Refresh: How to Estimate Private Company Value – And Rate A Prospect With The Information

Presenter: David Lamb, Target Analytics, a Blackbaud Company
Year: 2014 (Original Recording: 2008)
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research

Competencies and Levels: 

  • Competency 2: Prospect Research Essentials, Level II
  • Competency 3: Ethics, Level II
  • Competency 4: Utilizing Research Resources, Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level II
  • Competency 6: Prospect Interests and Networks/Relationships, Level II

 

Most of the wealth in the U.S. is created by private companies, yet private company officers and owners are among the most difficult prospects to research. This session reviews basic issues related to estimating the value of a private company, the tools available for private company valuation and how to turn the results of your estimation into an ask amount.

Login to view purchase options

Recent Stories
Donor Retention, Churn, and Other KPIs using Tableau

Putting Mid-Level Prospects on Your Radar: Helping Often Overlooked Donors Take Flight

UK Fundraising and European Data Protection Ruling: What It Means, What to Do