BV556 Recent Developments in Equity Allocations - Case Study

Class Date/Time

Thursday, December 18, 2025
1:00pm-2:30pm Eastern Standard Time

Registration Includes

• Access to virtual webinar via zoom will be accessible via education dashboard (login required)
• Electronic webinar handout(s)*

*Any webinar handouts will be made available to registrants the morning of the live event and made accessible via your education dashboard (login required). Once handouts have been posted for download, the class is no longer refundable. 

Continuing Education (CE) Credit

This webinar will award 1.8 CE/CPE hour(s) for the live event. If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar and complete any required post-webinar components within the Course Wrap-up section.  

NASBA and Continuing Professional Education (CPE) Credit

Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy. ASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org

CPE Credit: Up to (1.8) CPE credits
Program Level: Intermediate
NASBA Knowledge Type: Specialized Knowledge
Delivery Method: Virtual
Prerequisites: None
Advanced Preparation: None 

Webinar Description

This webinar features an equity allocation case study centered on the purchase of a majority stake in a private company. The session will explore common challenges in equity allocation modeling and discuss their relevance across various contexts, such as valuing equity-based compensation for private firms or assessing rollover securities issued in an acquisition. Key topics include analyzing the implied yield of liquidation preferences, assessing volatility, and evaluating time-to-exit assumptions. The case study will also demonstrate methods for reconciling differing valuation indications.

Instructional Methods

Methods include lecture, visual PPT presentation and polling questions. 

Course Audience

Professionals of all levels that value shares in privately-held companies.

Learning Level 

Intermediate

• Section 1: Overview of Hypothetical Transaction 
• Section 2: Alternative Valuation Methodologies and Input Estimation  
• Section 3: Reconciling Values and Inputs 
• Section 4: Overview of Transaction Alternative Valuation Methodologies Reconciling Inputs and Values 

Upon completion of this course, students will be able to:

• Analyze capital structures and identify applicable equity allocation methodologies;
• Apply multiple equity allocation methodologies; 
• Develop appropriate inputs for equity allocation models; and  
• Assess and reconcile the results of equity allocation analyses.

eMaterials

All course materials included with you registration are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution. All downloadable materials are accessible via your education dashboard (login required). Once eMaterials have been posted for download, the class is no longer refundable.

Accessing eMaterials

eMaterials are provided electronically in PDF format and posted to the class the morning of the live event and listed within the education dashboard for all registrants to securely access prior to the start of the webinar. When opting to print downloadable materials, it is recommended that settings be adjusted to print in black and white (or grayscale) and consider printing double-sided on recycled paper.

Certificate of Completion

A certificate of completion will be available to view and/or download immediately via your education dashboard once all required components are completed.