Top Valuation Methods and Their Ideal Applications

Thursday, 13 February 2025
Chair

Fiona Hansen, Senior Managing Director, Head of Valuations Advisory, FTI Consulting Australia 

Professional Skills
Key Valuation Issues in 2025

 

  • Best practice in using a valuation formula 
  • The most useful valuation methodologies and where to apply them 
  • Identifying and including appropriate valuation clauses in shareholder agreements 

Presented by Dan Taylor, Partner, Prime Financial Group; Fellow, Institute of Chartered Accountants Australia and Financial Services Institute Australia; Certified CA Business Valuation Specialist 

Description

Attend and earn 1 CPD hour in Professional Skills 

This program is applicable to practitioners from all States & Territories 

Presenters


Dan Taylor, Partner, Prime Financial Group
Dan has over 20 years of advisory experience in areas of mergers & acquisitions, performance improvement, strategy, valuation and corporate restructuring, through working in corporate advisory roles for major accounting firms and boutique practices in Sydney & Adelaide. His key sectors of expertise are infrastructure, financial services, industrial products and construction. Dan has undertaken numerous engagements in these and other sectors involving business acquisitions, sales & divestments, due diligence, business valuation (for transactional, tax and financial purposes), expert witness reports, independent expert reports, strategic board / management analysis, operational & financial performance improvement as well as sitting on advisory boards of significant Australasian businesses. In the past, he has consulted and provided advice to a diverse range of businesses including Virgin Australia, Metcash, Incitec Pivot, BUPA Australia, NIB, Gloria Jeans, AMP Capital, IFM Investors, UniSuper, SA Government, Commonwealth Government, Sydney Airport, FlexiGroup, Schefenacker, Hills Industries, Sumitomo, Broadspectrum (previously Transfield Services), Flight Centre, Seven West Media, Pacific Magazines, Chubb Security, Salmat, SportsBet Australia and many other private entities in Australia and Asia. He has completed a Bachelor of Commerce and is a Fellow at the Institute of Chartered Accountants Australia and Financial Services Institute Australia as well as a certified CA Business Valuation Specialist.


Fiona Hansen, Senior Managing Director and Head of Valuations Advisory, FTI Consulting
Fiona is a Senior Managing Director and leads FTI Consulting’s Valuation Advisory practice in Australia. She has over 28 years' experience in corporate finance and business valuations having held senior roles in the Big 4 accounting firms working in Australia, Europe and South Africa. Fiona specialises in valuations of businesses, intangible assets, equity and debt instruments, executive options, impairment testing and independent experts reports. She has prepared numerous valuation reports for a range of purposes, including mergers and acquisitions, accounting, taxation, stamp duty, Corporations Act and ASX requirements. Fiona’s valuation reports comply with the relevant standards or professional requirements. They are succinct, easy to read and give clients confidence in the final outcome. Fiona has also undertaken numerous corporate finance assignments involving mergers and acquisitions, divestments and financial due diligence.

Thursday, 13 February 2025
Chair

Fiona Hansen, Senior Managing Director, Head of Valuations Advisory, FTI Consulting Australia 

Professional Skills
Key Valuation Issues in 2025

 

  • Best practice in using a valuation formula 
  • The most useful valuation methodologies and where to apply them 
  • Identifying and including appropriate valuation clauses in shareholder agreements 

Presented by Dan Taylor, Partner, Prime Financial Group; Fellow, Institute of Chartered Accountants Australia and Financial Services Institute Australia; Certified CA Business Valuation Specialist 

Description

Attend and earn 1 CPD hour in Professional Skills 

This program is applicable to practitioners from all States & Territories 

Presenters


Dan Taylor, Partner, Prime Financial Group
Dan has over 20 years of advisory experience in areas of mergers & acquisitions, performance improvement, strategy, valuation and corporate restructuring, through working in corporate advisory roles for major accounting firms and boutique practices in Sydney & Adelaide. His key sectors of expertise are infrastructure, financial services, industrial products and construction. Dan has undertaken numerous engagements in these and other sectors involving business acquisitions, sales & divestments, due diligence, business valuation (for transactional, tax and financial purposes), expert witness reports, independent expert reports, strategic board / management analysis, operational & financial performance improvement as well as sitting on advisory boards of significant Australasian businesses. In the past, he has consulted and provided advice to a diverse range of businesses including Virgin Australia, Metcash, Incitec Pivot, BUPA Australia, NIB, Gloria Jeans, AMP Capital, IFM Investors, UniSuper, SA Government, Commonwealth Government, Sydney Airport, FlexiGroup, Schefenacker, Hills Industries, Sumitomo, Broadspectrum (previously Transfield Services), Flight Centre, Seven West Media, Pacific Magazines, Chubb Security, Salmat, SportsBet Australia and many other private entities in Australia and Asia. He has completed a Bachelor of Commerce and is a Fellow at the Institute of Chartered Accountants Australia and Financial Services Institute Australia as well as a certified CA Business Valuation Specialist.


Fiona Hansen, Senior Managing Director and Head of Valuations Advisory, FTI Consulting
Fiona is a Senior Managing Director and leads FTI Consulting’s Valuation Advisory practice in Australia. She has over 28 years' experience in corporate finance and business valuations having held senior roles in the Big 4 accounting firms working in Australia, Europe and South Africa. Fiona specialises in valuations of businesses, intangible assets, equity and debt instruments, executive options, impairment testing and independent experts reports. She has prepared numerous valuation reports for a range of purposes, including mergers and acquisitions, accounting, taxation, stamp duty, Corporations Act and ASX requirements. Fiona’s valuation reports comply with the relevant standards or professional requirements. They are succinct, easy to read and give clients confidence in the final outcome. Fiona has also undertaken numerous corporate finance assignments involving mergers and acquisitions, divestments and financial due diligence.

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Top Valuation Methods and Their Ideal Applications

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DELIVERY MODE BELOW

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Single Session
CPD Points 1
$160.00
On Demand 20250720 20250213

On Demand

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