Pre-acceptance Process for Unique and Hard to Value Assets  

Pre-acceptance Process for Unique and Hard to Value Assets

Richard Jacobs, President, PDS Services

This session, focused on the pre-acceptance process for Hard to Value Assets, will provide a definition of “pre-acceptance” in the fiduciary context, a survey of the rationale behind the process, a summary of a standard approach and an overview of idiosyncrasies’ for pre-acceptance for each asset class in the Unique and Hard to Value Asset category: real estate, notes/mortgages, minerals, and closely held businesses.

Pre-acceptance Process for Unique and Hard to Value Assets Handbook

Pre-acceptance PowerPoint

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