Speaker: Jim Hitchner, CPA, ABV,CFF, ASA, Managing Director, Financial Valuation Advisors

Speaker: Chris Rosenthal, CPA, ABV, CFF, ASA, AEP, Managing Member, Vallit Dispute and Valuation Advisors

Speaker: David C. Alonge, Alteryx Certified Engineer, Senior Data Analysis, PBMares, LLP

PBMares Baltimore performs Healthcare Audits for large clients every year.  We receive raw data files containing tens of millions of records and process them in an analytic tool called Alteryx.  My presentation will be a demonstration of how Data Analytics and Alteryx have made full audits possible, rather than simply auditing sample selections.

Speakers: Asif Charania, CPA, ABV, CFF, ASA, Partner, Valuation and Forensic Services and Greg Saunders, CPA / ABV, ASA, Senior Manager, Valuation and Forensic Services, Keiter

Learning Objectives for CPE:

• Alternative standards of value and implications for valuation
• The market approach and alternative methods
• Determining “comparability”
• Transaction purpose, motivation of the buyer/seller, financial v. synergistic buyers, distressed sales
• Transaction terms: stock or asset deal, cash deal, seller-financing, contingent consideration, and non-compete agreements
• Availability of financial information to assess trends, profitability, growth prospects; identify required normalization adjustments; and identify specific company risk factors
• Availability of data to assess types of products and services offered and geographic markets and customer base served
• Assessment of the transaction date and whether the multiple reflects current economic, industry, and market conditions as of the valuation date
• Selection of multiples
• Examples of transaction databases
• Representative case precedent