Join our exclusive 2-days workshop designed for company owners, entrepreneurs, C-level executives, and finance professionals. Led by industry experts Rachel Sargent BEng FCA and Marc A. Cannizzo MBA who have M&A and valuation experience across global markets. This workshop offers you the building blocks of company valuation theory plus hands-on exercises and real-world case studies to create a company valuation. Whether you're looking to understand company valuation fundamentals, develop practical skills, or make informed company sale/ acquisition decisions, this workshop is your gateway to success.

• Company owners and entrepreneurs

• C-level executives

• Banking, consulting and finance professionals

• Discover how to capture all the valuation drivers that maximize company value.

• Understand the fundamentals of company valuation methodologies and underlying financial models.

• Explore which valuation methodologies are relevant to which businesses and commercial situations.

• Develop hands-on skills in calculating company value such as building a “Valuation Defence”, identifying hidden value and strategic decision support for company sale/ acquisition transactions

• Make sense of valuations and deals reported in the press.

➢ What a comprehensive Company Valuation looks like

➢ Financial toolkit (time value of money, finance for non-finance recap)

➢ Company valuations in context: capital raising and company sales/acquisitions, and management performance metrics

➢ Valuation Methods

⮚ All about financial models: the practice and the theory, as a basis for valuations. 5 example models discussed.

⮚ Group exercise: Together, we build a comprehensive valuation report for our “case study” company, which will include three different strategic scenarios defined by key business assumptions.

• Discrete group valuation exercises to get practical experience on how to do it implement teory into practice. e.g. DCF: Calculate the free cash flows, create a DCF valuation (use Cost of capital and make Terminal Value assumptions), etc.
• Learn what a Valuation Report/Defence should include while working on one.

⮚ Conclusions: Recap on pros and cons, applicability of each method, and the balance between quantitative and qualitative data, and which methods are the ones most used in practice.

RACHEL SARGENT BEng, FCA is a finance and strategy consulting professional with 25 years in emerging market M&A and consulting; finance raises, company sales and acquisitions, start-ups, deal origination, strategy and business planning, CEO mentoring. Rachel currently has a strong focus on developing start-ups in sustainable Food and Agri. Rachel was founder president of AICA Network - an international M&A network, Managing Partner of Osprey Partners a boutique M&A company and worked for PwC London, Minsk, Moscow and Bucharest. Rachel is a UK Chartered Accountant, graduated from UCL London in Electronic Engineering and speaks English and Romanian.

MARC A. CANNIZZO MBA has more than 30 years of banking and general business advisory experience. He delivers finance training courses to corporate clients and for the international finance qualifications ACCA and CIMA in Southeast Europe, the Mideast Africa and Asia. His areas of focus include treasury, company valuations, financial and performance management, management accounting, corporate governance and credit/financial analysis. Marc worked for Citibank/Citicorp Zurich, CH in corporate and private banking,Deloitte & Touche management consulting (Bucharest); CAIB Investment Bank (Austria). Marc graduated Brown University (USA); MSC LSE (UK) and MBA INSEAD (FR). He speaks German,English and Romanian.

*Price does not include VAT.

PLACES: 20 available

This is the second edition of this workshop, and it is powered by Accesa, a people-first, customer-centric culture that enables people to thrive, clients to grow, and their end users to succeed.

Participants at the first edition (March 2025) came from: