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Valuing Businesses, IPO's & Founder Pledges - 11th Sept 2024

from £0.00

  • Date: 11th September 2024

  • Time: 2.30pm-4.30pm UK / 9.30am-11.30pm EST

  • Duration: 2hr (90min content + 30min Q&A)

  • Format: Live Online

  • Course Type: Focus

  • For: Researchers, Fundraisers, Directors - UK, US, International

Overview

If you have identified a prospect who owns and runs a company you may be struggling to find out how much they are worth, how much the company is valued at, or what the proceeds will be if the company is sold. Look no further – this session will give you what you need!

Gaining insight and valuing public companies can be hard enough, however when it comes to analysing private companies it is even harder. This session will look at the structure, financial performance and process of valuing private companies. The training will walk you through the key things you should look for and how to interpret the limited information to aid decision making and insight. 

This session will also explore what an Initial Public Offering (IPO) is, the signs a company is preparing for an IPO and also how much owners receive and when. Following on from this we will also investigate the growing importance and use of Founders Pledges in philanthropy. 

Key Learning

  • What are the unique characteristics of private companies (LTDs)?

  • How to source the information you need

  • The rationale for selling a company

  • The practicalities of selling a company

  • How wealth is made for its owners when selling a company

  • Understand the key financials relevant to company valuation 

  • How to value private companies and benchmarking 

  • How to value a company with limited information

  • Identifying signs for when a company is preparing for a sale

  • Initial Public Offerings (IPOs)

  • Founder Pledges

  • Data sources including Code-Fi

Who is it for?

  • Prospect Researchers - all experience levels

  • Major Gift Fundraisers

  • Heads or Directors of Philanthropy

  • Any organisation engaged or aspiring to major gift fundraising

  • Key principles are relevant internationally

Speakers

Jonathan Jeffery, Co Founder PyroTalks

Certificate

Certificate of Completion can be provided

Tickets

  • Duo or Flex-Team Tickets - you do not need to provide names at booking, an open link will be sent to share with your team

  • Upon booking you will automatically receive two emails, a receipt of purchase & joining Instructions. Please do check spam folders. If you have booked for others, please share with them.

  • Includes Handout + Access to Recording for up to 1 month.

  • Concession tickets available for any organisation with restricted training budget or with income less than 1m

  • Courses are primarily for charities and not for profits, though please contact us for corporate ticket options.

  • All funds raised go back into the CIC aims.

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