Educational Series: Finding Hidden Value in Buyside Due Diligence

Date
Fri, 10/24/2014 - 12:302014-10-24 12:30:00 2014-10-24 12:30:00 Educational Series: Finding Hidden Value in Buyside Due Diligence 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 registrants.    Date: Friday, October 24, 2014Location: Park City Club, 5956 Sherry Ln #1700, Dallas, TX 75225Time: 11:30 am - 1:00 pm 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 -  Dallas Forth Worth Private Equity Forum dfwpeforum@ey.com America/New_York public
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 registrants.    Date: Friday, October 24, 2014Location: Park City Club, 5956 Sherry Ln #1700, Dallas, TX 75225Time: 11:30 am - 1:00 pm 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 -