Cannon Financial Institute

How are we supposed to value “that?”: Valuing Unique Assets


Unique assets are those non-traditional investments with no, or “dummy”, CUSIP numbers. Determining their value so as to comply with current regulatory expectations requires increased knowledge and skill.

Join Cannon’s Duane Lee and Spardata’s Brad Davidson as they explain in non-technical terms how to value the most widely-owned unique asset types (real estate; closely-held businesses; life insurance; minerals, oil and gas; loans and notes; intellectual property; and collectibles). Registration Required

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