6/13/2023 - Business Valuation - Annual Partcipants

June 13, 2023  (Tuesday) at The Pacific Club

Lunch at 11:30 am
Program at Noon

Topic:    Business Valuation & Exit Planning Strategies for Private Company Owners
  (Accepted for -1- CFP® CE Credit)

This presentation will explore the main avenues for transferring the ownership and management of a private company, and related issues around the valuation of private companies in the different transfer scenarios.

Stinson  Speaker:   David Stinson, MBA, CEPA - Bank of Hawaii

Dave Stinson is Vice President and Senior Manager of the Business Interests and Valuation department at Bank of Hawaii. He provides business valuation, exit planning, and fiduciary asset management services for private companies. He is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers in the field of Business Valuation. Mr. Stinson is a Certified Exit Planning Advisor (CEPA®) and holds an MBA from St. Mary’s College of California and a Bachelor’s of Science in Business Administration/Finance from the University of Oregon.  

Mr. Stinson began his career in the Business Advisory Services group of Wells Fargo Bank, providing trust and fiduciary management of business interests, and performing business valuations of equity interests in small companies. After completing his MBA he worked in the Office of Strategic Alliances and Partnerships at The Clorox Company. He then served as the Director of Real Estate and Unique Assets at First Republic Trust Company in San Francisco, prior to moving to Oahu to join the Bank of Hawaii Trust Services Group in his current role. Mr. Stinson has previously taught the subjects of finance and accounting at graduate and undergraduate levels as an adjunct professor at Cal State University East Bay – Hayward and Brandman University in the Bay Area, California.

Registration begins on May 23, 2023


Event Properties

Event Date 06-13-2023 11:30am
Event End Date 06-13-2023 1:30pm
Cut off date 06-10-2023
Individual Price Free

We are no longer accepting registration for this event