Date: Wednesday, July 23, 2014
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

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Featuring  (click image for bio)

Summer Parrish
Valuation Research Corporation

About This Program

Beyond the initial purchase price allocation analysis, the acquisition of a business by a private-equity group provides many opportunities to private business appraisers. In part three of Advanced Webinar Series on Valuations for Business Transactions expert Summer Parrish discusses the many intersections of private business appraisal and private-equity portfolio companies, including the valuation of share-based compensation granted to management in connection with a private-equity transaction, and assignments related to financial reporting requirements. Her presentation will also cover proper implementation of option-pricing models, Monte Carlo simulations, and other techniques that can be utilized for these valuation assignments.


  • Private equity events and transactions
  • Valuation of share-based compensation
  • Valuation opportunities within financial reporting requirements
  • The bifurcation of conversion value and equity value for preferred stock
  • Establishing the fair value of a residual minority position when only a controlling position was taken
  • Valuation of preferred warrants given to debt-holders
  • Methods and techniques
    • Option pricing models
    • Monte Carlo simulations

Learning Objectives

  • Identify the stages of private-equity transactions where private business appraisals are necessary
  • Define the requirements of private business appraisal assignments for private equity portfolio companies
  • Apply valuation and analytical methodologies to private equity valuation assignments
  • Identify the proper implementation and limitations of standard valuation techniques

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.

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