Beyond the Valuation Black Box – A Pre-IPO Company Case Study

This event will be followed by a networking reception and evening presentation entitled "Annual State of the CFO/Finance Executive Job Market" (5:30 PM - 8:00 PM) - Register separately by clicking here.

Many people view the world of valuation as a black box … but a good valuation – incorporating both qualitative and quantitative considerations – can be critical for management in supporting its value “case” associated with a variety of situations – including values related to M&A, restructuring, joint ventures, and option grants.

The afternoon PD session is the second in a series of “Black Box” case studies presented by Josette Ferrer, Clairent Advisors Managing Director, to help attendees identify key value drivers and levers, as well as best practices associated with supportable valuations. The case study will focus on a recent pre-IPO company valuation – including a deep-dive on detailed valuation methodologies, anticipated IPO pricing scenarios, fair value issues, as well as audit and SEC review considerations.

Date:  Thursday, March 21, 2019

Locaton:  Morton's The Steakhouse, 400 Post St. Lower Level, San Francisco, CA 94102

Time:  4:30 PM - 5:30 PM

Registration Fee:  Members and Sponsors $0 

CPE:  This session qualifies for one (1.0) CPE credit.

Have Questions or Need Registration Support?  Contact Denise Parker, Chapter Administrator, at 813.494.9551 or [email protected].