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Description: VALUATION 2021 Series
Episode #1: What's it Worth? Valuing a Business for Sale
February 3, 2021 at 2:00 PM CST
Before going to market to sell your business, you or your executive team may want to obtain an independent appraisal. Likewise, prospective buyers may wish to obtain expert services to value an acquisition target or discrete portions of a target. This webinar provides a look into how valuation experts place a value on a going concern.
As with every Financial Poise Webinar, each episode is delivered in Plain English so that you do not have to be an Intellectual Property Law Specialist to understand and benefit from them. And, as with every Financial Poise Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes so that participants will enhance their knowledge of this area whether they attend one, some, or all episodes.
Speaker Information
Moderator:
John Levitske, Senior Managing Director Ankura Consulting Group
John Levitske is a Senior Managing Director at Ankura, focused on business valuation and complex financial disputes. He has served as a senior advisor to companies, owners, executives, and legal counsel in business disputes, shareholder disputes, and M&A transactions regarding issues of valuation, finance, damages, and accounting. John is based in Chicago.
With more than two decades of Big Four public accounting and international consulting experience, John is seasoned in business valuation, financial analysis, economic damage quantification, forensic accounting, retrospective solvency analysis, and post-merger & acquisition accounting calculations. He handles appraisals of healthy and distressed companies for buyouts of shareholders and creditors, transaction planning, estate and gift taxation, financial accounting, bankruptcy proceedings, and litigation disputes.
John has provided consulting and expert witness testimony services and has served as a neutral party in arbitration and mediation. He has testified as an expert witness in the US and Europe in depositions, hearings, bench and jury court trials, and domestic and international arbitration (ICC, SCC, AAA, JAMS, FINRA, and ad hoc arbitrations) and has served as a neutral arbitrator. In addition, he has rendered binding decisions on disputed matters.
He is co-author of the “Managing Post-Merger & Acquisition Purchase Price Disputes” chapter in the American Bar Association’s 2016 Alternative Dispute Resolution Handbook for Business Lawyers. John has lectured on valuation, financial analysis, and forensic accounting topics to various professional groups, including the American Bar Association, the Chicago Bar Association, the Association of Insolvency & Reorganization Advisors, and DailyDAC-Financial Poise.
In addition, he served as an accounting, finance, and auditing adjunct professor at both the University of Pittsburgh and Point Park University, and as a national exam question writer for both the Uniform CPA Exam and the American Institute of Certified Public Accountants’ Accredited in Business Valuation Exam.
Panelist #1:
Brian Laliberte, Founder, Managing Director, Oak Moon Consulting
I am a big strategic thinker with a passion for helping leadership teams and businesses accelerate and sustain their growth and maximize their purpose.
I love to learn. I pick up and absorb information quickly and continuously challenge myself to learn more, which keeps me on the cutting edge. My natural curiosity drives me to seek out complex business problems to solve. I am energized by learning and applying my knowledge and experience to help others.
As an advisor to the companies we support, I strive to be innovative, inventive, original, and resourceful in my thinking. I have a bias for action, but take the time necessary to assess a problem. I leverage my ability to learn and think critically at a fast pace to create solutions to expected and unexpected challenges. I use the same approach to take advantage of promising opportunities.
I take the world as it is and am practical and realistic in my approach to creating solutions to complex problems. But, I am constantly inspired by the future and what it could be. I love to think about what we can accomplish as we continue to create, innovate, and transform society through the responsible application of technology. I want to remove impediments that prevent or delay value-creating ideas from coming to life.
Prior to founding Oak Moon Consulting, I practiced law for 20 years as a trial lawyer and litigator. I solved problems for clients in volatile, uncertain, complex, and ambiguous circumstances that affected their lives and livelihood and the economic security of their companies, employees, and shareholders.
I was privileged to attend the University of Michigan (BA 1996), Case Western Reserve University School of Law (JD 1999), and The Ohio State University Fisher College of Business (MBA 2020).
