Non-Marketable Investment Company Evaluation: Free Resource for Your Next Valuation

BVResearch Pro
Training Event Transcripts
January 4, 2022
William H. Frazier, ASA
methodology
family limited partnership (FLP), income approach, fair market value (FMV), market approach, minority interest, liquidity, holding company, nonmarketable investment company evaluation (NICE)

Summary

When it comes to valuing minority interests in family investment entities such as family limited partnerships, it is apparent that the income approach should now be used alongside the traditional asset/market approach. Join creator William Frazier for a live “nuts and bolts” example of exactly how the nonmarketable investment company evaluation (NICE) method is used. With examples of FLPs with different asset makeups and financial characteristics, this event will arm you with a new tool for implementing the NICE method in your practice. You can also learn where you can download the model, free of charge, and will also have access to a past presentation that discusses the methodology.
Non-Marketable Investment Company Evaluation:
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