Independent Broker-Dealer Holding Company Valuation
See more projectsIntensity
20hr/week
Est. Duration
7days
Location
Remote
Project Overview
8 to 15 years professional experience
Finance & Accounting - Valuation
Simply stated we are desirous of having an independent third party valuation performed on our financial service company. Specifically, a capital raise is being performed at the holding company level, and the owners are desirous of having a valuation performed of the holding company. Currently the holding company owns an SEC Registered RIA and a FINRA member firm. There are plans to establish two addition entities under the holding company.
Additional Notes
Ideal professional will be a seasoned investment banking professional that has performed valuations on financial service firms in the past. Preferred Skills and Certifications
Functional
Valuation
About The Client
Top Skills Hiring For
Valuation
8 years
Time On Graphite
1
Hiring Managers