How to Analyze a Book of Business

When: 13-Jun-2017 12:00pm - 1:00pm

Where: Century Square Building, 1501 Fourth Avenue, Seattle WA 3rd floor Alki Conference Room


In this presentation, Mr. Kessler will explain how to analyze a book of business. He will discuss business valuation metrics, approaches to value, and how to determine if your client’s business is worth valuing. Attendees will learn how the experts determine value and how to challenge the experts (Mr. Kessler is a qualified expert witness in King, Kitsap, Kittitas, Snohomish, Jefferson, Yakima and Pierce Counties).

Presented by Steven J. Kessler, C.P.A., A.B.V., C.V.A., MKD CPAs, PLLC

The primary focus of Mr. Kessler’s practice is litigation support and taxation services. He has significant expertise in the area of taxation, business valuations, pension valuations, and litigation services particularly for family law cases. Mr. Kessler is a qualified expert witness in King, Kitsap, Kittitas, Snohomish, Jefferson, Yakima and Pierce Counties. Mr. Kessler earned his Bachelor of Arts Degree in Accounting with honors from Seattle Pacific University in December 1983. He received a Master of Science Degree in Taxation from Golden Gate University in June 1986. Mr. Kessler has earned the designations Accredited in Business Valuation (ABV), Certified Valuation Analyst (CVA), Certified in Financial Forensics (CFF) and Diplomat of American Board of Forensic Examiners (DABFE). Member of the American Institute of CPAs, The Washington Society of CPAs, National Association of Certified Valuation Analysts, American Society of Appraisers (Candidate Member), Seattle Estate Planning Council, Seattle University Planned Giving Committee, Past Member of University of Washington Planned Giving Committee, Past Board Member of Blanchet High School, Past President and Board Member of Sea-Tac Occupational Skills Foundation, Past Board Member of Lifetime Learning Center and Aha! Theatre.

Cost: Free

Credit: 1.0 Live


There are a limited number of seats. To reserve yours, email or call 206-625-9600. Please include the name of the CLE(s), your name, state bar number, and email address on your RSVP.

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