Topic: Managing Internal and External Factors Affecting M&A Transactions
Company valuations are influenced by a range of internal and external factors, some within a company’s control, others shaped by broader market conditions. This session will explore how these elements impact transaction multiples and, ultimately, company valuations.
Kevin Zhao and Stefan Mioc, Senior Engagement Managers from Sapling Financial Consultants, will lead the discussion, sharing their experience advising clients across a wide range of industries. They will walk through real-world examples that highlight how companies can strengthen internal value drivers such as financial performance, operational efficiency, and market positioning, to drive valuation. The session will also address external influences, including macroeconomic trends, geopolitical developments, industry performance, and capital market conditions. In addition, this session will include a closer look at red flags from a Quality of Earnings perspective and a case study focused on the impact of revenue waterfall analysis on transaction value.
This session is intended for valuation professionals looking to sharpen their transaction-based analysis and deepen their understanding of QoE-driven valuation adjustments.
Date: October 23, 2025
Time: 12:00 PM – 1:00 PM
Speakers:
Kevin Zhao, CPA, CFA, Senior Engagement Manager
Stefan Mioc, MBA, CBV, Senior Engagement Manager
