Patel, Falcon, Mellen and Pumphrey to Present at Joint ASA Conference

Advanced Business Valuation and International Appraisers Conference

Valuation Research Corporation (VRC), a leading global provider of independent valuation services, is pleased to announce PJ Patel, Co-CEO and Senior Managing Director; Mercedes Falcon, Senior Vice President; Chris Mellen, Managing Director; and Anthony Pumphrey, Vice President, will present at the Joint ASA 2019 Advanced Business Valuation & International Appraisers Conference. The event will be held August 25-27 at the New York Marriott Marquis.

The joint ASA conferences will feature sessions and social events that will provide attendees the opportunity to expand their global professional network and explore the latest ideas, trends and best practices with fellow professionals in the valuation and appraisal communities.

Patel and Falcon will present on August 26 at 9:35 a.m. discussing international valuation. The session will explore:

  • Differences in international valuation methods and procedures
  • Differences in practice in doing PPAs
  • Differences in calculating cost of capital
  • Differences in market participant definition
  • Information asymmetries
  • Rule of Law

Mellen will present on August 26 at 1:00 p.m. discussing a business owner’s exit planning experience. Considerations include either establishing and selling his shares to an ESOP for his employees or selling the company in an M&A transaction to an outside third party. With four different offers, what should he do?

Pumphrey will present on August 27 at 9:05 a.m. discussing a holistic view of small stock premiums. The session will explore:

  • How to navigate the vast amount of small stock premium data
  • Many relevant studies published since the small stock premium phenomenon was first identified
  • The measurement, application, and continued existence of small stock premiums

Patel is a widely respected valuation expert and a frequent presenter on valuation issues for financial reporting purposes. He has been on the Fair Value panel at the AICPA SEC Conference, is an active member of the AITF, and was a member of the Appraisal Foundation’s Working Group preparing an industry Practice Aid for valuing customer-related assets. He is regularly quoted in the media on valuation issues.

Falcon has extensive experience in business valuation for financial and tax purposes, project management and corporate finance. She specializes in allocation of purchase price, brand valuation, financial reporting valuations and global taxes.

Mellen has nearly 30 years of experience across a wide range of industries providing valuation services in support of tax planning and compliance, strategic planning, financing, mergers and acquisitions, fairness opinions, post-acquisition purchase price allocation, and financial reporting. He is the co-author of the book Valuation for M&A: Building & Measuring Private Company Value. He is an active member of the AITF and chairman of continuing education and instructor for the International Association of Certified Valuation Specialists (IACVS).

Pumphrey has over 10 years of experience performing business enterprise valuations, purchase price allocations, impairment analyses, and the valuation of claims within complex capital structures for public and private companies. Pumphrey has presented on financial reporting at the American Institute of Certified Public Accountants’ (AICPA) Forensic & Valuation Services Conference and has guest lectured on valuation topics at Drexel University.