Advanced Financial Modeling for Mergers & Acquisitions Webinar
Overview
Mergers and acquisitions (M&A) financial models are critical tools used to forecast profits or losses, assess deal viability, determine pricing, and drive target valuations during a potential merger or acquisition. In this NASBA-approved CPE webinar, which is led by industry experts, accountants will learn how to effectively structure M&A models. This comprehensive session covers key aspects of deal modeling and business valuation, including:
- Mastering transaction considerations and building robust deal model architectures from historical financial statements
- Developing detailed prospective financial information (PFI)
- Modeling operational synergies and building post-transaction balance sheet forecasts with benchmarking analyses
- Applying core valuation techniques to evaluate business combinations effectively
Objective
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.
Emphasis
- 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
Speakers
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.
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