Succession was the topic for our latest Deep Dive webinar which we hosted earlier this week. More than 150 people registered for the event, highlighting how…
Our Truro office breakfast briefings earlier this year on the subject of ‘business and share valuations’ have been so well received that my colleague, Ed Marffy, has been invited to take the subject on tour – well, to the Pool Innovation Centre.
Upcoming breakfast event
I anticipate that this event will pick up on elements of both presentations on the subject that we have hosted this year, covering items such as:
- Overview of valuation techniques
- Jargon busting: ‘minority discounts’, ‘the P/E ratio’, ‘discount rates’
- How a Private Equity provider approaches the valuation question
- How can you enhance your business’ value prior to investment or sale?
- The effect of tax incentives on investor appetite
Ed will be joined as a presenter by local equity investor, Brent Treloar, from the Cornwall and Isles of Scilly Investment Fund, to share their accumulated knowledge and insights.
PKF Francis Clark and business and share valuations
Over the past few years, the members of the PKF Francis Clark Corporate Finance team based in the Truro office have worked on in excess of 100 business or share valuations. These have been for a whole host of reasons, from incorporation to company sale; from EMI share options to matrimonial cases and probate.
Ed has worked on a number of these valuation assignments, deploying a range of valuation methodologies (as applicable) and encountering, and overcoming, a number of technical issues along the way.
His presentations have been commended for their clarity in explaining terms such as “cash free, debt free”, “weighted average cost of capital” and “normalised levels of working capital”. The presentation may not leave you being able to master valuations, but it will leave you better versed to understand the basic concepts and the factors that positively and negatively impact on the valuation – some of these you as a business owner, are able to influence.
Any questions on the subject matter, please do not hesitate to contact me in the first instance.
By Andrew James