Manage episode 337076384 series 3379459
Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I provide online valuation services for mediation and litigation, based in St. Louis, Missouri.
Today we will be discussing Pandemic Economy and Divorce with Josh Shilts and Patrick Kilbane.
Joshua’s practice is focused complex financial matters and disputes. He is a frequent lecturer on a variety of forensic accounting matters. He has been involved with hundreds of forensic investigations dealing with matters involving personal and business disputes as well as the identification and mitigation of fraudulent activities. Mr. Shilts has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. He has been qualified as an expert and testified in State and Federal courts. Josh is a forensic valuation expert and offers tax advice in the state of Florida.
Pat is a wealth advisor with nearly a decade of experience in helping clients coordinate their wealth management plans. Further, he is the General Counsel for Ullman Wealth Partners. He handles all legal issues for the firm and points clients in the right direction regarding any legal issues they may have. Pat is the Director of Divorce Advisory Group. In this role he assists, guides, and supports our clients before, during, and after they begin the dissolution of marriage process. He ensures our high-net-worth clients make wise financial decisions at all stages of the divorce process. By leveraging Pat’s wealth of family law experience and his Certified Divorce Financial Analyst designation, clients of Ullmann Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process.
Welcome Josh and Patrick!
- How have you seen divorce shift during the pandemic?
- What are some interesting economic factors you have seen influence business valuations in divorce?
- Have you seen supply chain issues affecting cost of goods sold or inventory in business valuations for divorce?
- Should we be preparing for a correction in the market?
- When one or both spouses are business owners, how does capital gains affect a divorce?
- Typically, what is a financial neutrals role in a divorce case? Does the role change if the divorce is in mediation or litigation?
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
Cell: (314) 541-8163
(844) 850-6166 x101
Patrick J. Kilbane
General Counsel & Wealth Advisor
Ullmann Wealth Partners
1540 The Greens Way │ Jacksonville Beach, FL 32250
P: 904.280.3700 │ F: 904.280.3785