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Pre-Sale Planning—Opportunities and Valuation Challenges

 Pre-Sale Planning—Opportunities and Valuation Challenges
CPE Credit

Program Type: Recorded Webinar(Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of the subject matter.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Taxes
Item Number: 16PEPNOLA1025D
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Business owners contemplating the sale of their business should not ignore opportunities for estate and charitable planning arising in this context and, necessarily, prior to the transaction closing. This webinar will provide an overview of these opportunities; and then will go into detail regarding how valuation analysts should approach an independent valuation of minority interests prior to the completion of a contemplated sale.

- Overview of pre-sale gifts, related party sales, GRATs, and charitable contributions
- Overview of the transaction process, timeline, and key risks/hurdles to successful completion
- Why Fair Market Value of a minority interest may differ materially from the potential transaction proceeds
- How to support key adjustments to the potential transaction value to arrive at Fair Market Value, including evidence from the public equity markets

Learning Objectives

After completing this webinar, attendees will be able to:

- Recommend some of the key estate and charitable planning opportunities available to clients while they are working towards the sale of their business
- Determine situations where the Fair Market Value of a minority interest differs from the potential transaction value
- Analyze the key issues surrounding a potential transaction and how they impact Fair Market Value
- Prepare a thoughtful, well supported valuation analysis that will withstand future scrutiny

Who Should Attend

Financial professionals


Kyle B. Vataha
Mr. Kyle B. Vataha, Managing Director of Pluris Valuation Advisors LLC., has more than a decade of business and securities’ valuation experience in the context of income, estate and gift tax; corporate restructurings; development and administration of equity incentive plans and buy/sell agreements; transaction fairness and leveraged recapitalizations; litigation support; and financial reporting. Mr. Vataha has provided valuations of companies across all stages of development, and of various types of securities, including common and preferred equity, debt and convertible instruments, restricted securities, stock options and other derivative instruments, as well as a variety of structured interests within private equity, hedge fund, and real estate investment firms. Mr. Vataha has broad industry experience and possesses special expertise in the valuation of alternative asset management firms.

Prior to joining Pluris in 2012, Mr. Vataha was an Assistant Vice President at FMV Opinions, Inc., where he led FMV’s practices in the valuation of alternative asset management firms, restricted securities, non-transferable stock options, and life insurance policies. Mr. Vataha also served for two years as Vice President of Finance for a specialty finance firm focused on lending to the commercial transportation market.

Mr. Vataha graduated from Stanford University in 2003 with a Bachelor of Arts degree in Economics. He has presented for the Appraisal Institute, BNA Tax & Accounting, has lectured at the USC Marshall School of Business, and co-authored an article published in the New York Law Journal on the topic of pre-sale planning and valuations.