Aprio Private Equity Webinar Series

The COVID-19 Tax Tool Kit

Learn how to take full advantage of the new CARES Act rules for Net Operating Loss Limitations (NOL) amended returns, deferrals, payroll tax credits and R&D tax credits. During the webinar, our panel will address:

• Talent and workforce retention
• Tax relief and stimulus
• 382 Net Operating Loss Limitations
• Transfer pricing
• Bad Debt/Worthless Stock Deductions

Moderator:

• Michael Levy, Partner-in-Charge,  Aprio Private Equity

Expert Panelists:

• Cardell McKinstry, Partner, Transaction Advisory Services, Aprio
• Carli Huband, Partner-in-Charge, R&D Tax Credits, Aprio
• Charles Webb, Partner, Tax, Aprio
• Robert Verzi, Partner, International Tax, Aprio

Growing Your Own — Portfolio Company Improvement

Investors and mid-market executives looking to optimize operations to thrive in the new normal will learn about how to identify and mitigate risks that can impact revenue, costs, profitability and cash flow as well as specific tools to do so. During the webinar, our panel addresses:

• Business risk assessment
• Risk strategy
• Operational & performance improvements
• Transforming data into decisions
• Reducing banking fees to maximize profitability

Moderator:

• Michael Levy, Partner-in-Charge,  Aprio Private Equity

Expert Panelists:

• Dave Recchion, Partner, Enterprise Risk Management, Aprio
• Tim Saulnier, Director, Treasury Optimization, Aprio
• Chris Schultz, Director, Data & Analytics, Aprio
• Loree Connors, CFO, Vitamix

EBITDAC — COVID-19 Impact Quality of Earnings and Working Capital

Our panel will discuss the impact of shutdowns, evolving trends and the unpredictability of socially distanced investing. You’ll learn strategies for analyzing quality of earnings and working capital requirements and other considerations including:

• Incorporating both historical and recent performance trends in your evaluation of a target company
• The impact of supplemental funding such as PPP loans and forgiveness on earnings and working capital
• Deciphering the business impact of shifting customer and vendor mix

Moderator:

• Michael Levy, Partner-in-Charge,  Aprio Private Equity

Expert Panelists:

• Philip Krieger, Managing Director, TM Capital
• Bill Dupee, Director, Transaction Advisory Services, Aprio
• Bryan Weaver, Senior Manager, Transaction Advisory Services, Aprio

Insurable or Not? Representations and Warranties

Our panel discusses how you can address transaction risk through representations and warranties insurance (RWI). Topics to be covered include:

• Current insurance company appetites for writing RWI
• COVID-19 specific changes in pre-existing RWI language
• New COVID-19 related representation requests
• Changes in diligence around RWI
• Negotiating risk for COVID-19 related losses outside of RWI

Moderator:

• Howard ZandmanPartner-in-Charge, Litigation Support and Forensic Accounting Services, Aprio

Expert Panelists:

• Theodore Brown, Director, Litigation Support and Forensic Accounting Services, Aprio
• Sean Crnkovich, Managing Director, Transactional Risk Practice, Marsh & McLennan Companies
• Theodore Blum, Managing Shareholder, Greenberg Traurig

Gone Phishing — Cybersecurity in the Age of Teleworking

Our panel discusses how private equity firms can address risk management in the era of COVID-19. Expert panelists will discuss the current state of cyber, new and emerging threats, and cyber due diligence considerations. Learn best practice strategies for tackling:

• Cyber vulnerabilities amplified by COVID-19
• Identifying cyber risks by leveraging pen-testing
• Cyber risk management across your portfolio

Moderator:

• Michael Levy, Partner-in-Charge,  Aprio Private Equity

Expert Panelists:

• John Verry, Managing Partner, Pivot Point Security
• Abdul Badruddin, Director of Security, Beyond Trust
• Dan Schroeder, Partner-in-Charge, Information Assurance Services, Aprio

Rethinking Valuation

Our panelists discuss COVID-19’s impact on the transactions market, including:

• Transaction volume and recent trends
• Current market valuations and transaction multiples for select industries
• Prevalence of earnout structures in recently closed transactions

Moderator:

• David Zafft, Director, Transaction Advisory Services & Business Valuation Services, Aprio

Expert Panelists:

