Date: 22 & 23 October 2020

Time: 6:30pm to 9:30pm

CPD hour: 6 hours (3 hours per module)

Event overview

Business valuation is a core skill of many valuers and forms part of the professional services provided by many RICS members. Professional business valuations are vital to a healthy market and stable economy, forming the basis of performance analysis, financing decisions, transaction or development advice, dispute resolution, taxation and various statutory applications.

Specialist business valuers can work in both the public and private sector and practice the valuation of both small businesses and large corporations. Robust practice standards form the basis of high-quality business valuations.

Day 1 - Step by step to valuing a business

Trainer - Mr Ross Wang

This course provides you with the core methodologies and skills needed to perform valuation for a business and intangible asset. It will be particularly valuable to those who are looking for a detailed step-by-step explanation of how to value a business. Three core valuation methodologies, namely market approach, income approach and cost approach, will be covered with real life case study sharing.

Day 2 - Getting Qualified as a Chartered Business Valuer

Trainer - Ms Stella Law

The competency requirements of this pathway are similar to the valuation pathway. However, this pathway includes the valuation of business interests and intangible assets instead of properties. This course will help you on creating a strong, defined written submission in line with this pathway's competency requirements. Using a blend of case studies and real life examples of Business Valuation, you will gain the skills to effectively demonstrate your own abilities and attributes against the RICS framework.

Learning objectives

• Understand the fundamentals of Valuation for Business and Intangible Asset
• Learn the most common methodologies in modern BV
• Learn a step-by-step model for valuing a business
• Acknowledge the types of experience that are effective demonstrations of a competency
• Write and discuss competencies according to RICS APC criteria

Structure

• Case Sharing
• Valuation model demonstration

Who should attend

This course is suitable for professionals who are working in

• Private equity
• Investment banking
• Corporate developmentand
• Finance and accounting

This is also suitable to those who are looking to qualify as a “Chartered Surveyor” through the Valuation of Business and intangible assets, or exploring opportunities in Business Valuation and would like to learn about the fundamentals and takeaway some hands-on BV skills.

Trainer

 Mr Ross XH Wang, CFA

Director, CHFT Advisory and Appraisal Limited

Ross has over 10 years of experience in providing business valuation services to companies ranging from multinationals, public listed companies and government institutions. He has been providing business valuation services for wide range of purposes, including financial reporting, pre-IPO investment, transaction pricing, as well as due diligence. Ross started his career in providing audit & assurance services in Ernst & Young in 2008, and subsequently joined the business valuation department of CBRE.

Ross has abundant practical experience in helping client dealing with regulatory bodies. He has specialized knowledge of accounting standards such as IFRS, US-GAAP, as well as Listing Rules issued by Stock Exchange and Takeovers Code issued by SFC.

Ross works with business owners’ advisors such as financial advisors, sponsors, lawyers and auditors to develop optimal client solutions. He provides valuation services which covers wide range of industries including construction, infrastructure, property, consumers, financial technology, biological technology, agriculture, etc.

Ms. Stella K Y Law  MRICS

Executive Director

CHFT advisory and appraisal limited

 Stella specializes in valuation of business and intangible assets with over 15 years’ experience in the industry. She has extensive experience in all phase of M&A activities, from pre-IPO investment/pre-transaction analysis to due diligence negotiation process, as well as financial reporting process upon the deal completion for a wide range of industries.  She has served the owners of small-to medium size privately held companies, listed companies and state-owned enterprises.

She often works with business owners' advisors such as financial advisors, sponsors, lawyers and auditors to develop optimal client solutions. Currently, business valuations is her primary focus, which are in compliance with listing rule and financial reporting purpose. Prior to founding CHFT Advisory & Appraisal, she was the co-founder of the valuation arm for a one of top-ten accounting firm in Hong Kong and Singapore; and formerly, she was leading a business valuation department for an S&P 500 company.

She provides valuation services to cover a wide range of industries including construction, apparel, food & beverage, property, hotel and leisure, infrastructure, environmental protection, construction, manufacturing, etc.

Enquiry

Peter Au

Tel: 2116 9719

Email: pau@rics.org