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How to Use MergerShark to Improve Your Market Approach
Management Accounting
Webcast

How to Use MergerShark to Improve Your Market Approach

Learn how to effectively search, review and leverage MergerShark, a market-based transactional database, to enhance the completion of your valuation reports.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Basic

CPE Credits

1

Instructor

Brian Pearson

Availability

3 months

Product Number

WC4498428

 View  
 Business & partner 
Product Details

Enhance your market-based valuation approach

Transform your market approach to valuation into a more accurate and user-friendly process with access to up-to-date information.

In this session, you'll learn how to:

  • Efficiently search for and utilize data in your valuation reports
  • Generate an MS Excel table from your search results
  • Incorporate seller future years transaction multiples into your analysis
  • Use the latest information for your discounts for lack of marketability (LOM) and discounts for lack of control (LOC) calculations.

Key Topics

  • Recent market transaction multiples and LOM and LOC discounts
  • Equity versus enterprise values
  • Discount rate data for your income approach
  • What different reported premiums mean for determining an LOC

Learning Outcomes

  • Identify key report assumptions such as market method multiples, discount rates and valuation discounts.
  • Recognize how to efficiently and effectively prepare a valuation report with all the information available at one source.
  • Recognize the reliability of information that you are using in your valuation reports.

Who Will Benefit

  • Accounting professionals
  • Financial analysts and risk managers
  • Business valuation professionals
  • Mergers and acquisitions (M&A) advisers
  • Valuation consultants
More Details
NASBA Field of Study
Specialized Knowledge
Level
Basic
Prerequisites
none
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

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Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Brian Pearson
Mr. Pearson is the founder and managing member of Valuation Advisors, LLC (VAL). VAL specializes in the determination of value for estate and gift taxes, mergers and acquisitions, shareholder/partner planning, business corporation law, fairness opinions, matrimonial matters, intangible and intellectual property assets, and various other employee, tax, and litigation matters. Mr. Pearson has over 25 years experience in providing business valuation and consulting services. He has obtained his Accredited in Business Valuation (ABV), Certified Financial Forensics (CFF) and Personal Financial Specialist (PFS) designations from the American Institute of Certified Public Accountants (AICPA) and his senior appraiser (ASA) designation from the American Society of Appraisers Mr. Pearson is a past Chairman and a current member of the AICPA ABV exam task force (providing oversight for the preparation of the ABV exam for CPA’s nationwide), a past Chairman and current member of the New York State Society of CPA’s Business Valuation committee and a current member of the its Ethics and CFO committees, and the current President of the Estate Analysts of WNY. Mr. Pearson is the creator of the Valuation Advisors Pre-IPO Discount for Lack of Marketability database. The largest source of transactions (over 15,000) on illiquidity information for closely held entities in the world, and is utilized by CPA and valuation firms, law firms, government agencies, and investment banks domestically and in over 20 foreign countries, available at BVResources.com, in the deal and market data section. He is also the creator of MergerShark, an extensive merger, acquisition, and valuation content database, and the exclusive member benefit M&A database for the AICPA. MergerShark contains deal transaction data, income method data, Discounts for Lack of Control and Lack of Marketability and much more valuation related data. Mr. Pearson is also a frequent speaker on valuation and finance topics.
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