Valuation to Maximize Client Engagement and Value

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Training Event Transcripts
September 13, 2023
Mikhail Munenzon, CFA, ASA, CAIA, PRM
Andrew Mackson, CFA, ABV

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practice management and growth
cost of capital, early stage valuations, discounts & premiums, valuation approaches, opinion of value

Summary

This transcript focuses on key issues involved in a properly executed and planned valuation and how such a process can maximize client engagement, value, and control.
Valuation to Maximize Client Engagement and Value
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