FVC2135 - Tricky Valuation Issues

Description

This distinguished panel will tackle the tricky part of valuation by addressing the tough issues, Including:

• Discounts and premiums for minority and control valuations
• What tax rates to use in an S Corp valuation?
• Are S Corp premiums valid?
• Cost of capital resources and reliability
• What does company specific risk really capture?
• How to determine long-term growth
• Valuation reliability before, during, and after COVID
• The market approach before, during, and after COVID
• A new look at premises of value
• Financial forecasts in periods of great uncertainty
• Is there really an optimal capital structure?
• What is normal in normalization adjustments in minority and control valuations?
• The tension between “known or knowable,” subsequent events, and hypothetical conditions under SSVS and USPAP

Learning Objectives:

• Address tough valuation issues faced by our profession
• Discuss various valuation inputs and their implications in current environment

Speaker(s):

• James R. Hitchner, CPA/ABV/CFF, ASA, Managing Director, Financial Valuation Advisors

​Speaker - Virtual(s):

• Mr. Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Partner, Keiter

Speaker(s):

• Chris Mercer, FASA, CFA, ABAR, Chair, Mercer Capital
• Stacy P. Collins, CPA, ABV, CFF, Managing Director, Financial Research Associates