The DFW PE Forum is pleased to announce the return of an educational series for its members. Events will be held during lunch at the Park Cities Club. Lunch will be provided by the club at no charge to DFW PE Members. Space is limited to the first 25 registries.
Date: Friday, October 24, 2014Time: 11:30 am - 1:00 pmLocation: Park City Club, 5956 Sherry Ln #1700, Dallas, TX 75225
Topics to be covered will include:
Importance of working capital (WC) adjustments and purchase price implications
Strategy of negotiating WC adjustments early (LOI) vs. late (purchase agreement)
Definition of WC - what to include/leave out
Calculation of WC – 12/6/3 month peg vs. weighted average peg
Difficult WC situations – working capital that is seasonal, growing quickly, negative, erratic
Expensed vs. capitalized items that effect EBITDA
How to avoid an inventory write-down and its effect on EBITDA
Proof of cash, quality of earnings
Finding value in assets through appraisals
Assessing budgets/forecasts
- Sponsored by EY and Montgomery Coscia Greilich - Moderated by Will Walters -
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