Course Summary

Duration1 hour

PresenterJohn Murphy & Yvonne O'Sullivan

Course Overview

The Methodology and Approach to Valuing Irish Businesses

This webinar will review the valuation techniques that should be used in the valuation of small to medium size companies / businesses.

This webinar will include among other items:

  • Quick review of the valuation methods;
  • Some of the more common methods used in practice;
  • The impact of non-trade items on the balance sheet;
  • The use of rules of thumb – multiples;
  • Recognising the importance of assessing the reasons for the valuations – different valuations for the same transaction for tax purposes;
  • The minority discount – when is it appropriate – the rates to use?
  • Summary of what should be included in a formal valuation;
  • The common errors made and common adjustments that should be considered;
  • The importance of determining what percentage of shares is being valued and who is it being valued for.

 


CPD Course Facilitators:

John Murphy: Tax, Corporate Restructuring and Practice Support, OmniPro

As a lead member of our technical support team, John relishes problem-solving to help accountants develop innovative client solutions and sharing technical knowledge on tax, financial reporting and auditing.

A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring and exit planning to Revenue audits. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring.

John also plays a key role as a researcher and subject-matter expert in developing OmniPro information products such as the CompaniesAct2014.com and FRS102.com. As a speaker at OmniPro CPD events, he brings these industry-leading insights to accountants participating in our training programmes.


Yvonne O’Sullivan: Tax Executive, OmniPro

Yvonne is a key member of our technical support team, providing advice on all tax heads in response to queries submitted through our Knowledge Hub platform. In addition, she provides support within the tax department on tax planning, restructuring and exit planning solutions for a range of clients.

A Chartered Certified Accountant, Yvonne trained and worked in small practice for a number of years followed by working for over 2 years in an independent Dublin based firm Beechwood Partners. She has experience with a range of professionals, executives, entrepreneurs and family groups assisting them with their tax compliance across all areas. She worked closely with clients providing daily practical and operational assistance with the management of their personal and business finance administration as well as assisting with the ongoing analysis and production of investment portfolio reports.

Yvonne has recently completed her final IATI Chartered Tax Adviser Exams, and plays a key role as a researcher on developing subject matter and content for our Knowledge Hub tax product.