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Estate Planning Council of CANADA

Business Valuations - Case Studies for Advisors

  • June 27, 2024
  • 2:00 PM - 3:00 PM (EDT)
  • Virtual / Live Online Event / Recording Available

Registration


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Selling a business is best thought of as a process, rather than an event. With the knowledge of things that may impact valuation and deal structure, clients will be more prepared to align their day to day decision making with exit planning strategies.  Don’t wait until it’s too late to begin having these important conversations. For Advisors from all disciplines.

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What will be covered:

  1. Analyzing Financial Statements: 
  2. Definition of Value – Fair Market Value vs. Fair Value
  3. Price vs. Value
  4. Case Studies:
    1. Valuation of a Law Firm for a Deemed Disposition (i.e., Departure Tax);
    2. Valuation of an Accounting Firm (i.e., Acquisition Financing);
    3. Valuation of a Grocery Store for a Deemed Disposition (i.e., Date of Death);
    4. Valuation of a Distributor (i.e., Estate Freeze); and
    5. Valuation of a Doctor’s Office (i.e., Acquisition & Capital raise).
  5. Questions and Answers

Abhishek Mathews is a Principal at Minerva Valuations Inc. and a Managing Director at Enclave Capital LLC. He has been in the financial services industry for over fifteen years, during which he assisted in placing over $400 million in capital and has produced over 500 business valuation reports. He is one of the few business appraisers in North America who has public investment banking experience, taking entities public often while concurrently raising equity or debt capital. He is a member of the Canadian Institute of Chartered Business Valuators, member of the American Society of Appraisers and a member of the CFA Institute. He holds his Series 7, 63, 79, SIE licenses from FINRA.

Ronald John McKenna, LL.B., is a seasoned estate planning and corporate M&A advisor with a passion for providing comprehensive professional solutions to individuals and businesses. He is a Managing Director at Minerva Valuations, leading its M&A Advisory practice. With a wealth of experience and a commitment to excellence, Ronald is dedicated to guiding his clients through complex matters with clarity and precision. Ronald earned his Bachelor of Laws (LL.B.) degree from the University of Ottawa in 2001, where he developed a strong foundation in legal principles and practices. Throughout his career, he has honed his expertise in estate planning and corporate M&A advisory, specializing in Estate Planning and Corporate M&A Advisory.

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Registration $30

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

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