Integrated Financial Modeling for M&A and Valuations 1 Credit
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Sep 03, 11:30 AM
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Are you ready to unlock the secrets of successful M&A transactions and valuations? Dive into the realm of integrated financial modeling, where numbers come alive to shape the future of strategic decision-making. Welcome to our dynamic webinar that unveils the power of "Integrated Financial Modeling for M&A and Valuations."
In today's fast-paced business landscape, mergers and acquisitions are key strategic moves. But how can you ensure you're making informed decisions that pave the way for growth and success? That's where integrated financial modeling comes in. This CPE Finance Webinar takes you on a journey through the art and science of creating robust financial models that decode the complexities of M&A transactions and valuations.
Through this online course, you'll master the techniques of building intricate models that encapsulate the financial fabric of target companies. Learn to dissect historical performance, forecast future scenarios, and factor in synergies and risks. Our expert instructor Gregory Holzel will guide you in assessing the financial viability of transactions and estimating the true value of target entities.
Major Topics Covered:
Join us in this illuminating webinar to gain the expertise that sets you apart in the world of M&A and valuations. Let your financial models be the guiding light for successful transactions and impactful decision-making. Don't miss this opportunity to elevate your skills and excel in the intricate world of integrated financial modeling.
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting. He resides at 15 Red Maple Drive in Etters, PA 17319 and can be contacted at gregory.holzel@outlook.com or 717-608-0368.
Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.
Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.
Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.
Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.
Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.
Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Truly a different perspective in valuation focused on purchasing instead of selling, merging instead of divesting. Measuring synergies, modeling the assumptions with more than the traditional discounted cash flow, measuring probability of management attainment of assumptions, etc. offer a new look at the discipline. I really enjoyed the speaker. I have had the honor of hearing him in other presentations. First Rate!
Great job in explaining M&A Valuation issues. The topic was too inclusive for the budgeted time. All 60 minutes was used with the last point 6 on valuation being abbreviated. I would suggest at least 1.5 hours. Mr. Holzel's knowledge and explanation was outstanding. Thank you.
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