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Business Valuations Workshop


This intensive two day workshop is designed to provide delegates with a practical understanding of the application of business valuations, including how to advise on the purchase and sale of businesses, tax restructurings and valuation. This fundamental workshop will focus on the accurate application of Discounted Cash Flow (DCF) methodology in practice.
This intensive two day workshop will provide a practical understanding of the application of business valuations including how to advise on the purchase and sale of businesses, tax restructurings and valuation. Take advantage of this opportunity to become familiar with the fundamentals of valuing a business and build your knowledge of the relative strengths of different valuation methodologies. 
This is an interactive session and involves participants undertaking a practical case study. Attendees will be provided with a excel model which will be populated during the session.
Learning Outcomes:
At the end of this workshop you will be able to:
  • Describe the factors that impact a valuation including the standard, premise and purpose of a valuation. 
  • Identify and discuss the various valuation approaches and methods utilised and when each should be applied in practice. 
  • Analyse financial statements using ratios to quickly assess a business and assist in the selection of the appropriate multiple or discount rate.
  • Apply the capitalisation of earnings methodology and identify sources of information for improving your valuations using this method.
  • Apply the discounted cash flow methodology to a case study.
  • Outline the theory and apply appropriate discount rates in practice.
  • Describe what the valuation conclusion means (equity vs enterprise) and how to adjust between these conclusions.
  • Identify the issues involved in valuing fractional interests (minority interest discounts).
Simon Dalgarno FCA:

Simon has worked in the financial valuation industry for almost twenty years, he is a CA BV Specialist and a Fellow of the Financial Services Institute of Australasia. Since joining the Leadenhall consulting practice in 1998 he has specialised in the valuation of businesses and intellectual property. Simon has extensive experience in the valuation of businesses and intangible assets.

Katy Lawrence CA:

Katy joined Leadenhall in September 2014 after six years as an adviser at Deloitte in Financial Advisory Services.

During her time at Leadenhall Katy has assisted both small and large clients, providing valuation advice for financial reporting, taxation, transactional and dispute resolution purposes.

Katy has contributed to the preparation and presentation of a number of seminars on valuation theory and practice for legal and accounting  professionals.

Time:
9 - 5pm
Registration commences at 8.30am

Venue:
Sydney: CA ANZ, 33 Erskine Street, Sydney 

EVENT DETAILS


Topic: Audit & Assurance, Corporate Finance, Reporting

Sub-Topic: Business Reporting, Business Valuation, Financial Reporting, Financial Statement Audit, Internal Audit, Risk Management

Format: Workshop

Proficiency Level: Intermediate

CPD: 13 hours