On Jan 31, 2024, the newest edition of IVS was published. This comprehensive update includes the addition of new chapters, encompassing Data and Inputs, Valuation Models, and Reporting. The revised standards, effective from January 2025, also place increased emphasis on integrating ESG considerations into the valuation process.  To facilitate understanding of the latest updates, join Catalina Miranda,

Join Ajay Shivdasani, Principal and Steve Russo, Principal of Duke Royalty as they present an overview of a unique alternative capital solution for buyouts or equity releases. This webinar will focus on how this approach mixes certain elements of debt and equity in an attempt to better align with owners who wish to maintain equity

Join CBV Institute and FDRIO for this family law event that includes the dynamic sessions listed below. Perceptions of what CBV’s should and shouldn’t do from the bench, a lawyer and a CBV Hear from an experienced family lawyer, judge, and business valuator about how CBV’s are perceived by the decision makers. Find out what

Global M&A activity slowed in 2023 including cross-border deals between the U.S. and Canada.  This presentation will analyze M&A volume and valuation multiples in recent years and look forward to 2024.  Jon C. Doehr, Managing Director of Cascade Partners LLC (a U.S. Middle-Market Investment Banking Firm) will present data on investment into the U.S. from

Join Lally Rementilla, Managing Partner, Intellectual Property-Backed Financing at BDC as she explains how intellectual property-backed financing works at the Business Development Bank of Canada.  Lally will also discuss considerations for valuing and financing intellectual property-rich companies. Lally Rementilla is Managing Partner, Intellectual Property-Backed Financing at BDC Capital. She oversees and provides strategic guidance to

Join Rob Hong, CEO and Ethan Black from Sapling Financial Consultants as they explore the key building blocks in LBO modelling and value creation. This webinar will focus on:

Due to the resounding success of our first financial modeling webinar, we are pleaesed to offer a second webinar from FMI.  In this session, Ian Schnoor will show you how to check and review a financial model to ensure that it is accurate. During the session, he will demonstrate some powerful tips to check and

The number of incidents involving compromised personal data increased significantly over the past decade. In 2022 alone, organizations reported having data compromised in almost two thousand instances in just the United States, impacting hundreds of millions of consumers. These incidents include data breaches, as well as unintentional data exposures and data leaks. Exposure of individuals’

Financial Modeling is a critical discipline that is now required of many accountants, finance and business valuation professionals.  A good financial model needs to tell a story and create confidence for the users and decision makers. Unfortunately, many financial models are a mess. Financial modelers are often self-taught and left to figure things out on

With the market volatility and liquidity crunches, venture and growth equities are entering a new era where growth is slowed, costs are higher, and capitals are limited. Join our presenters from Valuation Research Corporation, Ryan MacLean (Managing Director) and Cheryl Cheng (Senior Vice President) to learn more about venture and growth equity, the fundamentals, the

The ESG reporting landscape is evolving rapidly as investors, regulators, and other key stakeholders increasingly demand transparent, globally comparable, and credible disclosure around organizations’ and financial institutions’ sustainability-related risks and opportunities. Join Della Wang, Director of ESG at Fengate Asset Management as she discusses how CBV professionals can assist in identifying the most relevant ESG

Since the outbreak of COVID-19, industry risks have changed very materially. With a backdrop of high inflation, interest rate hikes and recent market events, investors and private companies are faced with higher cost of capital, which has a direct impact on their investment decisions. To determine the most cost-effective means of raising capital and evaluate