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Valuations of Early Stage Ventures

Join us as Jim Kelley discusses how valuations of seed and early-stage companies are conducted for prospective investors. He will be reviewing a redacted client example to pinpoint valuation pitfalls to avoid and opportunities to stand out from the crowd.

Jim is a director in the Southwest Region of CBIZ Valuation Group. He has conducted valuations of both closely held businesses and public companies in a number of industries, including technology and software, consumer products manufacturing, industrial manufacturing, pharmaceuticals, financial and business services, and natural resources. His analyses have been performed in a variety of contexts, including litigation and economic damage assignments, M&A advisory and arbitration, domestic and international transfer pricing studies, fairness and solvency opinions, tax, financial reporting and other management requirements.

Prior to joining CBIZ Valuation Group, Jim was a business development analyst with Pegasus Solutions, Inc., where he identified and analyzed prospective acquisitions alongside a management team. Prior to his position at Pegasus, he was a research analyst for Dignum Financial Services, where he was responsible for analyzing client portfolios and evaluating individual equities using quantitative methods.

Share this event, bring a friend, and come be a part of this exciting discussion and case study.

Thank you to our sponsors at CBIZ Valuations Group!

Earlier Event: September 26
5th Annual IC3 Life Science Summit
Later Event: October 8
Broken Handoff: Saving Your Assets