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Exploring the Valuation of Contingent Consideration and Financial Instruments

 Exploring the Valuation of Contingent Consideration and Financial Instruments
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Update
Prerequisites: Participants need a background in the subject area and desire to keep current.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 17PBV0626
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

The webinar will provide an overview of techniques utilized to value contingent consideration for financial reporting purposes. Over the last few years, there has been significant shifts in valuation methodologies applied by practitioners. We will provide an overview of what factors should be considered in selecting an appropriate methodology. Examples of different options based approaches, as well as scenario based approaches will be provided. Developments from The Appraisal Foundations’ recent exposure draft will be highlighted.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify the motivations of parties in structuring contingent consideration
- Assess contingent consideration terms to determine whether an option based approach would be appropriate
- List key factors impacting the risk associated with contingent consideration
- Evaluate various techniques utilized to estimate the volatility of underlying metrics

Who Should Attend

Practitioners and CPAs


Matthew Goldberg
Mr. Goldberg leads the firm’s Hard-to-Value-Assets practice. He has approximately 15 years of consulting and financial services experience. Mr. Goldberg has performed valuation analyses for clients in numerous industries and he has extensive experience valuing a wide range of complex derivatives including loan portfolios, adjustable stock options and warrants, restricted stock units, performance-based shares, convertible debt instruments, and other hedging instruments such as interest rate swaps and put/call strategies.

Pablo Alfaro, CFA
Mr. Alfaro has over 10 years of experience in valuing complex securities. He has extensive experience valuing a wide range of complex securities such as debt, options, warrants, convertible bonds, and preferred and common stock in privately-held companies.

Mr. Alfaro has assisted companies with the valuation of equity awards for ASC 718 and 409A purposes. He has worked with numerous private equity and venture capital clients regarding the value of their investments for ASC 820 purposes.
Additionally, he has experience helping clients estimate the value of contingent liabilities, using Monte Carlo simulation models and probability based approaches.