XPX CT: Business Valuations

When
January 22, 2016
7:30 AM - 9:30 AM
Location
Westport Inn, 1595 Post Road East, Westport, CT

Registration

CT Members
Non-members – $75.00
Non-members Early Bird – $60.00
XPX Members from other XPX Chapters – $55.00
XPX Members from other XPX Chapters Early Bird – $40.00

Registration is closed

Business Valuations – What is the business really worth?

When reviewing a business valuation prepared by an independent third party, which assumptions, methodologies, underlying data, etc. should be critically examined by the end user? Our valuation experts will go through the basics of valuation to help the management of PeopleCo better understand the individual components of the valuation analysis, as well as provide insight on how to assess the quality and reliability of the analysis. The presentation will review the primary methodologies used in a valuation assignment, as well as some of the key questions to ask and issues to watch out for when reviewing the valuation, such as:

Strategic vs. Fair Market Value
Typical normalization adjustments and when they should be applied
How previous transactions in company stock can affect value
Timing of gifts with a potential sale
Discounts to value related to minority interests
When planning for an exit should start and what aspects should be considered from a valuation standpoint

Panelists
Mark Campbell, Partner, BlumShapiro
T.J. Hope, Director, SRR

Click here for the Case Study.

(Meeting date changed from 1/15 to 1/22.)

Investment
XPX CT Members in good standing are complimentary.
Non-members early bird through 1/20: $60
After 1/20: $75