PLAY RECORDING

Broadcast Date: Tuesday, March 22, 2022
from 12:00 pm to 1:00 pm (ET)

Overview:

Financial transactions, shareholder disputes, and strategic planning and are only some of the contexts in which business valuation plays an important, and often contested, role.  Shifting financial conditions and evolving regulatory landscapes add to these complexities.  As a result, it is important to understand and implement the key components of any valuation engagement. Furthermore, advisors can avoid blind spots in their analyses and mitigate risk by efficiently addressing important aspects of the valuation process.

In a LIVE Webcast, Todd Patrick, a national leader of the Tax Value Solutions team (Grant Thornton LLP), and Christopher DeBaere, a business valuation expert (Hoffman Alvary & Company LLC) will discuss significant issues and latest insights in business valuation in a variety of contexts, including best practices to mitigate risks.

Key topics include:

  • Key Areas of Disagreement in Litigation Disputes
  • Presenting Competing Valuations to Juries
  • Components of Successful Valuation Engagements
  • Best Practices to Avoid Blind Spots and Mitigate Risks
  • An Outlook

Learning Objectives:

  • Determine how to ensure valuation engagements run smoothly and how to avoid errors and inconsistencies when rendering a valuation conclusion and executing an effective quality assurance process
  • Identify business valuation issues during shareholder disputes and other key areas of disagreement

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:

149448

 

NY Category of CLE Credit:

Areas of Professional Practice

 

NASBA Field of Study:

Business Law – Technical

 

Total Credit:

1.0 CLE

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

Speaker Panel:

Todd Patrick, National Managing Principal
Grant Thornton LLP

Todd Patrick is a Principal in the Corporate Value Consulting practice and the national leader of the Tax Value Solutions team. Tax Value Solutions professionals work with management teams to identify tax strategies, assess and quantify the connections between shareholder value and these strategies, and issue opinions of value. Todd brings his extensive experience to the valuation of businesses and their underlying intellectual property and intangible assets.  For more than twenty years, he has assisted clients with business enterprise valuations, common and preferred stock valuations, mergers and acquisition analysis, trade name and patent portfolio valuations. His clients have ranged from multinational corporations to start-up companies. Todd has advised clients for financial and tax reporting, litigation support and strategic planning purposes.

Christopher DeBaere, CFA, Principal
Hoffman Alvary & Company LLC

Chris DeBaere is an expert in the valuation of intellectual properties and technology-related businesses.  With extensive experience working for pharmaceutical and biotechnology companies, software and hardware developers, and consumer products companies, Mr. DeBaere specializes in analyzing complex transactions and determining damages in intellectual property and commercial disputes.

Mr. DeBaere prepares business and intellectual property valuations for transactions and litigated matters, including shareholder freeze-outs and bankruptcy proceedings.  He has particular experience valuing interests in privately-held entities with complex capital structures.  Mr. DeBaere also assists patent holders in developing licensing and monetization strategies, and he is regularly engaged to value patents and other intellectual properties.

Agenda:

Todd PatrickNational Managing Principal

Grant Thornton LLP

  1. Key components of any successful valuation engagement
  2. How to avoid blind spots when rendering a valuation conclusion (risk mitigation)
  3. Developing and executing an effective quality assurance process (risk mitigation)

Christopher DeBaere, CFA Principal

Hoffman Alvary & Company LLC

  1. Key areas of disagreement in valuation disputes
  2. Small changes in subjective variables can have large effects on value
  3. Presenting competing valuations to juries and other triers-of-fact

Date & Time:

Tuesday, March 22, 2022

12:00 pm to 1:00 pm (ET)

Materials:

Download Course Materials

Who Should Attend:

  • Corporate Attorneys and Litigators
  • Valuation Advisors and Analysts
  • Finance Executives
  • Chief Financial Officers
  • Financial Analysts
  • General Counsel

SPEAKERS

Todd PatrickNational Managing Principal
Grant Thornton LLP
Christopher DeBaere, CFAPrincipal
Hoffman Alvary & Company LLC

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