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Post-Acquisition Disputes: A Case Study on the Impact of Contract Language and Valuation Related Damages

September 19, 2017
8:00 AM to 10:00 AM EST

Duquesne Club - Walnut Room
325 6th Avenue
Pittsburgh, PA 15222
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Mindy Millanti
(412) 315-2281
  • Summary
  • Agenda
  • Presenters

Please join BDO for a complimentary breakfast seminar featuring Continuing Legal Education. As merger and acquisition related deal flow has increased, so has the volume of disputes related to those transactions. In this session, BDO speakers will present a composite case example covering experiences involving:

  • The impact of specific agreement language on working capital conclusions;
  • Alternative language and the pros and cons of that language;
  • The impact of specific representation language; and
  • An application of the misrepresentation to determine loss of value damages.
8:00 AM to 8:30 AM - Registration

8:30 AM to 10:00 AM - Seminar
Brandon J. Otis, CPA/CFF/ABV, CFE, CVA
Managing Director, BDO Dispute Advisory Services

Brandon Otis is a Managing Director in BDO’s Pittsburgh office.  He is a Certified Public Accountant and has been awarded the Certified in Financial Forensics and Accredited in Business Valuation designations by the American Institute of Certified Public Accountants.  Brandon has also obtained the Certified Fraud Examiner designation from the Association of Certified Fraud Examiners and the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts.

Brandon has spent his career focusing on specialized and distinct business consulting matters.  He has testified in federal and state court matters and is a frequent speaker on valuation, forensic accounting, and financial management related topics.  With significant experience in a wide variety of industries, including oil and gas, insurance, manufacturing and distribution, professional services, medical practices and construction contractors, Brandon’s clients have ranged from Fortune 500 firms and some of the nation’s largest professional practice firms, to individuals and sole proprietorships. 

Josh Lefcowitz, CPA/ABV/CFF, CVA, CFE, ASA
Managing Director, Valuation & Business Analytics

Joshua Lefcowitz is Managing Director of BDO’s Valuation & Business Analytics Practice in the firm’s Pittsburgh office. Mr. Lefcowitz has more than 15 years of public accounting experience providing dispute advisory, forensic accounting, and valuation services for a wide array of purposes. Mr. Lefcowitz has performed business valuations, as well as valuation services related to intangible assets, purchase price allocations, intellectual property, oil and natural gas rights in Marcellus Shale formation, and goodwill impairment testing.

He has significant experience serving clients across a range of industry sectors, including oil and gas, healthcare, manufacturing, retail, professional services, technology, biotechnology, wholesale distribution, and advertising.
Mr. Lefcowitz is a Certified Public Accountant in Pennsylvania and is Accredited in Business Valuation and Certified in Financial Forensics. He also holds designations as an Accredited Senior Appraiser, Certified Valuation Analyst and Certified Fraud Examiner.

Mr. Lefcowitz has been qualified as an expert witness in various courts within the Commonwealth of Pennsylvania and state of Florida.