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Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid

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Page 1: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid

Complex capital structures, complex valuationsThe AICPA’s new private equity/ venture capital valuation Practice Aid

Page 2: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 3: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 4: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 5: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 6: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 7: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 8: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 9: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 10: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 11: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 12: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 13: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid
Page 14: Complex capital structures, complex valuations...Complex capital structures, complex valuations The AICPA’s new private equity/ venture capital valuation Practice Aid

Lead author

Paul Daddio, CFA, ASA Director [email protected] T +1 (703) 923 8562

Contributing authors

Frank Walker, CPA, CVA Partner [email protected] T +1 (703) 923 8237

Ken Fleming, CPA, CVA Partner [email protected] T +1 (703) 923 8686

Steve Siefert, CFA, ASA Senior Manager [email protected] T +1 (414) 777 5537

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments. Baker Tilly Virchow Krause, LLP trading as Baker Tilly is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. © 2019 Baker Tilly Virchow Krause, LLP

About Baker Tilly’s transaction and financial advisory services specialists Baker Tilly has vast experience in serving accounting and finance organizations — from middle market to large firms and from high performing to underperforming organizations. We have a practical yet proven approach to managing projects and assisting financial organizations. Importantly, we also have resources with extensive experience in both public accounting and in industry. Our specialists offer services across the full business life cycle, including:

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