The Impact of Secondary Transactions on Business Valuations

Understand key risks and best practices to strengthen your next valuation.

Secondary transactions are playing an increasingly critical role in valuations. These transactions introduce complexities that can impact financial reporting and audit readiness. Failing to account for them properly could lead to compliance risks, tax implications or valuation disputes.

Don’t leave your valuation to chance. Join us to gain the insights you need to guide your next steps effectively.

Learning Objectives:

• Identify what secondary transactions are and their prevalence.
• Discuss draft guidance released by an AICPA taskforce on secondary transactions.
• Describe key considerations to assess the impact of secondary transactions on fair value.

Speakers

• Nadia Carey, Senior Director, Armanino Advisory LLC
• Jason Woon, Partner, Armanino Advisory LLC