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This webinar will address a number of topics related to accessing commercial credit for business owners and advisors. Prior to the economic downturn brought on by the health pandemic, borrowers looking to access commercial credit had the market on their side. Unfortunately, the market has largely gone from a borrower’s market to a lenders market

Join David Atkinson (Director,  Mergers & Acquisitions at Raymond James Ltd.) as he reviews M&A trends, equity market trends, credit market trends, and interest rate trends prevailing during the COVID-19 pandemic in order to offer an assessment as to whether COVID has fundamentally changed the market’s long-term perspective on risk and the cost of capital.

Ethical behaviour provides the foundation of trust that supports the reputation of each CBV, and of the CICBV as a profession.  Expectations are changing, and CBVs need to refresh their thinking on what is appropriate when preparing their valuations, dealing with clients, lawyers and courts, and presenting evidence.  Accordingly, this session will cover: New ethics

Join Oksana Westerbeke (Principal, Strategy & Transactions Advisory) and Jared Hannon (Director, Strategy & Transactions Advisory) at Grant Thornton LLP as they discuss common earnout valuation pitfalls, with a focus on common earnout structures and recommended methodologies for most common earnout structures.  They will discuss the different types of risks embedded in the earnouts and

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Join Ron Martindale and Louise Poole (Davis Martindale LLP) as they address topics related to the “business” of business valuations. Best practices for engagement letters and representation letters will be discussed, along with independence and conflict of interest scenarios, and a refresher on key standards.  This is a great opportunity for new practitioners and those

Building a strong network is as important to your career progression as being in the right job in the right organization, working for the right leader.  Building this network is no different from going after any goal.  You need a plan.  Then you need to ensure you properly execute the plan.  Join Dr. Deborah Nixon

Presentation: Economic Update

Presentation: M&A Session

Presentation: (1) Financial Modeling & Projections

Presentation: (2) Financial Modeling & Projections

We are pleased to have Gregory Dionne, CPA, CA, Director, Inspections and Alex Cheong, CPA, CA, CBV, CPA (Illinois), Associate Director, Inspections of the Canadian Public Accountability Board join us for a panel discussion. CPAB is Canada’s audit regulator responsible for overseeing public accounting firms that audit Canadian reporting issuers.  During this session, moderated by

a joint Toronto Workshop and CVCA-YPC event A diverse panel of experts provide first hand market perspectives on how transaction structuring is changing, and how this impact values.  The discussion will include the use of, and methodologies for valuation of non-cash consideration such as contingent consideration, earnouts, shares/options/warrants, including a case study of a recent

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Partha S. Mohanram, PhD, John H. Watson Chair in Value Investing and Professor of Financial Accounting – Rotman School of Management, University of Toronto The last decade has seen an explosion in the availability of nontraditional information. One particularly interesting subset of this is the rise of crowdsourced information – with investors sharing information among

International trade uncertainty is daily news today. What a client may not know about the import or export aspects of their business – even if they do not pay duties at the border – may carry significant financial, operational, and reputational risks and unforeseen impacts. As valuation professionals, KPMG Trade & Customs partners from the

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In this unprecedented time of uncertainty and volatility, Alana Geller and Stephen Cole will discuss practical and contemporary views with respect to the impact of COVID-19.  Without the benefit of a ‘crystal ball’ as to how events will unfold, we will consider how to navigate point-in-time valuation and damage quantification. Alana and Stephen will explore

Increasingly, IT and business leaders talk about information as one of their most important assets. But few organizations behave as if it is. Executives report to the board on the health of their workforce, their financials, their customers, and their partnerships, but rarely the health of their information assets. Moreover, corporations typically exhibit greater discipline

Most businesses are started by individuals that work hard to grow them. When these businesses are successful and wealth is accumulated, managing the wealth to preserve it for retirement and pass the excess capital to the next generations becomes an important priority. Many families find convenient the establishment of a single-family office while others prefer

Accounting and valuation language in agreements can often be subject to multiple interpretations, leading to bad outcomes for the parties. Join Barbara Morton and Terence Crohn from E&Y as they review four case studies of transactions resulting in disputes or litigation where the accounting and valuation language was at the heart of the disagreement. Tips,

Join Roslyn Tsao (Managing Partner – Epstein Cole LLP), Kristy Warren (Associate – Epstein Cole LLP) and Louise Poole (Partner – Davis Martindale LLP) as they highlight recent caselaw for valuators to keep in mind in carrying out their retainers. Practical commentary on the application of caselaw to your practices will be provided.

This presentation will focus on financial instruments and embedded derivatives that are frequently valued for financial reporting purposes. Join Oksana Westerbeke, Principal, Forensic Advisory Services – Grant Thornton LLP (Boston) as she discusses an overview of the financial instruments, appropriate valuation methodologies, and latest developments in the valuation industry relevant to these financial instruments. The

Join Susan Glass as she address the new lease standards, including both IFRS 16 and ASC 842.  She will begin by briefly reviewing the new standards, including how the international and U.S. standards differ from each other and from current standards, considering the impact on the income statement, balance sheet, cash flow and key ratios/metrics. 

When it comes to venture investing, investors look for three things (1) massive market opportunity (2) strong team and (3) differentiated technology.  At the early stage, historical financial metrics often don’t exist, so investors must come up with alternative methods to determine the value of a company or price to pay to invest. Join Michelle

Financial service professionals and investigators will learn how to conduct business intelligence investigations, due diligence, asset and enhanced background checks using the latest and most effective cybertools.  Join Cynthia Hetherington, Founder & President of the Hetherington Group as she takes attendees through the following learning objectives: Identifying the latest cyber investigative resources accessible to the

Join Andrea Pontoni, CPA, CA, CBV, ASA, CFF for this webinar as he focuses on valuation issues specific to farm producers and agribusiness as well as their marketing and sales divisions. In particular, his presentation will focus on the following issues:
• Factors to consider when deciding on the valuation approach or methodology;
• Adjustments in normalizing earnings or cash flow;
• Issues to consider in selecting sustaining capital reinvestment;
• Specific risk issues to consider in your cost of capital;
• Issues between the farm producer and their marketing affiliates;
• Calculating disposition costs in particular corporate taxes (cash vs accrual basis),
• Questions you may want to ask your real estate appraiser,
• Adjustments to the financial statements of the farm producers;
• Maximizing after tax value on a divestiture to the farm owner; and
• Issues to consider in qualifying for the enhanced capital gains exemption.

Join Nicholas Correia, CBV; Trevor Williams, CBV; and David Feher, CBV, as they discuss:

• The Price Adjustment Clause (PAC) as it relates to valuations for income tax purposes.  He will discuss jurisprudence surrounding the PAC, requirements for recognition of a PAC and hypothetical examples involving the PAC

• Fair Market Value and Trapped in Capital Gains.  He will cover current practice, cases and what to expect from a CRA valuator

• Issues that CRA valuators have encountered when reviewing valuation reports.  He will give examples of practices that may be viewed as increasing the risk to the CRA, as well as others that could be viewed as best practices

This webinar will not be recorded for archived purposes.  This is an informational session only and questions will not be taken.

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Financial Model