Originally presented at the Alabama Bankers Association CEO Conference in Point Clear, Alabama, in this session, Jeff K. Davis, CFA addresses the following objectives: Framing the Questions Valuation Framework Concept of Earning Power Reconciling P/TBV and P/E How Institutional Investors View … Continued
Originally presented at the 2019 AAML/BVR National Divorce Conference in Las Vegas, in this session, Chris Mercer delves into more than 30 years of experience presenting complex valuation and damages issues to judges and juries.
Lucas Parris, CFA, ASA-BV/IA, vice president, co-presented the session, “Employee Benefits Agency Consolidation and Valuation” with Mike Strakhov(Live Oak Bank) at the 2019 Workplace Benefits Renaissance Conference in Nashville, TN (February 20-22,2019).
Jay D. Wilson, Jr., CFA, ASA, CBA, Vice President, presented “How to Value an Early-State FinTech Company” at the ICBA ThinkTech Accelerator on February 28th, 2019 in Little Rock, Arkansas.
Karolina Calhoun, CPA/ABV/CFF, Vice President, presented “How to Value a Business & Situations That Give Rise to a Valuation” at the Tennessee Society of CPAs West Tennessee Chapter monthly meeting in Jackson, TN. The valuation of a business can be a complex … Continued
This session helps banks develop a fintech strategy to enhance profitability, efficiency, shareholder value and customer satisfaction.
This presentation was delivered by Scott A. Womack, ASA, MAFF and Cheryl C. Panther, CPA/PFS, ADFA/CDFA (Panther Financial Planning) 19th Annual Networking and Educational Forum hosted by the International Association of Collaborative Professionals. This session, “Creativity in Financial Elements of a Collaborative Divorce,” is described … Continued
This presentation was delivered by Karolina Calhoun, CPA/ABV/CFF at the AICPA 2018 Forensic & Valuation Services Conference. Learning objectives include: Identify and Classify Assets & Liabilities to include on marital and separate balance sheets: Examine documentation and accuracy of the support Assemble … Continued
Tim R. Lee, ASA delivered the presentation, “Control Issues in ESOP Purchase Transactions” at the 2018 Las Vegas ESOP Conference and Trade Show hosted by The ESOP Association (November 8-9, 2018). A description of Tim’s session can be found below: Many ESOP purchase transactions … Continued
This presentation was delivered by Z. Christopher Mercer, FASA, CFA, ABAR at the AICPA 2018 Forensic & Valuation Services Conference. A short description of the presentation can be found below: How substantial is tax reform’s effect on business valuation? There has been a … Continued
This presentation, delivered by Z. Christopher Mercer, FASA, CFA, ABAR at the AICPA 2018 Forensic & Valuation Services Conference, covers when and why an active passive analysis is needed, how these analyses are typically done, and the importance of working with engaging counsel for … Continued
This presentation, originally delivered by Z. Christopher Mercer, FASA, CFA, ABAR at the Fairfax Bar Association’s Annual Conference in October 2018, discusses the intrinsic value standard of value in Virginia divorce-related valuations of closely held business assets. Additionally, this presentation … Continued
This session addresses the relationship between depreciation (and amortization) and EBIT as one measure of relative capital intensity.
This presentation will review the factors that impact bank valuations in the private, public and M&A markets and look at how the pricing cycle has evolved the past 25 years and ask the question: how is it different this time?
Significant Corporate Changes Corporate valuations are a function of expected cash flows, risk, and growth. While the reduction in tax rates triggers the most obvious revision to expected cash flows, other provisions of the bill may also significantly influence cash … Continued
Hidden behind the veil of the private market, an early-stage FinTech company’s value can seem complex and obscure. However, it doesn’t have to be that way.
In the webinar, Travis explored ways to bring market evidence to bear in evaluating the reasonableness of WACC estimates.
Travis W. Harms, CFA, CPA/ABV, Senior Vice President, presented Valuing Investments in Start-Ups at the AICPA’s 2017 Forensic & Valuation Services Conference November 15, 2017, in Las Vegas, Nevada. An explanation of Travis’ presentation, Valuing Investments in Start-Ups, is available below: For many early-stage companies, traditional … Continued
In this presentation, Chris Mercer shares how to prepare for and conduct yourself in depositions, and how to understand and organize expert witness engagements.
Unless your client has had their buy-sell agreement reviewed from a valuation perspective, they don’t know what it says. This comes as a surprise to many – an often unpleasant surprise as too many find themselves caught up in unexpected … Continued
Timothy R. Lee, ASA, Managing Director, moderated an educational session on the importance of due diligence regarding financial projections at the ESOP Association’s 2017 Las Vegas ESOP Conference & Trade Show. Phillip Chou, managing director at AmbroseAdvisors, and Erin Hollis, ASA, CDBV, director of Dispute Resolution … Continued
Originally presented at the ASA’s 2017 Advanced Business Valuation Conference. In his session, Jeff reviewed the business model for banks and other financial institutions and how the model differs from that of non-financial institutions. He reviewed various valuation methodologies for financial institutions … Continued
Originally presented at the ASA’s 2017 Advanced Business Valuation Conference. Through a case study approach, Travis W. Harms, Senior Vice President, helped attendees develop a greater understanding of the iterative nature of the cost of capital and the firm’s capital structure, how to … Continued
In this webinar, Matt Crow and Brooks Hamner, help RIA management learn the value of their investment management firms & understand valuation concepts.