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


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.


Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

On-Demand Webcast



General knowledge of business valuation


Course Code:



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.



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


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
Preventing Ransomware Attacks: A Practical Guide to Enhancing IT Security and Resiliency,
Speaker Preferred Package (Online Payment)
Asbestos Litigation: Demystifying Trends, Developments, and Defense Strategies,
New York Online CLE Bundle
Pennsylvania Online CLE Bundle
California Online CLE Bundle
Supercharging Privilege Review With AI, Analytics, and Automation,
The Hows and Whys of Child Abuse Reporting: A Comprehensive Ethical Guide for Lawyers,
Maximizing Your Innovation ROI: R&D Tax Credits in 2024 and Beyond,
Demystifying Economic Sanctions: Strategies for Success in a Global Economy,
Practical Trademark Perspectives from U.S. and Canadian Counsel,
Effectively Manage KYC Compliance: Keep Up with the Times by Getting Back to Basics,
OFAC Regulations and the Economic Sanctions Compliance Programs: Best Practices,
'Zombie' LIBOR for USD Contracts: Navigating the Critical Issues, ,
Calculating Lost Profits in Construction Claims: A Practical Guide,
False Claims Act and COVID-19 Implications: Key Considerations and Best Practices, ,


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



View Details


View Details


View Details

Join Over 160,000 Professionals Empowering Their Careers

Learn anywhere from over 3000+ live and recorded CLE, CPE & Technology Webcasts.