October 6, 2021


 
 

Notice Board

NEW ED&I COUNCIL – CALL FOR VOLUNTEERS

Would you like to have an impact on advancing inclusion across the CBV community, our profession and beyond? We invite all interested Members to apply to sit on the Institute’s first ever Advisory Council for Equity, Diversity and Inclusion (ED&I).

At CBV Institute, we recognize that ED&I makes good business sense. Diversity of people, backgrounds and ideas fosters motivation, enhances performance, and creates value for data-driven companies and organizations. Importantly, furthering ED&I initiatives which are in-step with the movements and change of today’s society will help support our professional commitment in the CBV Code of Ethics. As leaders in our field, it’s just the right thing to do for corporate citizenship.

We are forming an ED&I Action Plan to hold ourselves accountable. This Action Plan will be shaped with the advice and input of the new ED&I Advisory Council. Students will be welcomed to participate soon as we progress toward implementation.

Please help us make it happen. For more information or to apply, contact Deb Laskar debatta.laskar@cbvinstitute.com by end of day Monday, October 11th. Thank you.


CALL FOR 2022 WEBINAR PROPOSALS

CBV Institute is accepting webinar proposals from CBVs, lawyers, investment professionals and industry experts, that will offer cutting-edge content for all topics of interest to valuation professionals.

The deadline for submissions is Monday, January 10, 2022. Please send submissions to deborah.hanlon@cbvinstitute.com.

In order for a proposal to be considered, it must include the following information:

  • Speaker Name, Organization, Address, Phone, E-mail
  • Title of proposed topic containing 10 words or less
  • Overview of proposed topic containing 250 words or less
  • Target audience (BV, litigation, deals [M&A, PE, CF])
  • Speaker biography containing 150 words or less

All respondents will be notified of accepted submissions by February 4, 2022.

CBV Institute is also interested in knowing if there any themes/topics that you would like to see addressed via webinar. Please submit your topic ideas by January 10, 2022 to deborah.hanlon@cbvinstitute.com.


TOP CBV UNDER 40 NOMINATIONS OPEN

Nominations are now open for Top CBV Under 40 in Memory of David Cornfield CA, CBV, recognizing an exceptional CBV on-the-rise in his or her career who has demonstrated success in a broad diversity of interests, brought distinction to the profession and embodies outstanding service. Such a CBV is inspiring not only for career accomplishment, but for realizing meaningful ways of giving-back while achieving impressive professional goals.

Access the nomination form View the policy

Nomination Deadline: December 31st, 2021


HALL OF HONOURS NOMINATIONS OPEN

FCBV DESIGNATION

Granting of the Fellow designation is the highest honour CBV Institute confers. The FCBV recognizes those Members who have demonstrated acknowledged achievements in the following fields of activity:

  • provided distinguished service to the business valuation profession, and
  • brought significant recognition to the business valuation profession.
Access the nomination form View the policy

The nomination deadline is December 1, 2021.

LIFE MEMBER DESIGNATION

The designation of Life Member is granted to Members who have attained eminence in the field of business valuation and who have retired from active practice as a business valuator.

Access the nomination form View the policy

The nomination deadline is December 1, 2021.


 

Upcoming Events

 

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October
14
2021
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M&A State of the Markets Update with GF Data ®
2021 has shown signs of returning to and exceeding pre-pandemic levels of activity. GF Data will present proprietary information on $10-250mm private deals: on deal activity, trends in multiples and transaction structures followed by a robust panel discussion where presenters will share their perspectives on the state of the M&A market in Canada. The Panel discussion will touch on several topics, including drivers of deal activity, deal values, deal structure and how it has shifted throughout the pandemic.
Read More...
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October
20
2021
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Putting the Pin in Net Working Capital: Important Value Implications for M&A Transactions
The level of working capital transferred on the closing of a transaction can be one of the most contentious issues between buyer and seller because of its impact on the value of the business. However, determination of the appropriate level can be neglected in going concern valuations and, in the transaction context, it is often deferred until late-stage negotiations with arbitrary or poorly understood results. This presentation by Blair Roblin, LLB, MBA, MA, PHD, examines how working capital should be settled in the transaction context.
Read More...
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November
10
2021
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Revenue Based Contingent Consideration Techniques
Join Quinn McDermid (MBA, CFA, CBV) from MNP LLP as he takes participants through:
Discussion of the techniques we have applied as preparers and seen in reviews of the analysis of the fair value of contingent consideration with revenue based targets.
Discussion of the identification of the need for a Monte Carlo analysis within the option pricing method (“OPM”).
Discussion of estimating revenue-based risk premiums, using de-levering and the bottom-up method.
Discussion of techniques to estimate revenue volatility from guideline companies using both year-over-year and quarter-over-quarter historical results.
Walk-through of examples using Monte Carlo and non-Monte Carlo OPM methodologies.
Read More...


ALL EVENTS




 

Job Postings

 

Open Position Company
Associate and/or Senior Manager White & Lewis
Toronto
Associate or Manager – Valuation, Forensics and Litigation Support Grewal Guyatt LLP
Richmond Hill
Manager – Business Valuations & Litigation Support Hoare•Dalton
London
Associate – Business Valuation and Damages Quantification Secretariat
Toronto
Manager / Senior Manager Davis Martindale
London/KW/GTA
Forensic Accountant Williams Meaden and Moore Inc.
Toronto
Associate, Valuations Fazzari Valuations Inc.
Vaughan
Senior Financial Analyst – Valuations Ontario Teachers' Pension Plan
Toronto
Investment Analyst Westcap Mgt. Ltd.
Saskatoon
Senior Consultant, Dispute Advisory Services Deloitte
Toronto
Manager, Valuations, Damages Quantification and Forensic Accounting Capital Assist Valuation Inc.
Windsor/Toronto
Manager/Sr. Manager, Forensic Accounting Williams Meaden & Moore Inc.
Toronto
Associate, Valuations MNP
Montreal/Toronto
Associate and Senior Manager – Valuations, Damages Quantification and Forensic Accounting Cohen Hamilton Steger
Toronto
Senior Analyst Evans & Evans, Inc.
Canada
Senior Accountant MDD Forensic Accountants
Toronto
Senior Consultant / Manager, Forensic Accounting KPMG
Québec City and Greater Montréal

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