Get the free Preliminary Ination Questionnaire for Expert Witness template

What essential personal information do need?

• Provide your full legal name as it appears on official documents.
• Clearly specify your current business role or function.
• Include the full address where you practice or work.
• State if you operate in a private capacity or as part of a larger institution.
• Indicate the number of years you have been practicing in your profession.
• Provide a brief overview of your job responsibilities in simple terms for clarity.

How do outline my professional training and qualifications?

• Mention all relevant training programs or courses completed in your specialty.
• List the undergraduate institution you attended and any degrees earned.
• If applicable, specify if you attended graduate school and note the institution name.
• Provide details of all academic degrees held, including the fields of study.
• If applicable, describe any thesis written in your field alongside its publication status.

What should include about certification and licensure?

• State whether you are certified and by which professional organization.
• Include the date you received certification to establish its relevance.
• Explain the requirements or criteria needed to achieve certification.
• Indicate if you hold a professional license and provide necessary details.
• Clearly state if any examinations were necessary for obtaining your license.

How do detail my memberships and affiliations?

• List all societies or organizations of which you are currently a member.
• Explain what criteria are necessary for joining these organizations.
• Name any educational or professional institutions you are affiliated with.
• Detail any titles or positions held within these organizations.
• Describe your roles or experiences with committees related to membership evaluations.

What should mention about my publications and lectures?

• Provide titles of articles or books you have authored or contributed to.
• Indicate who published your works to give context to your contributions.
• Mention any experience you have had lecturing in business valuations or relevant topics.
• Briefly describe topics you have presented during lectures to highlight your expertise.