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Business Valuations Online Workshop

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The ‘how to’ of SME valuations

How to complete a valuation
From fundamentals to specific scenarios

Valuation work is in high demand right now.

The 3-part Business Valuation Online Workshop is a practical work through from the fundamentals of SME valuations, then branching out to the different common valuation scenarios and approach (and the nuances along the way that only an experienced valuer can tell you).

It’s ideal for those who undertake occasional valuation work or are looking to add valuation to their firm’s suite of services.

Throughout the series you will build on and reinforce your valuation knowledge by working through practical valuation scenarios. We will use a case study approach, providing you with typical client examples.

But it's not just about your knowledge, it's about the process. The workshop provides you with a valuation process supported by a current work program, checklists, client interview form, pro forma report and engagement letter.

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AU $520 members
AU $580 non members

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Total 4.5 CPD Hours (est.)

Details

Recorded: 16, 23 & 30 August 2024

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

Mark Hua
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Call Mark Hua on 0413 955 686 or email

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What we cover

Over a 3-part series, we start with the valuation basics and how to undertake a valuation engagement, meeting professional standards, the specific requirements of the valuation, and most of all, your client needs.

From there we branch into valuation scenarios using the commonly occurring valuation causes and demonstrate why all valuations are not the same and how to deal with specific valuation scenarios.

Tax based valuations, family law and transaction valuations – we cover each of these. 

What's included?

  • 3 x 2 hr webinars (est.)
  • 3 month access to Q&A embedded webinar recording
  • Reference notes

 

1
2 CPD hours (est.)

Session 1 - The fundamentals

August 16, 2024
  • Valuation process, content and considerations
  • Selecting the right methodology
  • Understanding the difference between enterprise and equity value
  • Normalisation of earnings
  • Establishing capitalisation rates
  • The importance of assumptions
  • Reaching your conclusion and generating a report
  • Meeting professional standards
3
2 CPD hours (est.)

Session 3 - Valuations to support transactions

August 30, 2024
  • Agreeing the scope of work
  • Differentiating between a valuation and a business appraisal
  • Quantifying the difference between price and value
  • The importance of normalisations and what to look for
  • Adjusting for owners’ influence
  • Synergy value and how to assess it
  • Managing contingent value in a fast growth business
  • The relevance of transaction warranties
  • Working within professional standards and the independence issue
2
2 CPD HOURS (est.)

Session 2 - Not all valuations are the same – tax or family law valuations

August 23, 2024
  • The impact of the purpose of the valuation
  • How this influences approach and procedures
  • Specific approaches that should be applied in tax or family law valuations
  • Dealing with related party transactions and normalisations
  • Timing of the valuation and post valuation date changes
  • Documentation requirements
  • Independence and acting as an expert witness
  • Dealing with other expert opinions

Our presenter

Director, Hayes Knight

Greg Hayes

Greg-Hayes-ProfileRCCH Australia describe Greg as a “serial entrepreneur.” An apt title for the founder of the Hayes Knight group, Knowledge Shop, and Merit Wealth. He is a practice management specialist, innovator, and published author who mentors and assists firms to grow and develop their potential. An accountant for over 30 years, Greg has built a successful Australasian accounting group from modest beginnings in the outer suburbs of Sydney. A popular presenter, Greg has ‘been there and done that.’ There are no untested theories or marketing hype – just practical, realistic principles that are at the core of top quartile firms across Australia.

Beyond his practice management knowledge, Greg is a business valuation specialist. These two skills sets are a powerful combination when applied to the business of accounting. He regularly values accounting practices and has developed valuation models for the profession that look through to the core of how a successful accounting firm functions and what it should deliver.

Beyond his valuation work, Greg assists clients with both buy side and sell side transactions, from providing specific advice to acting as the client adviser from start to finish of a transaction. His experience is across a diverse range of industries and sectors on transactions ranging from $2m to $80m.