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

Overview:

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 include:

  • 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.

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)

Speaker Panel:

Keith S. Balla, Partner
PKF O'Connor Davies

Keith S. Balla has more than 25 years of experience in financial disputes, commercial damage calculations, fraud investigations, contract disputes, operational and efficiency reviews, valuations and business succession planning.

Keith is involved with the Firm’s Government and Business Litigation groups. His in-depth auditing and investigative accounting background extends to clients in both the public and private sectors.

A frequent speaker, Keith shares his forensic investigating knowledge with others and has appeared on several broadcast news segments as an authority on various tax and white-collar crime investigation issues. He is also part of an array of accredited industry and law organizations in New Jersey.

Christopher DeBaere, CFA, Principal
Valuation Expert

Archway Research Group LLC

Christopher DeBaere is an expert in the valuation of technology-related businesses and intellectual properties.  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 valuation issues, as well as damages in intellectual property and commercial disputes.

In addition to serving as a Principal at Archway Research,

Mr. DeBaere has instructed at the Harvard University Extension School teaching Business Valuation at the graduate level. He has a B.A. in Economics and Art History from Williams College.  Mr. DeBaere earned his M.B.A. from the F. W. Olin Graduate School of Business at Babson College. Mr. DeBaere holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA institute and the CFA Society of Boston.

Agenda:

SEGMENT 1:

Keith S. BallaPartner

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

Date & Time:

Tuesday, July 18, 2023

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

Who Should Attend:

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

Keith S. BallaPartner
PKF O'Connor Davies
Christopher DeBaere, CFAPrincipal
Valuation Expert
Archway Research Group LLC

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