Course Description

In this practical session, the speakers offer board members a strategic perspective on valuation and its vital role in corporate decision-making.

From mergers and acquisitions to joint ventures, tax filings, and financial reporting compliance, valuation supports many high-stakes scenarios. You will gain insights into when and why to engage valuation professionals, the standards they must adhere to, such as IVS or local frameworks, and how financial reporting and legal contexts shape valuation outcomes.

Topics covered:

• When does an organisation need a valuer?
  • M&A deals – a closer look at the past, present and future
  • Joint venture formation – finding the worth of assets injected
  • Equity financing or divesture – telling a cohesive corporate story with numbers
  • Compliance with financial reporting requirements
  • Tax filing
  • Legal disputes
• Standards and other requirements that valuers comply with
  • Does the valuer comply with the International Valuation Standards or other country-specific valuation standards, and what are the implications?
  • How do the financial reporting standards impact the valuation exercise and the value conclusion?
  • Specific requirements for tax filing and litigation purpose
• Case studies
  • Inappropriate valuation
  • Failure to seek advice from valuation professionals 

With this session, you will understand when your organisation needs to engage a valuer, the valuer’s role in supporting decision-making and regulatory compliance, and how valuation, financial reporting standards, and legal or tax requirements shape the valuation process.

Check out a CPE course delivered by Gregory Xu below.

BF314: Valuation of Financial Instruments: Employee Stock Options, Convertible Bonds, and Convertible Preference Shares