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How To Prep Your Client For A Purchase Price Allocation (PPA) Valuation

A comprehensive guide for auditors and fractional CFOs on preparing your client for a Purchase Price Allocation (PPA) valuation, focusing on key financial, legal, and strategic considerations to ensure a smooth and accurate process. Participants will learn practical steps to effectively communicate with clients and align expectations with the valuation's objectives and methodologies.

🔍 Your Instructor: Mike Blake

Michael Blake, CFA, ASA, ABAR with over 25 years experience in the valuation and IP commercialisation space will help auditors and fractional CFOs prepare their clients for purchase price allocation (PPA) valuations. Attendees will gain a comprehensive understanding of both the technical and practical aspects of the PPA process.

Fractional CFOs will gain knowledge to help them be an indispensable part of the management team. By guiding their clients through a PPA Valuation, it will increase their value to their clients.

Auditors will gain knowledge that will help them to empower their clients to take charge of the PPA Valuation process freeing the auditor to focus on other activities and increase client satisfaction.

🔍 What You'll Learn

1. Valuation Methodologies for PPA

   - Detailed instruction on the three primary valuation approaches used in PPA: market, income, and cost approaches.

   - Best practices for valuing specific intangible assets such as trademarks, customer relationships, patents, and technology.
   - Key accounting and valuation principles relevant to PPA under U.S. GAAP (ASC 805) and IFRS 3.

2. How to Effectively Prepare and Support Clients During Audit Reviews

   - Key documentation and data requirements to support PPA valuations for financial reporting.

   - How to preemptively address potential issues.

3. How fractional CFOs can guide their clients to plan and structure acquisitions for a smooth PPA process.

   - Impact of PPA on financial statements, earnings, and tax reporting.

   - Strategies to optimise the allocation of purchase price to minimize tax liabilities and maximize financial performance post-acquisition.

4. Key Regulatory and Compliance Considerations

   - Compliance requirements for PPAs under financial reporting standards.

   - Differences between U.S. GAAP and IFRS in treatment of PPAs and their impact on financial reporting.

   - Recent changes in accounting rules and how they affect PPA practices.

5. Communicating PPA Results to Stakeholders

   - Best practices for preparing PPA reports and communicating findings to board members, investors, and regulators.

   - How to present PPA outcomes and their financial implications clearly to clients and stakeholders unfamiliar with the process.

   
   By the end of this webinar, participants will be fully equipped to guide their clients through the complexities of purchase price allocations, ensure regulatory compliance, and work effectively with auditors to streamline the valuation process.

Meet & Murder

Thursday, 31 October * 17:00PM - 20:00PM EST

Join High Kill Strategies and the Spooky Coast Professionals for a ghost-packed evening of spell casting and scaring with the spooky and the undead .

Kids and Costumes Welcome

FREE. Please Regsiter