This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
Do you hear the term “business valuation” and break into a cold sweat? Needing a business valuation in your divorce case doesn’t have to be a scary (or expensive) prospect!
Come learn from experienced practitioners and financial experts as they teach you how to make business valuations simpler so that you can protect your client and win your case.
In the first half of the program, we’ll discuss how to determine whether the business needs an evaluation at all. We will also address how to craft your discovery requests so that you actually obtain the documents needed to complete a valuation and not just simply mounds of paperwork. Finally, we’ll discuss when a less involved business evaluation (think evaluation lite) could be appropriate, particularly in cases involving small businesses.
After discussing how you can determine whether and what type of evaluation is needed in your case, the second half of the program will address frequently occurring issues that may arise in the valuations of certain types of business such as family-owned entities, professional practices, sole-proprietorship, and digital businesses.
Recorded in November 2024.
Faculty
Mark B. Dischell, Esq.
Mr. Dischell is currently President of the firm of Dischell, Bartle & Dooley in Lansdale. He is past President of the Pennsylvania Chapter of the American Academy of Matrimonial Lawyers. Mr. Dischell is past Chair of the Family Law Section of the Pennsylvania Bar Association, having served on its Executive Council and as chair of various committees. He was a Master of the Doris Jonas Freed Inn of Court, a past chair of the Family Law Section of the Montgomery County Bar Association and a director of that association. Mr. Dischell is a member of the Joint State Government Commission’s Advisory Committee, Task Force on Domestic Relations Law and formerly a member of the Supreme Court of Pennsylvania Domestic Relations Procedural Rules Committee. He is a frequent lecturer, author, moderator and course planner for the Pennsylvania Bar Association Family Law Section, the Pennsylvania Bar Institute, the Montgomery County Bar Association, and other organizations. Since 2005, Mr. Dischell has been named one of the Top Ten Leaders of Greater Philadelphia Matrimonial & Divorce Law, as well as a “Pennsylvania Super Lawyer.” He has also been selected as one of the Top 100 Pennsylvania Lawyers. Mr. Dischell is listed in The Best Lawyers of America from 1998 to the present, and was named by that publication as Family Law Lawyer of the Year for the Philadelphia Region in 2012. In 2016, he received the Eric D. Turner Award from the Pennsylvania Bar Association Family Law Section. The award is given annually to a recipient for mentoring and dedication to the profession. Mr. Dischell received his B.A. from Dickinson College and his J.D. from Villanova University.
Mark R. Ashton, Esq.
Mr. Ashton retired in 2022 after 32 years as a partner at Fox Rothschild LLP’s Exton office . He concentrated his practice in the area of civil litigation with a particular emphasis on family law. A 1980 graduate of the John Marshall Law School, Mr. Ashton returned to Pennsylvania and served as judicial clerk to the Honorable Mason Avrigian in Montgomery County. Following his clerkship, he was associated with Abrahams and Lowenstein, and chaired the Domestic Relations Group at Riley, Riper, Hollin & Colagreco. Mr. Ashton has served as a director of the Montgomery Bar Association and chaired the Domestic Relations Section of the Chester County Bar Association. Mr. Ashton is an active member and the immediate past chairman of the Pennsylvania Bar Association Family Law Section. Mr. Ashton is a former president of the Doris J. Freed American Inn of Court, a group of 60 attorneys in the Philadelphia metropolitan area who concentrate their practices in family law. He continues to write on family law topics at Pennsylvania Divorce and Domestic Relations Law Blog. (markashtonblog.com)
Kimberly A. Dudick, Esq.
Kimberly A. Dudick is a dedicated Pennsylvania family law attorney with a passion for helping clients navigate the complexities of family legal matters. With a Juris Doctorate from Widener University School of Law, Kimberly brings nearly 15 years of experience to her practice, specializing in divorce, child custody, and support cases. Kimberly understands the emotional challenges that often accompany family law issues and strives to provide compassionate guidance throughout the legal process. Her commitment to personalized service ensures that each client receives tailored solutions to meet their unique needs. Kimberly is also a staunch advocate for alternative dispute resolution methods, such as mediation or arbitration, aiming to achieve amicable resolutions whenever possible. Beyond the courtroom, Kimberly is actively involved in legal education and community outreach, speaking at workshops on family law topics and volunteering with local organizations. Clients appreciate her transparent communication, unwavering advocacy, and commitment to achieving the best possible outcomes for their families. A tireless advocate for children, Kimberly received specialized training at the Montgomery County Child Advocacy Project, where she volunteers as a child advocate representing abused and neglected children. She also provides pro bono and low-cost family law consultations through the Women’s Resource Center of Delaware County, where she is the Legal Coordinator.
Andrew Kelly, ABV, CFE, MAFF
Mr. Kelly is a Director on RSM US LLP’s Financial Investigations and Dispute Advisory Services team based in Philadelphia, Pennsylvania. In his current role, Mr. Kelly serves as a financial forensics expert witness and litigation consultant with concentrations on valuation, financial analysis, and forensic accounting services. He provides these services for a broad range of engagements involving business and asset valuation and appraisal, economic damage assessment, financial forensic and fraud investigative accounting, and litigation support for individuals, closely held companies, public and private businesses, investment funds, attorneys, and others. He has qualified as an expert witness in the Commonwealth of Pennsylvania, State of New Jersey, and State of Delaware. In addition to his professional role with RSM, Mr. Kelly served as the 2019 and 2020 Philadelphia Market Chair of the RSM Birdies Fore Love Charitable Foundation, benefitting Children’s Hospital of Philadelphia and the Greater Philadelphia Chapter of the Leukemia and Lymphoma Society. Mr. Kelly continues his efforts to support of the Leukemia and Lymphoma Society as a member of the Greater Philadelphia Chapter’s Light the Night Executive Committee (past 2022 Executive Challenge Chair) and a member of Eastern Pennsylvania & Delaware Region Leadership Development Committee.
Elizabeth J. Billies, Esq.
Ms. Billies is a Partner at Dischell, Bartle & Dooley, PC, in Lansdale and concentrates her practices in all aspects of family law. Prior to her current position, she was law clerk for the Honorable Susan Devlin Scott of the Bucks County Court of Common Pleas, the former President Judge and Administrative Judge of Family Court. She has contributed articles to the Pennsylvania Family Lawyer and has presented on various family law topics at the Pennsylvania Bar Association, PBI as well as on family law related podcasts and webinars. You can also find her writings on her blog, The Divorce Lawyer Life. Ms. Billies received her B.A. from University of Wisconsin-Madison and her J.D. from Villanova University School of Law.
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