• Andy Wright, Director, BlackArch
• Carrie Zhou, Partner, Business Valuation Services, Aprio
• Simeon Wallis, Chief Investment Officer, Aprio Wealth Management

Navigating an M&A Transaction with a PPP Loan

Our panel discusses how private equity firms and strategic buyers and sellers can address buying and selling businesses that received PPP loans. Our Expert panelists cover:

• Whether to repay the loan as part of closing or to keep the loan outstanding post-closing
• Managing the timeline of both PPP forgiveness and an M&A transaction
• Determining the need for consent or approval from the PPP lender and SBA.
• The use of escrow accounts to mitigate forgiveness risk

Moderator:

• Bill Dupee, Director, Aprio Private Equity

Expert Panelists:

• Cardell McKinstry, Partner, Aprio Private Equity
• Chris Williamson, Senior Manager, Aprio Private Equity
• Daniel Nisenson, Senior Associate, Alston & Bird

Healthcare 2021 & Beyond M&A Webinar

As 2020 fades into the rear-view mirror, gain a competitive advantage in 2021 with Aprio’s Private Equity Team. They brought together Healthcare industry leaders to take stock of the new normal, plan for the future, and discover the next, new normal.

Topics Covered:

• Economic Health Report
• Market Trends, Analysis and Outlook
• M&A Market Conditions & Multiples
• Investment Banker Observations
• Industry Practitioner Experience and Best Practices

Moderator:

• Bill Dupee, Director, Aprio Private Equity

Expert Panelists:

• Simeon Wallis, Chief Investment Officer, Aprio
• Angela Dotson, Partner-in-Charge, Professional Services, Aprio
• Bill Dupee, Director, Aprio Private Equity
• John Reiboldt, Managing Director, Coker Capital

Technology 2021 & Beyond M&A Webinar

As 2020 fades into the rear-view mirror, gain a competitive advantage in 2021 with Aprio’s Private Equity Team.  They brought together Technology industry leaders to take stock of the new normal, plan for the future, and discover the next, new normal.

Topics Covered:

• Economic Health Report
• Market Trends, Analysis and Outlook
• M&A Market Conditions & Multiples
• Investment Banker Observations
• Industry Practitioner Experience and Best Practices

Moderator:

• Michael Levy, Partner-in-Charge,  Aprio Private Equity

Expert Panelists:

• Mitchell Kopelman, Partner-in-Charge of Technology & Blockchain Practice, Aprio
• Simeon Wallis, Chief Investment Officer, Aprio
• Chris Rose, Managing Director, Marks Baughan

Real Estate & Construction 2021 and Beyond M&A Webinar

As 2020 fades into the rear-view mirror, gain a competitive advantage in 2021 with Aprio’s Private Equity Team. They brought together Real Estate and Construction industry leaders to take stock of the new normal, plan for the future, and discover the next, new normal.

Topics Covered:

• Economic Health Report
• Market Trends, Analysis and Outlook
• M&A Market Conditions & Multiples
• Investment Banker Observations
• Industry Practitioner Experience and Best Practices

Moderator:

• Bill Dupee, Director, Aprio Private Equity

Expert Panelists:

• Alan Vaughn, Parter-in-Charge, Real Estate & Construction, Aprio
• Richard Reid, Senior Managing Director, Atlanta & Nashville Co-Office Head, JLL
• Simeon Wallis, Chief Investment Officer, Aprio
• Justin Elanijan, Parter, Assurance Services, Aprio
• Darrin Friedrich, Tax Parter, Aprio

Manufacturing & Distribution 2021 & Beyond M&A Webinar

As 2020 fades into the rear-view mirror, gain a competitive advantage in 2021 with Aprio’s Private Equity Team. They brought together Manufacturing & Distribution industry leaders to take stock of the new normal, plan for the future, and discover the next, new normal.

Topics Covered:

• Economic Health Report
• Market Trends, Analysis and Outlook
• M&A Market Conditions & Multiples
• Investment Banker Observations
• Industry Practitioner Experience and Best Practices

Moderator:

• Michael Levy, Partner-in-Charge,  Aprio Private Equity

Expert Panelists:

• Simeon Wallis, Chief Investment Officer, Aprio
• Collier McRae, Managing Director, VRA Partners
• Adam Beckerman, Partner, Manufacturing and Distribution, Aprio
• Michael Lange, Partner, Assurance Partner, Manufacturing & Distribution, Aprio