The Moscone Center
San Francisco, California, United States
23 - 28 January 2010
Short Course (WS973)
Valuation of Closely Held Technology Companies, Product Lines and Intellectual Property
Tuesday 26 January 2010
8:30 AM - 12:30 PM

FormatShort Course
Member Price Price Unavailable.
Non-Member Price Price Unavailable.
Student Member Price Price Unavailable.
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Course
Details
  • Course Level:
  • Introductory
  • CEU:
  • 0.35
Course
Summary
What is my business or product line worth? What changes can I make in my business to maximize its value short and long term? What is the value of my intellectual property to a strategic development partner? Could the proceeds from divesting an underperforming business unit or product line fuel more profitable pursuits? How much equity would the company give-up to obtain growth capital? This course focuses on the strategies and process that business leaders employ in acquisitions and divestitures and in raising capital financing. The course is centered on closely held, small and middle market technology companies (< $200 million revenue). An overview of business and intellectual property valuation methods will be provided. The course will focus on positioning strategies to maximize the valuation in sale, divestiture, capital financing, or licensing. The course will illustrate the presented methods and framework for analysis with two case studies: an exit strategy and a licensing strategy for a mature and an early stage company with products based on photonic technologies. The course will include a guest lecturer, a local transaction advisory partner from a leading accounting firm to provide an up-to-the minute snapshot of the M&A (mergers & acquisitions) and private equity/venture capital financing climate.
Learning Outcomes
  • identify and evaluate financing and exit strategy alternatives
  • identify and evaluate inorganic (external) growth opportunities
  • estimate fair market and strategic investment standards of value for closely held businesses
  • position closely held businesses for maximum valuation in a financing or acquisition transaction
  • value and price intellectual property
Intended
Audience
This course is designed for executives, owners of closely held businesses, product managers, entrepreneurs, technology transfer and licensing managers that are considering financing, acquisition, divestiture, or licensing transaction as part of their growth or exit strategy. A general knowledge of financial accounting is assumed.
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