Domestic and International Private Business Valuation

Track: Prospect Research

Session Number: 1099
Date: Fri, Aug 10th, 2018
Time: 11:00 AM - 12:30 PM
Room: Room 317-318

Description:

What do you do when a prospect is not working for a publicly traded company? Worse yet, what do you do when that private company is the sole basis of their wealth? This presentation will focus on some of the rules of thumb gathered from industry experts by the Cornell University research team as well as reviewing two case studies to show how researchers can develop defensible valuations for private companies.
Session Type: PD Breakout Session (90 minutes)

Primary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Secondary Competency: PR:Competency 4: Utilizing Research Resources
Tertiary Competency: PR:Competency 2: Prospect Research Essentials
Intended Audience Level: Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn one or more valuation methods for valuing domestic (U.S.) private businesses
Learning Objective #2: Attendees will learn one or more valuation methods for valuing international (non-U.S.) private businesses.
Shop Size: All Shop Sizes
Session Type: PD Breakout Session (90 minutes)

Primary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Secondary Competency: PR:Competency 4: Utilizing Research Resources
Tertiary Competency: PR:Competency 2: Prospect Research Essentials
Intended Audience Level: Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn one or more valuation methods for valuing domestic (U.S.) private businesses
Learning Objective #2: Attendees will learn one or more valuation methods for valuing international (non-U.S.) private businesses.
Shop Size: All Shop Sizes