cle.bc.ca

Course Instructors
Patti E. Daum CPA, CA, CBV — Daum Terpkosh Valuations LLP, Vancouver
Lucas M. Terpkosh CPA, CA, CBV — Daum Terpkosh Valuations LLP, Vancouver

About the Course Instructors
With a 33 year career under her belt, 26 of which have been working exclusively in business valuations and litigation support, Patti enjoyed eight years as a partner in a National Accounting firm's business valuations group and the last eight years running her own firm, Daum Valuation and Financial Services Ltd. She is now thrilled to be joining forces with Lucas, forming Daum Terpkosh Valuations LLP (DT Valuations).

Qualified numerous times as an independent financial expert in the Supreme Court of BC and at arbitration matters, Patti is an effective communicator and skilled at making the complex, understandable.

Patti's communication style and desire to help clients move through difficult circumstances, contributes significantly to the timely resolution of financial matters that she is involved with, in both litigation and alternative dispute resolution contexts.

Patti has worked with numerous small to mid-sized business owners in valuing their businesses in most industries for a variety of reasons: financing, purchase or sale, corporate reorganizations, assisting with valuation provisions in shareholder agreements, and resolution of a conflict within the shareholder group.

A significant portion of Patti's practice is in the family law space, and Patti has a track record of helping clients successfully reach resolution on valuation and Guideline income issues in both litigation and collaborative divorce matters.

Lucas Terpkosh is a Chartered Business Valuator (CBV) with over 10 years of professional experience providing business valuation services.

Lucas specializes in business valuations for litigation matters such as matrimonial disputes, shareholder disputes and wills variation claims, as well as for non-litigation matters such as corporate reorganizations and other estate planning initiatives. He has also prepared expert reports regarding the income available to a spouse for child and spousal support purposes (typically referred to as Guideline Income reports).

Lucas has extensive experience in the preparation of independent valuation and expert reports across a number of industries. He has analyzed and valued shareholdings in closely held private companies, as well as large, publicly traded companies.

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Advanced Business Valuations for Lawyers 2025

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