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Certified Business Valuation Services and Merger & Acquisition Consulting

Events

Title: Adequate Consideration Status Update

Presenter(s):  Trisch Garthoeffner & Greg Caruso

Date:  May 12, 2025

Time:  11 a.m.  – 1 p.m. EST

Place:  Virtual (via NACVA)

Title: Divorce Valuations in the State of Florida

Presenter(s): Trisch Garthoeffner

Date: April 3, 2025

Time: 11:30 a.m. – 1 p.m. EST

Place: Pincher’s Marina at Edison Ford (2360 W. First St, Fort Myers, FL 33901)

Title: Valuations in State of Florida for Association of Family Law Professionals in Fort Myers

Presenter(s): Trisch Garthoeffner

Date: March 6, 2025

Place: Virtual (via  https://aflpnetwork.com/)

Title: Naples City Lifestyle Ladies Luncheon speaker discussing valuation and M&A trends

Presenter(s): Trisch Garthoeffner

Date: October 4, 2023

Place: Del Mar, 494 5th Ave S, Naples, FL 34102

( UT https://www.nacva.com/conferences)

Title: Business Valuation & Financial Litigation Hybrid & Virtual Super Conferences

Presenter(s): Trisch Garthoeffner and Lari Masten

Date: September 21-22, 2023

Title: Business Valuation & Financial Litigation Hybrid & Virtual Super Conferences

Presenter(s): Trisch Garthoeffner and Mark Kucik

Date: April 24-25, 2023

Title: Guest Presenter and co-teacher for the CVA certification program

Presenter(s): Trisch Garthoeffner

Date: December 14-16, 2022

Place: Park City, UT & Fort Lauderdale, FL

Title: Industry Standards and Ethics

Presenter(s): Trisch Garthoeffner

Date: November 22, 2022

Time: 2:00 p.m. EST

Place: Consultants’ Training Institute

Title: The Entrepreneurial CPA Show with C3 Evolution Group, “Tired of Taxes” series

Presenter(s): Trisch Garthoeffner

Date: October 19, 2022

Time: 1:30 p.m. EST

Title: Business Valuations (Lee County Bar Association Real Property, Probate and Trust Law Section of the Florida Bar)

Presenter(s): Trisch Garthoeffner

Date: October 14, 2022

Time: 12:00 p.m. – 1:00 p.m.

Place: Virtual (https://www.leebar.org/civicrm/event/info/)

Title: Business Valuations for Marital Dissolution Purposes (CLE will be offered)

Presenter(s): Trisch Garthoeffner

Date: September 20, 2022

Place: Virtual (https://www.leebar.org/civicrm/event/)

Title: 2022 Business Valuation and Financial Litigation Hybrid Super Conference

Presenter(s): Trisch Garthoeffner

Date: August 17, 2022

Time: 8:30 a.m. – 5:00 p.m. MDT

Place: 500 South Main, Salt Lake City, UT United States 84101

Title: 2021 Business Valuation & Financial Litigation Hybrid & Virtual Super Conference

Presenter(s): Trisch Garthoeffner

Date: December 13-17, 2021

Title: National Association of Certified Valuators & Analysts, Around the Valuation World, “Valuation Dates, NACVA Standards and COVID-19”

Presenter(s): Trisch Garthoeffner

Date: October 19, 2020

Title: Emcee/Financial Expert for the Florida Academy of Collaborative Professionals, “Divorce Choices Webinar Series”

Presenter(s): Trisch Garthoeffner

Date: September 26, 2017, October 3, 2017, and October 10, 2017

Title: National Public Radio (NPR)/WGCU, “Collaborative Divorce Aims to Ease the Burden of Ending a Marriage”

Presenter(s): Trisch Garthoeffner

Date: February 14, 1017

Time: 1:00 p.m. – 2:00 p.m. EST

Title: Lancaster County (PA) Bar Association, “Business Valuation Needs in Estate & Probate”

Presenter(s): Trisch Garthoeffner

Date: June 10, 2015

Title: Above Board Chamber, “What is the Value of Your Business?”

Presenter(s): Trisch Garthoeffner

Date: June 9, 2014