The SEC’s recent statement highlights increased focus on private credit valuations, disclosures, and fair value practices. See the key considerations for fund managers.

Valuation Research Corp.

Carried Interest: Valuation Methodologies and Tax Considerations

Explore best practices for valuing carried interest for tax reporting, estate planning, financial reporting, transactions, and compensation arrangements.

Dwight Grant

In his role as Senior Advisor to VRC, Mr. Grant advises VRC and clients on the valuations of financial instruments, derivatives, and complex securities related…

Michael Park

Michael Park is a part of the portfolio valuation group specializing in the valuation of illiquid securities, including privately-held equity securities, fixed income securities, various…

Andrew Reddington

Mr. Reddington specializes in the valuation of businesses, securities and intangible assets for financial reporting, tax and litigation purposes. Prior to joining VRC, Mr. Reddington…

Francis Mainville

Mr. Mainville specializes in the valuation of complex securities such as options, warrants, preferred and common stock in privately-held companies, management incentive plans (including those…