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Keith S. Balla
Partner | PKF O'Connor Davies
Christopher DeBaere, CFA
Principal, Valuation Expert | Archway Research Group LLC

Exploring the Business Valuation Landscape: Key Considerations | On-Demand Webinar

Broadcast Date: Tuesday, July 18, 2023 from 12:00 pm to 1:00 pm (ET)

Over the past years, businesses across all industries have experienced various changes and challenges in valuation due to the constantly changing market. Several factors, including geopolitical issues, the COVID-19 pandemic, difficulties in workforce management, and inflation, continue to contribute to these difficulties. These complex factors, among others, require careful consideration and a deep understanding of key valuation principles.

Valuation experts and other practitioners should stay nimble and updated to avoid risks, make well-informed decisions, and maintain business operations at the highest levels.

Listen as experienced valuation professionals Christopher DeBaere, CFA (Archway Research Group LLC) and Keith S. Balla (PKF O’Connor Davies) provide a comprehensive discussion of the latest trends, issues, and challenges in valuation. Speakers, among other things, will offer practical tips and strategies navigating valuation in the shifting business environment.

Key Topics:

  • The Current Landscape of Business Valuation: Notable Trends and Updates
  • Identifying Factors Affecting Business Valuation
  • Understanding Critical Considerations in Valuing Business
  • Valuing Lost Profits vs. Lost Business Value
  • Practical Tips and Strategies
  • What Lies Ahead

Learning Objectives:

  • Analyze the latest trends, issues, and challenges in business valuation and how they impact the valuation process.
  • Understand the key factors that affect business valuation, including geopolitical issues, workforce management difficulties, and inflation.
  • Gain insights into the latest techniques and methodologies used by valuation experts and other practitioners to assess business value accurately.

Agenda:

SEGMENT 1:

Keith S. Balla, Partner, PKF O’Connor Davies

  1. Understanding the business and opportunities for increased value and sale
  2. Key driving factors of value and a saleable business
  3. Income and expenses adjustments affecting valuations

SEGMENT 2:

Christopher DeBaere, CFA, Principal, Archway Research Group LLC

  • Navigating the tension between lost profits and lost business value
  • Evaluating extent of harm
  • Relevance of subsequent events

Who Should Attend:

  • Corporate Attorneys
  • Financial Lawyers and Advisers
  • Investment Lawyers
  • Valuation Advisors and Analysts
  • Finance Executives
  • Private Equity Managers
  • Financial Analysts
  • General Counsel
Take This Course

CPE Credit:

Course Level: Intermediate

Advance Preparation: Print and review course materials

Method of Presentation: On-Demand Webcast

Prerequisite: General knowledge of business valuation

Course Code: 1410480

NY Category of CLE Credit: Areas of Professional Practice

NASBA Field of Study: Accounting – Technical

Total Credit: 1.0 CPE (Not eligible for QAS (On-demand) CPE credit)