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Wealthy After Divorce

Episode 18: Taking the Mystery out of Business Valuations in Divorce with Ben Bershad

February 02, 2023 Jacki Roessler, CDFA® and Ben Bershad Season 1 Episode 18
Wealthy After Divorce
Episode 18: Taking the Mystery out of Business Valuations in Divorce with Ben Bershad
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Wealthy After Divorce
Episode 18: Taking the Mystery out of Business Valuations in Divorce with Ben Bershad
Feb 02, 2023 Season 1 Episode 18
Jacki Roessler, CDFA® and Ben Bershad

Getting a divorce when one (or both) parties own a business adds an extra layer of ambiguity. Most often in these situations, the attorneys will recommend hiring an expert to place a value on the business. However, clients often feel unsure about the importance of taking on this added expense and effort. Jacqueline Roessler, CDFA is joined by business appraiser, Ben Bershad to provide clarity on the valuation process and why it’s essential to a divorce with transparency. In addition, Ben discusses the business appraiser’s critical role in determining the owner’s income for purposes of child and spousal support. 

We will discuss:

  • Why you need a business appraiser who is local and specializes in divorce
  • The two main roles of the business appraiser in divorce-and the one role that isn’t
  • Taking the emotion out of business appraisals in divorce
  • What goes on in the “room where it happens” when dueling business appraisers help attorneys and clients hash out a compromise?

Resources:
·        Read more about Ben’s firm, Bershad Valuation Consulting HERE
·        Contact Ben Bershad, ABV, CVA at bbershad@bershadvaluation.com
·        Find out how Jacki Roessler, CDFA® helps divorcing clients with a business by scheduling an initial consult by clicking this link  https://calendly.com/jacki-divorceplanner/get-to-know-you?month=2022-12&back=1
·        Learn more about Business Appraisals and Divorce At Family Lawyer Magazine Here

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.


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Show Notes

Getting a divorce when one (or both) parties own a business adds an extra layer of ambiguity. Most often in these situations, the attorneys will recommend hiring an expert to place a value on the business. However, clients often feel unsure about the importance of taking on this added expense and effort. Jacqueline Roessler, CDFA is joined by business appraiser, Ben Bershad to provide clarity on the valuation process and why it’s essential to a divorce with transparency. In addition, Ben discusses the business appraiser’s critical role in determining the owner’s income for purposes of child and spousal support. 

We will discuss:

  • Why you need a business appraiser who is local and specializes in divorce
  • The two main roles of the business appraiser in divorce-and the one role that isn’t
  • Taking the emotion out of business appraisals in divorce
  • What goes on in the “room where it happens” when dueling business appraisers help attorneys and clients hash out a compromise?

Resources:
·        Read more about Ben’s firm, Bershad Valuation Consulting HERE
·        Contact Ben Bershad, ABV, CVA at bbershad@bershadvaluation.com
·        Find out how Jacki Roessler, CDFA® helps divorcing clients with a business by scheduling an initial consult by clicking this link  https://calendly.com/jacki-divorceplanner/get-to-know-you?month=2022-12&back=1
·        Learn more about Business Appraisals and Divorce At Family Lawyer Magazine Here

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.