Montreal Workshop Committee presents:
Thumbs Up, or Two Thumbs Way Down?
Rules of thumb in valuation
Tuesday January 31, 2017
Space is limited to only 60 individuals.
Register early to secure your spot
Overview
The Montreal Workshop Committee invites you to join us for an examination of the benefits and
pitfalls of using rules of thumb in valuation:
 Rules of thumb – an overview
 Sources of rules of thumb data in valuations
 Example - an examination of the “Business Reference Guide” by Tom West
 Benefits and pitfalls of using rules of thumb to value business interests
 Application example
 Comments from Canadian Courts with regard to the use of rules of thumb for valuation
purposes
Presenter
Prem Lobo, CPA, CA, CBV, CPA (Illinois), CFE CFF
Principal, Business Valuations, Damages Quantification, Forensic Investigations – Cohen Hamilton
Steger & Co. Inc., Toronto
Prem Lobo is a Principal at Cohen Hamilton Steger & Co. Inc. and a former Associate Director at Navigant Consulting’s
Disputes & Investigations practice. Prem specializes in the quantification of damages, business valuations and forensic
accounting. His practice has been focused exclusively in this area since 2001.
Prem has been involved in the quantification of damages resulting from breach of contract, misrepresentation, intellectual
property matters and other financial disputes. He has been involved in business valuations pursuant to shareholder
disputes, purchase price allocations, corporate acquisitions and for various transactions. Prem has experience in
quantifying damages in class action lawsuits, quantifying business loss arising from expropriation proceedings, and
performing valuations and transfer pricing analyses in tax litigation contexts.
Prem’s damages quantification, business valuation, and forensic accounting experiences have encompassed a diverse
range of industries including manufacturing, software development, power generation, pharmaceuticals, financial services,
real estate, retail, construction and others. Prem has prepared or assisted in the preparation of numerous expert reports
and affidavits. Prem has participated in various arbitrations and has appeared as an expert witness at trial and at mediation
proceedings.
Prem is a frequent public speaker and writer, and has published in numerous legal and accounting periodicals including
Business Valuation Digest, the Lawyer’s Weekly, CA Magazine and the Ontario Expropriation Association Newsletter. Prem
has taught accounting courses at the undergraduate and graduate levels at York University’s Schulich School of Business
and the University of Ontario. Prem has authored or co-authored six accounting-related text books and study guides.
Prem sits on the Board of Directors of the Ontario Expropriation Association.
Register
Register Online:
https://cicbv.ca/events/montreal-workshop-thumbs-up-or-two-thumbs-way-down-rules-ofthumb-in-valuation/
Fees
35$ + Tax - Members/students
45$ + Tax - Guests
Payment is due at the time of registration.
Once you register for this event, no refunds will be issued, however you may
substitute your attendance with someone else as long as a written request is emailed
in advance.
Location
EY
800, boul. René-Lévesque O., Bureau 1900, Montréal
19th floor
Time
8:00 AM – 8:30 AM ~ Registration/breakfast
8:30 AM – 10:00 AM ~ Presentation
CE Hours
1.5
Le Comité de Montréal présente:
Thumbs Up, or Two
Thumbs Way Down?
Règles du pouce en contexte d’évaluation
Mardi le 31 janvier 2017
L’endroit est limité à 60 personnes.
Inscrivez-vous rapidement afin de ne pas manquer
cet événement.
Aperçu
Le Comité de Montréal vous invite à vous joindre à nous pour une revue des
avantages et inconvénients liés à l’utilisation des règles du pouce (ou règles
empiriques) en contexte d’évaluation :
 Règles du pouce – un survol
 Sources de données pour les règles du pouce
 Exemple - une revue du “Business Reference Guide” par Tom West
 Les avantages et inconvénients liés à l’utilisation de règles du pouce en contexte
d’évaluation d’entreprise
 Exemple d’utilisation
 Commentaires des tribunaux canadiens concernant l’utilisation de règles
empiriques en contexte d’évaluation
Présentateur
Prem Lobo, CPA, CA, EEE, CPA (Illinois), CFE CFF
Principal, Évaluations d’entreprises, Quantification de dommages, Enquêtes juricomptables –
Cohen Hamilton Steger & Co. Inc., Toronto
Inscription
Inscription en ligne:
https://cicbv.ca/events/comite-de-montreal-thumbs-up-or-two-thumbs-way-downregles-du-pouce-en-contexte-devaluation/?lang=fr
Coûts
35$ + taxes Membres/Étudiants
45$ + taxes - Invités
Payable lors de l’inscription.
Aucun remboursement ne peut être accordé une fois inscrit à l’événement.
Toutefois, vous pouvez remplacer votre présence par quelqu’un d’autre si une
demande est envoyée par courriel auparavant.
Lieu
EY
800, boul. René-Lévesque O., Bureau 1900, Montréal
19e étage
Heures
8h00 – 8h30 ~ Enregistrement et déjeuner
8h30 – 10:00 ~ Présentation
Heures de
formation
1,5