Event Details

When:

December 5, 2019 1 PM - 2 PM CST

Cost:
Free

Speakers

David

David Howell, ASA

Plante Moran
Principal

As a principal in the valuation practice, David Howell and his team give management, investors, and stakeholders confidence that the value they have for equity-related interests and intangible assets satisfies all tax, financial reporting, and transaction requirements. David has significant expertise working with private equity and venture capital-funded companies and specializes in valuations for portfolio investments, equity compensation, intangible assets, buyouts, and complex securities.

David is a nationally recognized expert in valuation of profits interests in limited liability companies. David is an Accredited Senior Appraiser (ASA) in business valuation and has a B.A. in economics and an M.B.A. in finance from Northwestern University.

Dan

Dan Kapala

Plante Moran
Senior Manager

Dan is a Senior Manager in the valuation practice at Plante Moran.  His professional experience includes the valuation and assessment of numerous financial instruments and alternative assets including contingent payments, convertible debt, corporate loans, and a variety of equity and credit derivatives.  Dan advises clients for the purposes of portfolio valuation, shareholder planning, financial reporting, gift and estate tax, employee stock ownership plans, and purchase and sale advisement.  Dan also has experience in providing financial and strategic due diligence services.  Dan has expertise in a wide range of industries including automotive, manufacturing, service, construction, distribution, healthcare, and technology. Dan holds an Accredited in Business Valuation (ABV) credential granted by the AICPA.  He received a B.A. in Economics from the University of Notre Dame with a supplementary major in Computer Applications.

Chris

Chris Jenkins, CPA

Plante Moran
Partner

As a partner in the financial services practice, Chris specializes in providing audit, valuation, and consulting services to private equity and venture capital firms, as well as family offices. Chris assists clients with developing a thorough and robust valuation process that meets the needs of their investors and the demands of their regulators. He is also experienced with fair value measurements, reporting guidelines, and SEC reporting. Chris has a B.B.A. in accounting and marketing from the University of Michigan.