Through a series of “real world” case studies and interactive group discussions, this program will cover a range of valuation issues and topics.
• Valuation issues related to intellectual property in licensing, manufacturing and M&A transactions
• How valuation methodologies can optimize transaction outcomes for both buyers and sellers in M&A and other transactions
• Valuation related to buy/sell agreements, shareholder agreements and partner/owner buyouts
• How to value privately held shares and restricted stock and properly apply minority interest, marketability, blockage and other discounts
• How to avoid pitfalls associated with Equity Incentive Plans and Private Company Stock issuances under Internal Revenue Code Section 409A
Business owners, senior executives, and other professionals who want to develop a strategy to optimize company growth and liquidity, maximize valuation, and capitalize on strategic transactions.
Clark Libenson is a corporate partner in the San Diego office of Allen Matkins where his practice focuses on corporate finance and business transactions, including public offerings and private placements of equity and debt, real estate securities, corporate reorganizations, mergers and acquisitions, employee equity and compensation arrangements, corporate governance, and board advisory matters. He also provides counsel to clients on financial services and general commercial matters, including commercial lending and secured real property transactions. Clark represents real estate enterprises, financial institutions, manufacturers, mining ventures and technology companies, among others.
Allen Walburn is a tax partner in the San Diego office of Allen Matkins. He has extensive experience in a broad range of taxation matters, including corporate and partnership taxation, formation and operation of hedge funds, private equity funds and real estate funds, executive compensation, equity-based compensation, inbound and outbound U.S. international tax planning, tax issues relating to bankruptcies and debt workouts, entertainment industry tax issues, real estate taxation, 1031 exchanges, REITs, and property tax. Allen has played a critical role in structuring numerous corporate, partnership and real estate transactions, including formations of entities, mergers and acquisitions, restructurings, venture capital investments and other related matters. Allen has also held a license (inactive) as a Certified Public Accountant in California since 1985.
Allan Siposs is Managing Partner and founder of Keystone Capital Markets, Inc. His firm represents business owners in the sale of their companies, and provides services relative to value enhancement, mergers, acquisitions and divestitures of middle-market enterprises. For over two decades, Mr. Siposs has assisted hundreds of business owners by planning and directing the preparation and sale of their companies.
Mr. Siposs specializes in the sale of private companies, with an emphasis on the development and implementation of strategies designed to improve company value and optimize positioning, with the objective of rapidly achieving client objectives and maximizing shareholder value. His efforts on behalf of business owners and investors have resulted in increased shareholder net worth totaling hundreds of millions of dollars. During his many years of investment banking experience, Mr. Siposs has executed transactions across a broad range of industries, including consumer products, apparel, footwear, food and beverage, manufacturing, distribution, online commerce and professional services.
Josh Harmsen is a principal at Solis, and is responsible for identifying and executing investment opportunities, and supporting portfolio company investments. Mr. Harmsen joined Solis in 2010, and brings a wealth of strategic, operational and financial experience. Mr. Harmsen previously was an associate with Morgan Stanley in its financial sponsors group in San Francisco, where he focused on the firm’s private equity clients. Prior to graduate school, he served in a variety of operating-related roles at Ford Motor Company, including product development, project management and automotive strategy for Ford of Europe. Mr. Harmsen earned a Master of Business Administration degree from Harvard Business School and a Bachelor of Science degree in mechanical engineering from the University of Michigan.
Do you have a breakthrough energy technology? Check out the San Diego Regional Energy Innovation Cluster for the opportunity to attend workshops for free!