Navigating the Impact of Tariffs on Valuations

The Tariff Effect

Tariffs are a powerful force in shaping global trade, market dynamics, and corporate strategy.

For valuation professionals, investors, and business leaders, understanding how tariffs ripple through financial performance and long-term enterprise value is more critical than ever.

This webcast offers a deep dive into the complex ways tariffs affect business valuations across industries.

We’ll examine:

• How tariffs influence financial projections, requiring close attention to revenue forecasts, cost structures, and risk-adjusted discount rates
• Explore their downstream effects on profit margins

From pricing strategies to sourcing shifts and operational efficiencies, we’ll highlight how companies adapt.

Beyond the numbers, we’ll unpack broader business implications:

• Supply chain disruptions
• Product line viability
• Evolving customer demand

Attendees will gain practical insights on incorporating tariff-related risks and opportunities into valuation models, and communicating those impacts effectively to stakeholders.

This session will equip you to navigate uncertainty and make informed decisions about:

• Driving valuation strategy
• Advising on cross-border trade
• Managing a business affected by shifting tariff policies

Key Topics

• Tariffs can change a business's cost structure, affecting financial projections
• Tariffs can increase costs for imported goods, squeezing profit margins
• Tariffs can disrupt supply chains, making materials or products more expensive or harder to obtain
• Businesses might need to alter their product lines in response to tariffs

Learning Outcomes

• Identify the impact of tariffs on financial projections and key valuation assumptions.
• Recognize how shifts in profit margins and cost structures influence business valuations.
• Recall the broader implications of tariffs on supply chains, product lines, and long-term enterprise value.
• Indicate approaches to incorporating tariff-related risks and opportunities into valuation models.

Who Will Benefit

This session is for valuation professionals, financial analysts, accountants, and consultants advising on business valuation.

It will also benefit corporate finance executives, investment professionals, and attorneys understanding tariffs' financial and operational impacts as well as professionals in supply chain strategy or cross-border trade.