Privately held companies are both a significant source of wealth and are a puzzle to figure out. Privately held means that they don’t have to tell us what their profit and equity are. In this session we’ll discuss tricks and tips on estimating the worth of a privately held company, along with likely net income. We’ll also cover how to get clues on ownership.
This session will be recorded and emailed to all registrants with any slides or other materials presented during the presentation.
Marianne Pelletier has over 30 years of experience in fundraising, with the majority in prospect research and prospecting. She is one of the first adopters of donor modeling and data mining techniques and is now a world-renown leader on this segment of the research profession. Her prospect research experience began when she was a research analyst for Harvard and Lesley Universities. She later served as a department director for Carnegie Mellon University and Cornell University. Pelletier is a graduate of Rockford University and earned her MBA at Southern New Hampshire University. Her workbook, Building Your Analytics Shop: A Workbook for Nonprofits, was a finalist for the Terry McAdam Award in 2016.
Apra Carolinas. All rights reserved.
