Chaffe & Associates | Investment Bankers

Presentations

Name of Presentation:	Date Presented:	Presented to:	Presenter:

Mastering Mergers & Acquisitions	October 21, 2010	National Business Institute	G.F. Gay LeBreton

Valuation Opportunities in Estate & Gift Taxation	November 2009	2009 Business Valuation Workshop	Vanessa B. Claiborne
Tax Affecting S Corporations	November 2009	2009 Business Valuation Workshop	Riley J. Busenlener

Practical Estate Freezes in a Low Interest Rate Environment	November 2009	18th Annual Tulane Estate Planning Institute	Vanessa B. Claiborne

Putting a Price Tag on Your Business: The $$ and Sense.	February 2009	National Association of Senior Move Managers	Vanessa B. Claiborne

Estate and Gift Valuation Update	November 2008	Business Valuation Workshop	Vanessa B. Claiborne

BV Standard Update: SSVS Report Writing	November 2008	Business Valuation Workshop	Vanessa B. Claiborne Marc S. Katsanis Riley Busenlener

Valuing a Small Business	October 2008	Greater New Orleans Financial Planning Association	Vanessa B. Claiborne

Business Exit Strategies	May 2008		D.B.H. Chaffe III; Sherwood Briggs; Vanessa B. Claiborne; G.F. Gay LeBreton

SFAS 157 and Fair Value Accounting			Riley J. Busenlener Vanessa B. Claiborne Marc S. Katsanis

Valuation in a Merger & Acquisition Setting	April 2008	2008 Controllers Workshop	Vanessa B. Claiborne

ESOP: The Basics	April 2008		Vanessa B. Claiborne

ESOPS: Exits, Acquisitions, and Growth	April 2008

Fraud in Business Valuation	April 2008	Tulane University Freeman School of Business	Vanessa B. Claiborne

Wealth Transfer Opportunities	January 2008	Tulane Family Business Forum	Vanessa B. Claiborne

Overview of Valuations of Business Interests for Estate and Gift Taxation	January 2008	Estate and Business Planning Council of Baton Rouge	Vanessa B. Claiborne

Financial Statement Analysis	November 2007	Lorman Educational Services	Riley Busenlener, Vanessa B. Claiborne & Marc S. Katsanis

Family Limited Partnerships	August 2007	LCPA	Vanessa B. Claiborne

Practical Insights on Establishing and Defending Valuations	September 2006	Tulane Tax Institute	Vanessa B. Claiborne

The Nuts and Bolts of Business Torts		2006 ATLA Annual Convention - Seattle Business Torts Section	Vanessa B. Claiborne

Business Values Post Katrina	May 2006	New Orleans Estate Planning Council	Vanessa B. Claiborne

Do you know what your business is worth?	May 2006	Tulane Family Business Center	Vanessa B. Claiborne & G.F. Gay LeBreton

Valuation in a Business Exit	May 2005	Lorman Education Services	Vanessa B. Claiborne

Use of ESOPs Business Exit Strategies	May 2005		Vanessa B. Claiborne

Auditor's Approach to Fair Value	January 2005	LPCA - New Orleans Chapter	Vanessa B. Claiborne & Marc S. Katsanis

Market Approach	November 2004	Business Valuations - LSCPA	Vanessa B. Claiborne

Digging through the Footnotes: Stock Options, Pensions, & Other Red Flags	December 2002	Financial Analysts of New Orleans	Marc S. Katsanis

Valuation for ESOP Purposes	November 2002	National Center for Employee Ownership	Vanessa B. Claiborne & Marc S. Katsanis

Taking a Business Public	October 2002	American Society of Women Accountants	Vanessa B. Claiborne

Stock Options	August 2002	ASWA	Vanessa B. Claiborne & Marc S. Katsanis

Peering into a Company's Equity Structure	April 2002	National Center for Employee Ownership	Marc S. Katsanis

Valuation of Intellectual Property	December 2001	Louisiana State Bar Association - Intellectual Property Law Section	Vanessa B. Claiborne

Buying or Selling a Community Bank	September 2001	Texas CPAs	Sherwood G. Briggs

FASB 141 & 142	September 2001	LCPA - New Orleans Chapter	Vanessa B. Claiborne & Marc Katsanis

Valuation of Restricted Stock and Employee Stock Options			Vanessa B. Claiborne & Marc S. Katsanis

Valuation of Employee Stock Options			Vanessa B. Claiborne & Marc S. Katsanis