Family Office Committee (03/25/26)

Topic: Valuation Issues within Private Equity for Family Office Investments

Speaker: Dan Daitchman, ASA, Managing Director, GA Group Advisory Services

Dan Daitchman has over 15 years of financial advisory and consulting experience helping clients resolve complex financial issues. Prior to joining GA Group, Dan held positions with Hilco Global as a financial analyst and in the Alternative Investment Products group at US Bancorp. 

He specializes in transaction and financial advisory services related to enterprises, derivatives, pre-deal diligence and intangible assets.  These services are used for transaction financing, financial statement reporting, capital raising, litigation, bankruptcy, fairness opinions, solvency opinions, and merger and acquisition advisory. His industries of expertise include consumer, industrial and energy. 
Published work includes “A Primer on Bargain Purchases and Negative Goodwill”, which has been featured in the Business Valuation Review. 
Professional Affiliations: American Society of Appraisers; Member, Business Valuation Committee; Member, Board of Examiners; Board Member, Business Valuation Association

Education: Bachelor of Science in Finance and Real Estate, Marquette University; Master's in business administration in Finance, DePaul University

Description:  Discussion of unique valuation issues and tax planning opportunities for family offices with private equity investments. General partner, carried interests, and promotes often have option-like behavior and may require more complex valuation methodologies. Both limited partner and general partner interests have differing levels of marketability and control, and family offices often have multiple private equity investments, all with slightly different marketability characteristics. Frequently, there are also multiple tiers of entities which need to be considered in the selection of appropriate adjustments or discounts. This presentation will cover the nuances between these different types of private equity investments, as well as a case study that addresses different levels of minority interest discounts.

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