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Valuing Complex Debt and Equity Structures

 Valuing Complex Debt and Equity Structures
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Finance
Item Number: 15PBVNOLA26G
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Private companies issue a broad range of securities that are not often used in public markets. This webinar will discuss application of the 2012 Private Equity and Venture Capital Valuation Guidelines on the valuation of convertible preferred stock, convertible (mezzanine) debt, options and warrants, profits, interests, and other contractual rights.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify the new 2012 Private Equity and Venture Capital Valuation Guidelines
- Identify and list specific characteristics and rights of private companies’ securities
- Interpret the valuation issues specific to convertible preferred stock, convertible debt, options and warrants, profits interests and units B
- Apply the valuation methods specific to these securities

Who Should Attend

CPAs, attorneys, valuation practitioners providing expert witness testimony


Lorenzo Carver, MBA, MS, CPA, ABV, CVA
Mr. Lorenzo Carver is founder and CEO of Liquid Scenarios, inventor of the Carver Import Algorithm, Search2Model, a patented valuation technology and author of Venture Capital Valuation published by John Wiley & Sons. Mr. Carver has a 20 year track record of helping millions of students and entrepreneurs understand how to measure and realize high-growth venture value. He is the author and sole developer of BallPark Business Valuation, the #1 selling, award winning small business valuation solution covered by Business Week, Inc. magazine, Entrepreneur, CPA Software News, Kim Komando, and business journals worldwide. He has authored over 120 written reports and more than 30,000 interactive models used by investors to value primary and secondary purchases of venture backed company securities.

Mr. Carver’s Liquid Scenarios technology has won numerous third-party certifications and awards, including being the first financial business intelligence solution in the world certified on Windows Server 2008, the first venture valuation solution for smartphones and one of the first financial software solutions Certified by Intel.