Valuation Insights to Build Business Value

SAN DIEGO CHAPTER EVENT

Valuation Insights to Build Business Value


This is the starting point: It is not just the valuation number, but the key areas that the Valuation Professional identifies as the areas to focus on that will build business value. While many factors influence value, they can be broken down into internal and external. Addressing these factors in the exit planning process can build business value.

In very simple terms, the key internal value factors revolve around margins, growth and risk, key person risk and management, revenue dynamics, balance sheet, growth, size, intangible assets, capital requirements, track record/history, and margins and profitability.

External factors revolve around market multiples, industry growth and trends, capital markets, debt/equity, government regulations, political climate, and competition.

Learning Objectives:

  • List the internal value factors
  • List the external value factors
  • Define the term “intangible assets” in the context of business valuation

 

Meet the Presenter

 

Thank you to our Sponsor:

This meeting will be held at Corporate Alliance.

Venue Address: Corporate Alliance: 9540 Towne Centre Dr, Ste 150, San Diego, CA 92121

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPISanDiego.org.

About the Presenter


Rich Barth

Rich Barth

Vantage Point Advisors

Meet Rich Barth

Rich Barth’s diverse background has enabled him to develop an impressive combination of leadership, transactional and technical capabilities. Prior to joining Vantage Point Advisors, Inc., Mr. Barth was the head of a valuation practice at a boutique investment bank where he directed all aspects of the firm’s valuation activities. Since completing business school, Mr. Barth has compiled over 15 years of international investment banking and valuation experience at firms including Goldman Sachs, HSBC Securities and Houlihan Lokey.

During his career Mr. Barth has worked in Singapore, Canada, the United Kingdom and Southern California and has managed and executed a variety of engagements involving complex business and securities valuations including ESOPs, fairness opinions, financings, litigation, mergers and acquisitions, tax and financial reporting and strategic alternatives. He has experience in a variety of industries including aerospace and defense, business services, energy and mining, entertainment and media, healthcare, manufacturing, real estate, retailing and technology.

As a research analyst, Mr. Barth published over 100 reports covering over 20 companies in the real estate, printing and publishing, advertising and media and entertainment industries. Mr. Barth’s advisory clients benefit from his unique combination of capital raising, transaction and business valuation expertise. During his career, he has valued hundreds of businesses with equity values exceeding $35 billion and has negotiated and structured both public and private equity and debt financings, personally raising over $250 million in transactions exceeding $3 billion.

Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.