David Howell

Background

About David Howell

Confused about valuing complex securities for financial reporting? You’re not alone!Dealing with complex securities valuation can be daunting, especially when you're not entirely sure where to start. Many CFOs, finance leaders, and accountants in private equity find themselves facing the same uncertainty.You might be thinking:• “I have no idea how to do this…”• "I know this needs to be done, but how do I do it right?"• "I want to avoid problems, but where do I even begin?"After all, the valuation of complex securities is not something most people do every day……Apart from me! That’s where I step in.With decades of hands-on experience and a track record you can trust, I turn the intimidating task of complex securities valuation into a straightforward process that meets your financial reporting requirements.My expertise covers a broad spectrum of complex securities, think:• Convertible loans• Private debt• SAFEs• Rollover• Earnouts• Warrants• Options• Preferred shares• Profits interestsI’m well-versed in the intricacies of valuation methodologies like Black Scholes, OPM Backsolve, Monte Carlo, Hybrid, and Scenario-Based Methods. Plus, my background in corporate finance, investment banking, and M&A means I know how to apply these methods accurately and efficiently.I’ve guided countless clients through the maze of valuation processes, turning what often feels like a tangled mess into a clear path while ensuring they stay compliant with GAAP.My services are tailored to your exact needs, whether you’re looking for a small, low-cost consultation, or a comprehensive independent financial opinion designed to stand up to any scrutiny.Ready to make your valuation of complex securities smooth, easy, and one less thing to worry about?Book an appointment using the link in my profile.I’ll be your guide, and together, we’ll turn your valuation worries into a thing of the past.