Mergers and Acquisitions

Gift and Estate

Thursday, June 24, 2021 10:45 a.m. - 12:25 p.m. ET

Information forthcoming

Information forthcoming


Total CPE: 2
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.

Who Should Attend:

Information forthcoming

Prerequisites:

None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:

None


Forensic Accounting Skills for Transaction Advisory Services Matters

Thursday, June 24, 2021 3:00 p.m. - 4:40 p.m. ET

Information forthcoming

Information forthcoming


Total CPE: 2
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.

Who Should Attend:

Information forthcoming

Prerequisites:

None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:

None

Darrell Dorrell

Darrell  Dorrell

CPA, ABV, MBA, ASA, CVA, CMA, CFF

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Show Me the Money: Real World Valuations in a (Post) COVID-19 World

Thursday, June 24, 2021 4:55 p.m. - 5:45 p.m. ET

COVID-19 has upended the market in ways none of us have seen before. Hypothetical valuations based on traditional financial analysis make no sense in the paradoxical world where certain businesses are fighting for their life while investor dry powder is clamoring for deal flow.  

We will focus on real life valuation scenarios based on our experience in the market—raising capital and advising on M&A transactions. What makes a winner and a loser? Why can certain companies source low single digit debt financing while others cannot find financing at all? What makes a company an attractive acquisition target, and how will buyers calculate their bid? How has COVID-19 changed the landscape? We will bridge the gap between hypothetical and the markets.

After attending this session, attendees will be able to:

  • Identify real life valuation drivers
  • Differentiate between hypothetical textbook valuations and true valuations of arms length transactions
  • Analyze company specific variable that drive value and attract market interest
  • Describe how to conclude on company valuations based on a justifiable market-driven analysis
     

Total CPE: 1
Fields of Study: Finance: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

CEO's, CPA's, attorneys, wealth advisors, commercial lenders, and other trusted advisors.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Kathleen Lauster

Kathleen  Lauster

CFA

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