Applied Valuation and Financial Modeling Excellence

June 26-27, 2019, Singapore

Dr. Bala G. Dharan


Managing Director, Berkeley Research Group

Overview

“Practical techniques to develop better valuation analysis with more flexible, accurate and structured models”

Whether it’s managing a portfolio, preparing for an imminent merger or acquisition, or marveling over the newest dollar figure attached to a tech wunderkind, valuation is the key to parsing and understanding the numbers.

Benefits of Attending

Why You Should Attend?

The program emphasizes in-depth discussion of all applied valuation and financial modeling topics and uses real-life examples and cases to illustrate best practices. 

  • Get the inside track of valuation approaches

Who Should Attend:-

  • Equity research professionals
  • Corporate Financial Officers
  • GM/VP/AVP/Manager M & A
  • CFOs, Treasurers and Senior Finance Executives
  • Executives of M&A Team
  • Directors of Strategic Planning
  • Commercial Bankers

Agenda

Session 1 Valuation: The Big Picture
  • Course Introduction
  • Introduction
  • Different concepts of value
  • Overview of valuation approaches
  • Walk-through illustration of valuation approaches
Session 2: Common Valuation Approaches Used in M&A
  • Context-based valuation to identify premiums and synergy
  • Valuation with cash flows – practical techniques used
  • Walk-through illustration of fairness opinion for M&A
Session 3: Forecasting Cash Flows and Financial Statements
  • Preparing for forecasting – developing baselines, identifying biases
  • Forecasting revenues and income statement
  • Forecasting capital expenditure and other investments
  • Putting it all together
  • Case study: Forecasting
Session 4: Cost Capital and Terminal Value
  • Sources of capital used in corporate M&A, real estate deals, and private equity deals
  • Case study: Cost of capital, terminal value, and valuation
Session 1: Technology Valuation Models
  • What is different and special about tech stock valuation?
  • Private equity industry models for tech start-ups 
  • Case study: Tech company valuation in a recent financing round
Session 2: Value Multiples Approaches
  • Why value multiples work
  • How to relate value multiples to DCF and other valuation approaches
  • What can we learn from factor investing for value and growth firm valuation
  • Valuation of intellectual property (IP)
  • Case study: Implementing value multiples approaches
Session 3: Financial Analysis for Valuation
  • What is financial due diligence
  • Quality-of-earnings due diligence analysis for M&A 
  • Best practices and models for identifying accounting red flags
  • Case study: Financial due diligence and identifying red flags
Session 4: Valuation and Taxes; New Economy and Valuation
  • Incorporating taxation considerations in valuation analysis
  • Walk-through examples of deal structuring alternatives and how they affect taxes
  • Looking forward: New economy and valuation; Q&A on what lies ahead

Faculty Profile

Dr. Bala Dharan, Ph.D., CPA, is Robert B. and Candice J. Haas Professor and Senior Lecturer at Harvard Law School and Research Affiliate at MIT Sloan School of Management.  He is also a Managing Director at Berkeley Research Group. He has provided consulting and expert testimony on corporate finance, accounting and auditing, business valuation, and corporate governance issues.

REGISTRATION DETAILS


  • Attendees
  • Standard Price **

    Standard

  • 1
  • INR 1,00,815.00

    Table-3

  • 3
  • INR 2,91,983.00

    Table-5

  • 5
  • INR 4,69,459.00

**Price may vary based on current exchange rate.

*Only one offer will be valid at a time. For any query, please reach us at training@vccircle.com, +91-9560888566 / +91-120-4171111

Cancellation Policy:

Refund and Substitution Policy (Differ from one programme to other, please read carefully): No refunds will be granted for cancellations made within 15 days of the workshop. Those delegates, who have confirmed and do not attend, are liable to pay the full course fee and no refunds will be granted. Cancellation fee of 50% will be applicable 30 days prior to the workshop. Cancellation fee of 25% will be applicable up to 45 days prior to the workshop. Company reserves the right to amend content, expert, policy, venue & date(s) of the workshop. Participants will be refunded the registration fee in full in case the workshop gets cancelled. In case of refunds or cancellation mentioned above - the inward and outward Forex transaction cost (s) and currency fluctuation differential will be charged while accounting for the refund. Company assumes no liability for any costs including transportation, hotel reservations or any other costs incurred by participants in the event of cancellation.

Substitution Policy:

Substitutions within a company are permitted through the workshop/training date, request must be by email to training@vccircle.com


PARTNER

Supporting Organization