The Valuation Conference offers an opportunity to learn about current developments in business valuation. The broad range of subjects covered should be of interest to all practitioners working in this area.
This year's programme provides you with the option of attending either the full day, morning or afternoon session.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
Please note that the programme is subject to change
General Valuation Sessions
Growth shares - is there value above the current value?William Franklin, Founder, Pett, Franklin & Co. LLP
In this session, William Franklin, Founder of Pett, Franklin & Co. LLP will cover the value of growth shares, discussing what the WEG exposure draft says about growth shares, and CVM, PWERM and OPM – and other alternatives. He will also look at the feedback to the ED, including valuation methods being used in practice.
Specialist Valuation Sessions
William Franklin, Founder, Pett, Franklin & Co. LLPWilliam is a Chartered Accountant and a leading share valuer and adviser on accounting for employee share schemes. He is an experienced designer of employee share schemes and conversions to EOT employee ownership. With David Pett, he founded the specialist employee share scheme law firm Pett, Franklin & Co LLP and chairs the Worked Example Group (WEG) which works with HMRC Shares Valuation to develop new valuation worked examples for the HMRC Share Valuation Manual.
Tomas Freyman, UK Head of Valuations & Modelling, Grant Thornton UK LLPTomas Freyman is a partner at Grant Thornton UK LLP. He leads the UK Valuations & Modelling team. He has particular expertise across Renewable Energy where he and the team have valued in excess of 10 gigawatts of renewable energy generating capacity for dozens of corporates and infrastructure funds investing in wind, solar, energy storage, energy efficiency and biomass.
Katrina Hallpike, Valuations Partner, PwCKatrina specialises in the valuation of early-stage businesses and portfolios. She supports clients buyside and sell-side on transactions as well as performing valuations for financial reporting, tax, restructuring or disputes. Kat also provides advice on valuation process and governance to clients, particularly in the asset management sector. She has over 17 years of experience specialising in financial services and technology valuations, including three years offshore in the Channel Islands, two years in Singapore working across South-East Asia and four years leading PwC’s valuation business in Scotland.
Tariq Javaid, Corporate Finace Partner, AzetsTariq is Corporate Finance Partner at Azets and he focuses on Mergers and Acquisitions within the owner managed space. Having previously spent many years in industry he can relate to and has first hand experience of the challenges facing entrepreneurs.His specialises include helping clients grow their business through acquisitions. Helping management teams buy the business they currently work in as well as succession planning and executing exit plans for successful entrepreneurs. He has also implemented a number of Employee Ownership schemes for his clients.
Jeavon Lolay, Head of Economics & Market Insight, Lloyds BankJeavon leads the Economics & Market Insight team, primarily focusing on the UK economy and global developments that impact major financial markets. His team communicates the views of Lloyds Bank externally, both through regular written commentary and formal presentations. Jeavon regularly presents at events across the UK and internationally.
David Mitchell, Managing Director - Valuations, Interpath AdvisoryDavid was Head of UK valuations at BDO LLP before joining Interpath Advisory. David has extensive experience in contentious and non-contentious matters using different valuation methodologies. David has been appointed an expert over 40 times, regarding valuation and quantum of damages or loss of profits from breach of warranty or contract claims, post-acquisition and cross border disputes and infringement of intellectual property rights. Including litigation in UK, DIFC, Canadian, Jersey, BVI and Cayman courts. He has given testimony on 20 occasions in UK courts, Dubai International Financial Court, part of a deposition in Canada and arbitral tribunals in several jurisdictions.
Andrew Strickland, Consultant, Scrutton BlandAndrew is a Chartered Accountant with many years’ experience of corporate transactions with specialism as a business valuer. He is also a main contributor to ICAEW’s quarterly newsletter and presents regularly to service users. Andrew is a consultant to Scrutton Bland where he indulges in work related to business valuation, litigation support and corporate finance transactions, acting for both buyers and sellers, advising value, on the main terms and on the tax implications of transactions.
Steve Thomas, Assistant Director, HMRCHaving entered the Inland Revenue in 1985, Steve spent seven years in HM Inspector of Taxes before first joining Shares and Assets Valuation in 1992. Steve has led a number of the office’s specialist areas and worked in Shares and Assets Valuation’s Intellectual Property Team. He now heads the office’s Litigation Team and has acted as expert witness on valuation issues. Steve was one of the first Shares and Assets Valuation valuers to become a full Member of the Royal Institution of Chartered Surveyors through successfully completing their Assessment of Professional Competence in the Valuation of Businesses and Intangible Assets. As Assistant Director Steve oversees and advises some of the most experienced valuers in Shares and Assets Valuation. He is currently leading the office’s position in several contentious policy areas and is a regular speaker on valuation issues outside HMRC.
Early bird rate*
*Early bird rate valid until Monday 31 July
Group discountsWhen you purchase 5 or more tickets, you will automatically receive 20% off at checkout.
Dual booking discount*20% group discount is applied automatically at checkout. **Only one discount can be used per booking.
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