Panelist #2:
Lee A. Gould, Managing Member Gould & Pakter Associates, LLC
Mr. Gould focuses on performing valuations of closely held businesses, lost profit and economic damages determination and forensic and financial accounting analysis. He has almost forty years of experience in diverse engagements in numerous industries. Mr. Gould has testified in Federal and State courts and participated in alternative dispute resolutions. He has been recognized as an expert in business valuations, economic damages determination, financial analysis, tracing assets and sources of funds used to purchase assets, revenue and expense analyses and business economics.
Mr. Gould provides business valuations, business consulting services and testimony for trial lawyers and their clients. He has experience in business valuations for family law proceedings, shareholder dissent and oppression matters, estate and gift tax compliance purposes and in conjunction with the preparation of buy/sell agreements. He provides business valuations and related consulting services for middle-market, closely held businesses including, when appropriate, allocation of personal and enterprise goodwill.
Mr. Gould performs lost profit and financial damages calculations in commercial litigation matters including breach of contract, lost profits and business interruption claims. He has provided litigation consulting services in a variety of industries including manufacturing, distribution, retail, construction, financial services, professional service corporations and real estate. He performs forensic accounting analyses to assist in locating unreported or hidden assets, determining the source of funds used to acquire assets, examining
financial transactions, determining and preparing cash flow analyses, determining the reasonableness of contract and/or project related costs and investigating claims of misappropriation.
Mr. Gould is a Certified Public Accountant, licensed in the State of Illinois. The AICPA has recognized him additionally as accredited in business valuation (ABV) and certified in financial forensics (CFF). He is certified fraud examiner (CFE), which credential denotes proven expertise in fraud prevention, detection and deterrence.
Mr. Gould earned his Bachelor of Science Degree in Accountancy from the University of Illinois at Champaign and a Juris Doctorate from Loyola University of Chicago School of Law. He is active in numerous professional, philanthropic, community and other associations and organizations including the Digestive Health Foundation and the CPA Endowment Fund of Illinois.
Panelist #3
Andrew Smith, Co-Founder, President, Houlihan Capital
Andrew Smith, CPA/ABV is a co-founder and President of Houlihan Capital. Mr. Smith was previously a Senior Vice President for EVEREN Securities, Inc. (formerly Kemper Securities, Inc., 1993 to 1996) where he was the founder and co-head of the firm's Mergers & Acquisitions Group. For the past 25 years, Mr. Smith has been active on a full-time basis in mergers and acquisitions and financing middle-market, private and public businesses. During this period, he has completed more than 200 M&A and financing assignments. Mr. Smith was previously a Managing Director at Geneva Capital Markets. Mr. Smith was an auditor for Ernst & Young, where he specialized in serving financial institutions. He is currently the chairman of Houlihan's Fairness and Solvency Committee and is a frequent speaker on business valuation and corporate finance topics.
He graduated with honors from Ohio Wesleyan University, earning a BA in Economics. Mr. Smith is a Certified Public Accountant and is registered with FINRA as a General Securities Representative (Series 7), General Securities Principal (Series 24), and a Financial and Operations Principal (Series 27). He is also a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. He is credentialed through the American Institute of Certified Public Accountants as "Accredited in Business Valuation."
 | | Practice Areas: | | Banking & Finance Law | | | Online Media Type: | | Audio | | | Production Date: | | 02/03/2021 3:00 PM EST | | | Level: | | Intermediate | | | Category: | | Standard | | | Duration: | | 1 Hours, 0 Minutes | | | Online Format: | | Live | | | Course Type: | | Public |
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| | • | John Levitske - Senior Managing Director, Ankura Consulting Group, LLC | | • | Lee A. Gould - CPA/ABV, JD, CFE, CFF; Managing Member, Gould & Pakter Associates, LLC | | • | Brian Laliberte - Founder, Managing Director, Oak Moon Consulting | | • | Andrew Smith - Co-Founder, President, Houlihan Capital |
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