Pricing Unique Assets

Pricing Unique Assets

Brad Davidson, Managing Partner, Unique Asset Partners, LLC

How should “unique assets” (client investments originating on Main Street, not Wall Street) be valued in compliance with current regulatory requirements?  Pricing unique assets properly can be a vexing challenge. In this presentation a leading valuation specialist will explain in non-technical terms who should (and how to) value the seven most widely-held unique asset types (real estate; closely-held businesses; life insurance; minerals, oil and gas; loans and notes; intellectual property; and collectibles).  For those who work in this space, this session will provide a wealth of clear information.

Session Handbook:Download

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