XPX South Florida: Lunch & Learn Case Study Chapter 2: Valuation and Operational Efficiencies – Buyer and Seller Considerations (Hybrid)

Please join XPX South Florida for the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we will be focusing on calculation and enhancement of business value. Our panel will discuss three methodologies of valuation: asset, market and income approaches.

Click here to download the case study & here to dowload the financial statements.

Presenters:


Jay Reardon
Director of Valuation Services
RSM US LLP

Jay is a Director in the valuation services practice at RSM with 17 years of experience. Jay provides business valuation services for estate and gift tax purposes, management planning, corporate restructuring, and valuations for financial reporting purposes. Jay is an Accredited Senior Appraiser (ASA) in Business Valuation from the American Society of Appraisers. 

Jonathan Kudary
Director of Valuation Services
Daszkal Bolton

Jonathan is a Director in the Business Valuation Department at Daszkal Bolton. Jonathan’s background includes valuation, transaction advisory, intangible asset and corporate planning for businesses in all industries. Jonathan’s ten years of experience include time with Deloitte and Cherry Bekaert.

Tara A. Marino
Managing Director
CohnReznick

Tara A. Marino, ASA, is a Managing Director in the valuation advisory services practice at CohnReznick with more than 15 years of experience. Tara provides valuations of entire businesses, business interests, equity securities, and intangible assets for financial reporting, tax, and advisory purposes including, purchase price allocations (ASC 805, Business Combinations), goodwill and other indefinite-lived asset impairment (ASC 350, Intangibles – Goodwill and Other), common stock valuations (ASC 718, Compensation - Stock Compensation and IRC 409A), estate and gift tax, and strategic planning.

Moderator:

John Archer
Tax Partner
RSM US LLP

AGENDA:

Arrival/Check in - 11:45 AM to 12:00 PM
Program- 12:00 PM to 1:30 PM (Presentation, 25min breakout + optional networking afterwards)

Registration Fees for (Live & Virtual):

XPX South Florida Members in good standing – $30.00 so join Today!
Other XPX Chapter Members – $35.00
Non-Members – $40.00

Live event participants will be provided lunch (sandwich/salad).

Virtual participants who register by March 22, 2022 at 4:00 PM/EST will receive a $15.00 gift card by email to purchase their own lunch.  Connection details sent upon registration.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.