All asset types

Private Company Interests valuations

Minority and majority equity interests in privately held operating businesses.

Typical Documents
  • Cap table and shareholder agreements
  • Most recent financial statements
  • Recent funding round or transaction documents, if applicable
What the Report Covers
  • Approach selection (income / market / asset)
  • Discounts for lack of marketability or control, where applicable
  • FMV opinion for the subject interest
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