Valuations

 

 

Valuation Programs
FIF’s valuation programs include both asset and business valuations, with a particular expertise in the area of financial instruments and derivatives.  Our engagements would ascertain fair values for book and tax purposes and would be conducted by experts including PhDs, CPAs, and former government regulators. Some examples of the uses for these derivative valuations are quarterly and year-end, mark-to-market calculations, mergers and acquisitions and litigation support.

Hedge Fund/Private Equity Valuation Educational Program
Over the years, FIF has developed specialized knowledge in the area of hedge funds, private equity funds and other alternative investments.  Based upon this knowledge, FIF has developed two training programs.  In the "How to Start a Hedge Fund" program, FIF will present a comprehensive overview of the industry and the regulatory requirements to start a hedge fund, as well as a step-by-step approach to various structuring and registration options, while discussing:

  1. Various hedge fund strategies;
  2. Fund-of-funds options;                                                
  3. Historical hedge fund performance;
  4. Investor due diligence; and
  5. Valuations.

In the "Private Equity and Other Alternative Investment" program, FIF will present an up-to-date, comprehensive analysis of the private equity industry, as well as the different structures and categories utilized by these asset management structures. The program will describe various regulatory regimes in effect, as well as the latest taxation concerns and valuation methodologies such as discounted cash flows, multiples and past transactions.

Asset and Business Valuation Educational Program
FIF's Asset and Business Valuation program will explain principles used in valuing both public and private entities.  Attendees will gain an overview of the valuation process and learn common methods used to obtain and gather economic, industry and company data.  In addition, each participant will gain a basic understanding of the concepts of discount and capitalization rates, as well as discounts and premiums.

We invite you to contact us for more information.