Due Diligence and Valuation Workshop

In this six-hour session, acquirers receive an overview on how to identify red flags, negotiate terms, and strike the right price.

Agenda

  • Introduction
    • "Value" defined
      • Financial reporting
      • Regulatory
      • Tax matters
    • Integrated Approaches
    • Levels of Value
  • Business Valuation
    • Acquisition Target
      • Income Approach
      • Market Approaches
      • Cost approach
      • Normalization
      • Synthesis
    • Consolidation
      • Earnings/dividend impacts
      • Regulatory considerations
  • Negotiation
    • Develop strategy consistent with quantitative analyses early on
    • Understand the range of values under alternative scenarios
    • Understand the quantify potential synergies
    • "Fair" tradeoffs?
  • Due Diligence
    • Key value drivers - "80/20" rule
    • Importance of forecasts
    • Checklists

Materials

Each attendee will receive a copy of PowerPoint and supporting materials.

To read the rest of this article, please login or create an account. Once you login, you can access all MergerIntegration.com articles in their entirety.