Valuation and Ownership Transition
Optional Post-Conference Workshop

(separate registration required)
Registration Fee: $495.00 per person

Friday, October 28, 2011
Montage Hotel
Laguna Beach, CA

7:30 AM – 8:30 AM  
Continental Breakfast

8:30 AM – 9:00 AM 
Introduction to Valuation
Valuation Methodologies
Applications of Business Valuation to Ownership Transitions & M&A

9:00 AM – 9:30 AM 
Update on Public & Private Valuation Metrics in AEC
Results from ZweigWhite Survey
Trends in Public Valuations

9:30 AM –  9:45 AM 
Break

9:45 AM – 10:45 AM 
Introduction to Ownership Transitions
Key Elements of an OT Plan
Transition Methods
Buy/Sell Agreements
Formulas in OT

10:45 AM – 11:30 AM 
Fundamentals of M&A
Trends & Statistics
How to Prepare for M&A

11:30 AM – 12:15 PM 
Case Studies:  Understanding Where Firms Go Wrong

12:15 PM 
Wrap Up

12:30PM 
Program Ends

Register Now

About the Presenters

Tracey D. Jeffers
Principal,
ZweigWhite

Tracey Jeffers holds the senior-level Certified Business Appraiser (CBA) designation conferred by The Institute of Business Appraisers, the Certified Machinery and Equipment Appraiser (CMEA) designation conferred by the NEBB Institute and the Senior Business Analyst (SBA) designation awarded by the Society of Business Analysts.  Jeffers has completed valuations in multiple states ranging from small businesses to multi-million dollar operating companies to holding companies with a variety of assets. Additionally, she has served as an expert witness on business valuation litigation matters.

Hobson Hogan
Principal,
ZweigWhite