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Date / Time / Location

Thursday, September 27, 2018
8:00 AM - 4:00 PM
Registration: 7:30 AM

APA Hotel Woodbridge120 Wood Avenue South
Iselin, NJ 08830

CPE Credits

  • 8.00 CPE Credits in SK

Package Pricing

Live Conference Registration (E-Materials)
  • $269.00 - Member
  • $369.00 - Non Member
Webcast: New for 2018! Attend this conference virtually.
  • $269.00 - Member
  • $369.00 - Non Member
Gather with experts in the fields of business valuation and litigation services to discuss current issues, techniques and pitfalls to avoid.

Designed For

CPAs, attorneys, business valuation experts, forensic accountants, appraisers and other financial professionals should attend this conference.



Registration and Breakfast

Welcome and Opening Remarks

Business Valuations: What Does Warren Buffet Say?
Michael Carter – Founder and CEO, BizEquity
According to the SBA Office of Advocacy, there are almost 30 million small businesses in the U.S., with CNBC estimating that a third of these will embark on the sales process in the next 15 years. Despite this huge market opportunity, there are only 7,800 certified valuation professionals in the U.S. according to the NACVA. In this session we will provide an overview of how a current business value should form the basis of any informed decision regarding expansion, and succession planning and achieving maximum value upon exit.

How the Tax Act Impacts Valuations
Donald J. DeGrazia, CPA/ABV/CFF – Gold Gerstein Group LLC
The Tax Cuts and Jobs Act is having a significant impact on how practitioners are conducting valuations. Learn the changes to the tax law that are impacting valuations and discover new methods for approaching and applying these changes.

Morning Break

Valuation and Financial Considerations for Craft Breweries.
Derek Groff, ASA, CFE – Moss Adams
There are several key factors involved in determining the value of a brewery’s business. Learn the primary financial and valuation drivers in the beer industry as well as understand how different liquidity events may impact a brewery’s value.
  • Craft beer industry overview
  • Beer Valuation 101
  • Key valuation drivers
  • Understanding different types of liquidity events and their impact on valuation
  • Breweries and the M&A process
  • What’s next for the beer industry?
Avoiding Valuation Surprises in Accounting for M&A Transactions – Top 10 Issues
PJ Patel, CFA, ASA – Senior Managing Director & Co-CEO, Valuation Research Corporation (VRC)
There are a number of key valuation issues that need to be addressed in accounting for M&A transactions. PJ Patel of Valuation Research Corporation will discuss the various valuation issues that deal teams, tax and accounting groups need to identify and address in accounting for an M&A transaction
  • Determining the purchase price considering deal structure and components of the consideration paid
  • Identifying the assets and liabilities acquired and what needs to be valued
  • Reviewing recently updated best practices in valuing inventory, deferred revenue and customer assets
  • Understanding the current environment - scrutiny from senior management, auditors, the SEC, PCAOB and other stakeholders

Determining Marketability of a Company by Utilizing Regression Analysis Techniques
Todd Povlich, CFA, ASA – Management Planning Inc.
One of the most important components of any business valuation involving a closely held company is the adjustment typically necessary for lack of marketability. MPI partner Todd Povlich will discuss the firm’s latest marketability discount study, which is built on over 2,000 private placement transactions spanning 30 years and contains a multiple regression model that explains a substantial portion of the variation in discounts as a function of nine company, market and transaction specific factors.

Bankruptcy, Litigation and Uncovering the Fraud
Anthony R. Calascibetta, CPA – EisnerAmper LLP
David H. Stein, Esq. – Wilentz, Goldman & Spitzer, P.A.

This program will cover the different forms of bankruptcy, the role of a trustee or fiduciary in finding and recovering assets, the role of an accountant in the context of the investigation and detecting the nature and extent of a fraud in a financially troubled business.

PM Break

Bitcoin’s Role in FVS
Christopher M. DeMayo, CPA, MBA – WithumSmith+Brown, PC
What does Bitcoin mean for valuations and matrimonial disputes? Is a business accepting bitcoin worth more than a competitor who doesn’t? How do you value crypto assets during a divorce case when the price fluctuates so frequently? These are the questions that FVS experts are being asked more and more. This session will cover the basics of cryptocurrencies and the potential impact it will have on the profession.



Advance Preparation

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Derek Groff

Derek Groff, ASA, CFE
Director, Valuation Services
Moss Adams LLP

Derek has been providing financial advisory services to companies and business owners since 2001. He advises on complex valuation issues for tax compliance, financial reporting, mergers and acquisitions, strategic planning, and litigation support. He currently leads Moss Adams’ valuation practice in Denver and works with both breweries and distributors on raising capital, strategic M&A situations, ESOPs, stock issuance, and litigation/shareholder disputes. Derek has advised on over 50 equity and M&A transactions totaling over $15 Billion in value. In a prior lifetime, Derek was an investment banker, winery owner, and competitive tennis player. His favorite beer is anything that fills up an empty pint glass (except Old Milwaukee’s Best).

PJ Patel

PJ Patel, CFA, ASA
Senior Managing Director & Co-CEO
Valuation Research Corporation

P.J. Patel – CFA, ASA – has over 20 years’ experience in support of mergers and acquisitions and is well known in the M&A community, P.J. is also a notable speaker, including the AICPA SEC conference, an annual valuation conference in Milan, and expert panels of the American Society of Appraisers.

He is the current chair of the Appraisal Institute Task Force. The AITF includes active representation from the SEC. His recent work included developing the ‘Best Practices Guide for the Valuation of Customer Related Assets,’ and well as the “Distributor Method” of valuing customer relationships – which was released in 2016 as industry guidance by the Appraisal Foundation

Todd Povlich

Todd G. Povlich, CFA, ASA
MPI Business Valuation & Advisory

Todd is a Partner at MPI and is based in the firm’s New York City office. Since joining MPI, Todd has determined the value of closely held securities of companies and partnerships in many industries for a variety of purposes, including estate and gift tax, income tax, matrimonial proceedings, Employee Stock Ownership Plans, corporate planning and restructuring, financial reporting, sale, merger, stock purchase plans and buy-sell agreements. Todd has prepared valuations of closely held operating companies, asset holding entities, as well as other securities such as undivided interests in real estate, closely held promissory notes and preferred stock. Todd has experience in a variety of industries, but specializes in the valuation of traditional asset management firms, alternative investment management companies and securities tied to future cash flows based on carried interest or promote. The valuation analyses and reports prepared by Todd have been used for presentations to management, directors and stockholders of client companies, as well as to attorneys, accountants, other fiduciaries and the Internal Revenue Service. Todd is a member of the Board of Directors of both Management Planning, Inc. and MPI Securities, Inc.

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