T.J. Hope 拥有 20 多年为多个行业和多种目的提供广泛估值建议的经验。
此外,T. J. 还完成了许多交易意见,包括为并购、资本重组、关联方交易和其他交易类型提供公允意见和偿付能力意见。
T.J. 的专业经验还包括在中间市场私募股权基金 Blue Point Capital Partners 的任职经历,在该公司,他积累了大量重要的投资经验。 他的职责包括财务建模;为收购筹集资金;交易的法律文件;对目标公司进行业务、市场和行业尽职调查;以及投资组合公司执行管理层在收购、再融资和战略规划方面的支持。
选择演示文稿和演讲
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XPX CT: Business Valuations
January 2016
Business Valuations- What is the Business Really Worth?
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Exit Planning Exchange - Connecticut Chapter
September 2014
Getting More and Keeping More: Using ESOPs to Facilitate Business Succession and Estate Planning
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Estate Planning Council of Lower Fairfield County Connecticut
February 2013
Hot Topic Valuation Issues Targeted by the Service in Estate & Gift Tax Disputes
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National Association of Corporate Directors - Connecticut Chapter
December 2011
The Role of the Board in Mergers & Acquisitions
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Mid-Hudson Chapter of the New York State Society of CPAs
May 2011
Estate and Gift Tax Valuation: Pressing Issues, Financial Explanations, and Typical IRS Inquiries
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Professional seminar presented by Bernstein Global Wealth Management, Bryan Cave LLP, and Stout
May 2011
Selling a Business: Getting What You Need
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Trust and Estate Administration Committee of the New York State Society of CPAs
June 2011
Estate and Gift Tax Valuation: Pressing Issues, Financial Explanations, and Typical IRS Inquiries
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Trust and Estate Administration Committee of the New York State Society of CPAs
January 2011
How to Review a Valuation Report
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New York City Estate Planning Council Brown Bag Breakfast Program
October 2009
Current Valuation Complexities, Conundrums, Confusion, and Court Cases
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