Advanced Financial Modeling for Mergers & Acquisitions Webinar

To demonstrate to CPAs and other financial professionals the best ways to construct and evaluate advanced financial M&A models in order to accurately forecast transaction outcomes and maximize deal value.

• Valuation Approaches & Techniques
• Nature of Transaction Considerations
• Deal Model Architecture
• Historical Financial Statement Analysis
• Financial Projections Information (PFI)
  – P&L forecast
  – Operating expenses
  – Margin profile by revenue type
  – Revenue profile
  – Cost of goods sold
  – Synergies
  – Income taxes
  – Balance sheet forecast
• Benchmarking
• Post-Closing Accounting & Tax Considerations

Tim Kadylak, Managing Director, BDO

Tim Kadylak is currently a Managing Director at BDO USA. He brings experience from previous roles at BDO USA, Hartford Funds and Deloitte Advisory. Tim holds a Bachelors in Accountancy @ Miami University, with a robust skill set that includes Business Valuation, Financial Analysis, Litigation Support, Accounting, CPA and more.
 

Kevin Wharton, Principal, BDO

Kevin is a Principal in BDO’s Valuation & Capital Market Analysis practice in the firm’s Philadelphia office. He has more than 15 years of professional experience performing business valuations for financial reporting, tax planning, management planning purposes, and transaction support. Kevin has delivered hundreds of valuation engagements related to acquisitions, goodwill impairment tests, common and preferred stock valuations, and intellectual property valuations.

Kevin has significant experience across a wide range of industries including manufacturing, distribution, consumer products, transportation, life sciences and biotech, business services, government contracting, and technology.

Specialties: Valuation of businesses, business interests and intangible assets for financial reporting and tax purposes.

To demonstrate to CPAs and other financial professionals the best ways to construct and evaluate advanced financial M&A models in order to accurately forecast transaction outcomes and maximize deal value.

DETAILED LEARNING OBJECTIVES

• Identify common buy-side transaction structures and considerations

• Analyze historical balance-sheet trends relevant to a merger or acquisition

• Calculate and interpret the interest coverage ratio

• Explain how customer attrition affects financial projections and customer-relationship valuations

• Evaluate customer profitability by segmenting customer groups according to margin profile

• Distinguish buyer-specific synergies from market-participant synergies in a transaction model

• Explain how IRC Section 382 may limit the use of acquired net operating losses

• Calculate and interpret the internal rate of return in a transaction model

• Identify transaction consideration that may require valuation under ASC 805

• Classify acquired assets under the IRC Section 1060 purchase-price allocation framework

• Valuation Approaches & Techniques
• Nature of Transaction Considerations
• Deal Model Architecture
• Historical Financial Statement Analysis
• Financial Projections Information (PFI)
  – P&L forecast
  – Operating expenses
  – Margin profile by revenue type
  – Revenue profile
  – Cost of goods sold
  – Synergies
  – Income taxes
  – Balance sheet forecast
• Benchmarking
• Post-Closing Accounting & Tax Considerations

Tim Kadylak, Managing Director, BDO

Tim Kadylak is currently a Managing Director at BDO USA. He brings experience from previous roles at BDO USA, Hartford Funds and Deloitte Advisory. Tim holds a Bachelors in Accountancy @ Miami University, with a robust skill set that includes Business Valuation, Financial Analysis, Litigation Support, Accounting, CPA and more.
 

Kevin Wharton, Principal, BDO

Kevin is a Principal in BDO’s Valuation & Capital Market Analysis practice in the firm’s Philadelphia office. He has more than 15 years of professional experience performing business valuations for financial reporting, tax planning, management planning purposes, and transaction support. Kevin has delivered hundreds of valuation engagements related to acquisitions, goodwill impairment tests, common and preferred stock valuations, and intellectual property valuations.

Kevin has significant experience across a wide range of industries including manufacturing, distribution, consumer products, transportation, life sciences and biotech, business services, government contracting, and technology.

Specialties: Valuation of businesses, business interests and intangible assets for financial reporting and tax purposes.