1 / 8

Investor Briefing Series: Buying and Selling Equity

Discover the key elements of a valuation, and understand why it matters in buying and selling equity. Learn how a valuation can help establish a baseline, measure progress, support transition, and prepare for a transaction. Find out how to choose the right expert for reliable, defendable conclusions and to maximize your financial returns.

joshuamartinez
Download Presentation

Investor Briefing Series: Buying and Selling Equity

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Investor Briefing Series: Buying and Selling Equity

  2. Buying and Selling Equity Charlie Wilkinson • Principle of practice-5 years • Certified to conduct: • Business Valuations • Business Improvement Plans • Machine & Equipment Valuations • Real Estate Licensed-State of GA • Married 22 years • 2 Children (Girls)

  3. Buying and Selling Equity What makes up a valuation? • Analysis of financial history • Analysis of industry • Projection of future growth • Analysis of organizational strength • Methods • The more you have the sharper the view…

  4. What matters? Financials People Process Industry Market Operations Infrastructure Intellectual Capital Ownership Buying and Selling Equity

  5. Buying and Selling Equity When is a Valuation most effective? • Establishing Baseline • Measuring Progress • Supporting Transition • Acquisition • Investment • Sale • Succession

  6. Buying and Selling Equity Why does it matter? • Traditional use • Preparation/Support for Transaction • Strategic Use • When Establishing Baseline • Defines 100% • Economize Due Diligence • Combats time wasters • As a Measure • Quantifies progress • Accountability • When Ready for Transition • Solidify Position • Legitimize effort

  7. Buying and Selling Equity • Who do I use? • Know what you want… • Independent • Uses a variety of methods • Defendable conclusions • Same person or same methods throughout

  8. Buying and Selling Equity • In review: How does a Valuation help me get my money? • Due Diligence • Discipline • Accountability • Effort

More Related