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Valuing a company is both an art and a science — and the techniques used can vary significantly depending on whether the business is publicly traded or privately held. This focused virtual seminar explores the critical differences, challenges, and methodologies used in valuing public vs. private companies, helping financial analysts sharpen their judgment and build more accurate, defensible models.

Led by experienced valuation professionals and corporate finance experts, this session will walk participants through the foundations of equity valuation, including Discounted Cash Flow (DCF), Comparable Company Analysis (Comps), and Precedent Transactions. We’ll then dive deeper into the nuances of private company valuation — such as applying illiquidity and control discounts, estimating the cost of capital without market data, and adjusting for inconsistent or limited disclosures.

Participants will also learn how macroeconomic conditions, capital structures, and industry dynamics influence valuation, and how to tailor their approach for various use cases — from internal forecasting to M&A transactions, tax planning, or litigation support.

Key Topics Covered:

• Overview of valuation approaches: DCF, Comps, Precedents

• Key inputs and assumptions: WACC, terminal value, beta, and projections

• Adjusting valuation techniques for private companies

• Use of guideline public company data and private transaction comps

• Common valuation pitfalls and how to avoid them

• Application of discounts (minority interest, marketability, control)

• Regulatory and reporting considerations (e.g., ASC 820, IRS guidelines)

Who Should Attend:

• Financial analysts and valuation professionals

• FP&A, corporate development, and M&A teams

• Accountants and business appraisers

• Professionals preparing for CFA, CBV, or ASA certifications

Format:

• 2-hour virtual seminar with real-world case examples

• Interactive Q&A and downloadable templates

• Optional follow-up session with hands-on valuation modeling