Valuation in Mergers and Acquisitions and Building Business Value-Charlotte Chapter

When:  Dec 8, 2015 from 11:15 AM to 1:15 PM (ET)
Associated with  Charlotte, NC

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Program:  Valuation in Mergers and Acquisitions and Building Business Value


Tuesday, December 8th, 2015


This program covers how to build business value, what makes your company valuable, and how to deal with a sale or merger.




Justin Boyd, Director

Elliott Davis Decosimo


Jeff Wolfberg, President

CEO Focus of the Carolinas


Please see attached files for presenter bios.

Justin Boyd Elliott Davis Decosimo Bio.pdf

Jeff Wolfberg CEO Focus of the Carolinas Bio.pdf 


At the session, participants will learn


  • When is the right time to plan?

  • Understanding the “Three Valuation Approaches”

  • The importance of due diligence and the potential value adds / detractors

  • Walking through an example allocation of business value


Schedule for Program

Registration and networking:  11:15am to 11:45am

Lunch:  11:45am to 12:15pm

Program:  12:15pm to 1:15pm


To register please call the CFMA Charlotte Administrator at 704-609-4489; or email your registration to  Payments should be mailed to CFMA Charlotte, PO Box 31222, Charlotte, NC 28231-1222.  Please make checks payable to CFMA Charlotte.


To register online, visit and click on the Events Page.  Once you click on the event to register.


*CFMA Members or Returning Guests:  Use the Blue Button at the top of the page to “Login to see members only content”.  You will use your CFMA website ID and password to log on.


**Guests:  Please click on the Red “New Users” button to create a website ID.      



If registration is received by Friday, December 4, 2015 the cost is $30 for members and $40 for guests. 


After Friday, December 4, the cost is $35 for members and $45 for guests. 


Session Policies

Refunds and Cancellations

Meeting registration must be paid prior to the meeting or at the door.  No-shows and cancellations after Friday, December 4th, 2015 will be invoiced.


Program participants can earn up to 1 CPE credit in Business Management & Organization of study. 


Additional Information:

Prerequisites:  None


Who Should Attend?


Accounting Personnel

HR Personell

CPAs working in a training capacity


Advanced Preparations:  none

Program Level:  Intermediate

Delivery Method:  Group-Live


The meeting will be held at Byron's Southend, located at 101 W. Worthington Avenue, Suite 180.  Byron's Southend is located in the Courtyard Building of the Design Center of the Carolinas.  The Design Center is located on the corner of W. Worthington Ave. and Camden Rd., directly behind Sullivan's on South Blvd.  For complete directions, call Byron's Southend at 704-333-9779


***Parking***  Please be aware of the parking options

There are two parking lots for Byron’s Southend.  There is one at the corner of W. Worthington and Camden. 


For additional parking, go to the following parking lot.  If you are in front of the design center on W. Worthington headed towards S. Tryon, go to the stop sign and turn left on Haskins.  There is an additional parking lot on the right.



GreerWalker LLC will be sponsoring CPE Credit for CFMA this season.  When you register, please note if you would like this course to apply towards your required hours.  Thank you to GreerWalker!!! 


GreerWalker LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:




If you have any questions regarding CFMA, meeting registrations or the cancellation policy, please contact our chapter administrator.  Jennifer Wagner by phone (704) 609-4489 or






CFMA Charlotte will be supporting Turning Point this holiday season.

**Please bring donations to the Tuesday, December 8th chapter meeting.**


What is Turning Point?

Turning Point began serving women and children affected by domestic violence in 1985. Thanks to the support of the United Way and caring citizens within our community, the shelter has evolved into an 11,000 square foot, 42 bed facility, one of the largest in the southeastern United States. Though we are located in Monroe, North Carolina, are often used by residents of Charlotte and other surrounding counties.  Services offered:


What is the Mission of Turning Point?

Turning Point is committed to “turning our community away from domestic violence” and providing victims of domestic violence and their dependent children with safe shelter while they learn how to break free from their abuser. Professional staff, survivors and volunteers educate the community about the devastation caused by violence in the home and the social injustices women endure as a result of domestic violence. Staff and volunteers teach clients how to live an independent and violence free life through counseling, case management, victim’s advocacy and a variety of other services tailored to meet the needs of each client.


How can CFMA Charlotte Members and Guests help?

At the December 8th meeting, please bring an item off the attached Wish List!  If you don’t have time to run out to the store, we will also be accepting cash donations for the chapter to purchase items for the shelter.  Your support is greatly appreciated!

Turning Point Wish List 2015.pdf


Byron's Southend
101 W. Worthington Avenue, Suite 180
Charlotte, NC 28203

Pricing Information

Registration Regular Late
CFMA-Member $30.00 $35.00
Non-CFMA-Member $40.00 $45.00


Jennifer Wagner
(704) 609-4489