To demonstrate to CPAs and other financial professionals how to properly organize and construct advanced financial M&A models in order to accurately forecast their company’s economic future.

SPEAKER:

Chade Lowe, CFA Senior Manager, EY

• Valuation Approaches & Techniques
• Nature of Transaction Considerations
• Deal Model Architecture
• Historical Financial Statement Analysis
• Financial Projections (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

Chade Lowe, CFA Senior Manager, EY

To demonstrate to CPAs and other financial professionals how to properly organize and construct advanced financial M&A models in order to accurately forecast their company’s economic future.

SPEAKER:

Chade Lowe, CFA Senior Manager, EY

DETAILED LEARNING OBJECTIVES

• Understand basic M&A transaction types

• Identify key terms of financial statement analysis in M&A

• Identify approaches to valuing acquisitions

• Understand key aspects of post-closing tax considerations

• Understand cash flow statement items relevant to M&A

• Understand the concept of synergy in M&A

• Recognize types of intangible assets in post-closing accounting

• Identify considerations for cost forecasting in M&A

• Identify characteristics of revenue modeling

• Understand how to use multiples in valuation analysis

• Recognize debt service metrics in financial modeling

• Recognize ASC 805 implications in M&A

• Recognize key items in balance sheet forecasting

• Identify valuation techniques to terminal value calculations

• Understand the purpose of impairment testing in M&A accounting
 

• Valuation Approaches & Techniques
• Nature of Transaction Considerations
• Deal Model Architecture
• Historical Financial Statement Analysis
• Financial Projections (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

Chade Lowe, CFA Senior Manager, EY