Stay at your workstation and experience a virtual presentation!
Presentation:
Valuation and Succession
Presenter:
John C. Waybright, CPA/ABV, CMA, ASA, CGMA | Principal
Valuation and Transaction Advisory Services
Rehmann
Date/Time:
Wednesday, October 16th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation has been approved for 1 CFP CE!
About the Presentation: The presentation will provide an overview of business valuation for closely-held businesses and the key drivers of value.
Learning Objectives:
- Provide an overview of the most common reasons driving the need for a valuation of a closely held business interest.
- Discuss the three Valuation Approaches and the various methods used for each approach.
- Provide insight into the typical normalization adjustments made to reported earnings.
- Discuss discounts that are applied to non-controlling interests in closely held businesses.
- Discuss key drivers of value and analysis of business operations.
- Provided an overview of different succession strategies.
About the Presenter - John Waybright:
With a focus on closely-held, middle market companies, John provides valuation services, specializing in business valuations for financial reporting and estate & gift tax purposes. John also performs M&A due diligence services for both buy-side and sell-side projects.
SERVICE AREAS:
- Business valuations
- Transaction advisory services
- Litgation support
- Management consulting
EXPERIENCE:
John brings a total of over 35 years of experience to Rehmann in business valuation, transaction advisory services, financial reporting, and litigation support. John spent 6 of these years in the corporate world where he was also responsible for management accounting, performance measurement, financial planning & analysis, supply chain finance, and due diligence for the sale of the company.
Nearly 30 years of John’s experience has been in supervisory and managerial roles. John has spent the last 10 years of his career focused solely on consulting projects in the areas of business valuation, transaction advisory services, litigation support, and management consulting.
A CLOSER LOOK:
- John has presented and participated as a panel member several times covering a variety of topics including business valuation, M&A due diligence, financial reporting, and management accounting.
- John is an active member of the Association for Corporate Growth (ACG).
- John is also a member of the Appraisal Issues Task Force of the Appraisal Foundation.
