Gather with experts in the fields of business valuation and litigation services to discuss current issues, techniques and pitfalls to avoid.
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.
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
- Identifying the assets and liabilities acquired and what needs to be valued
- Reviewing recently updated best practices in valuing inventory, deferred revenue and
- 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
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.
Request a Reminder
Note: Online pre-registration will be closed 24 hours prior to this event.
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Registrations will be accepted at the door.