Location
The DoubleTree
Guest Suites
1707 Fourth St.
Santa Monica


Agenda
5:00-5:45 PM Networking
5:45-8:30 PM Dinner & Presentation

Cost
Members $35
Non-members $60

Parking
Validated Self-Parking $5
Validated Valet $9

Or Call (310) 328-0043

Corporate Presenting Sponsor

Valuing a software company is as much art as it is science, yet critically important for correctly negotiating investment or M&A transactions, options prices, charitable giving or, in the worst of all situations, divorce settlements.

This bootcamp features two panels of "been-there-and done-that" experts and software executives who will explain how to understand your company's value drivers and determine its value. The goal is to give you an overview of the rationale and tools you'll need to estimate your company's value.

Specifically, the bootcamp will help you figure out:

• Why software companies may have multiple values
• The difference between economic and compliance values.
• The difference between controlling and minority ownership values
• The appropriate valuation methods
• The 23 attributes that increase the value of a software company
• What characteristics make a company most salable
• What you should be managing to negotiate a better deal

The bootcamp's audience includes CEOs, COOs, CFOs and all stockholders who have a vested interest in the value of a software company.

Panelists: (Bios)

• David Kim, Director of New Business Development and Strategy, Overture Services
• Doug Burke, Managing Director, Montgomery & Co.
• Tim Croushore, Director, Valuation Group, Deloitte & Touche
• Richard Koffler, CEO, Koffler Ventures
• Clara Martin, Partner, Shaw Pittman LLP

Moderator:

• Jim Rigby, Managing Partner, Financial Valutation Group

Featured Article
HOW MUCH IS MY COMPANY WORTH
By Terry Allen and Jim Rigby
Managing Directors of the Financial Valuation Group

About the Speakers

David Kim, Director of New Business Development and Strategy, Overture Services
David Kim currently serves as the Director of New Business Development and Strategy at Overture Services. In this capacity, Mr. Kim is responsible for evaluating new business opportunities, mergers & acquisitions, product line extensions, and leading efforts to build new ventures and drive internal strategy initiatives within the company. Previously, Mr. Kim was the founding CEO and Chairman of Wizwam Technologies, an enterprise software company based in Beverly Hills, California. Prior to Wizwam, Mr. Kim was founding CEO and Chairman of Enverta, Inc., a software infrastructure/marketplace development firm. During his tenure at Enverta, Mr. Kim raised roughly $10 million of venture financing, created the largest global confectionary marketplace that fundamentally changed the supply/value chain of the confectionary industry. Mr. Kim successfully sold the business in early 2002. Previous to Enverta, Mr. Kim was Co-Founder and Director of Marketing of Francis & Company, a clothing design company, which was sold in mid 1994. Mr. Kim's previous professional experience also includes strategy consulting for Andersen Consulting and Mergers & Acquisitions investment banking for BancAmerica Robertson Stephens.

Mr. Kim is on the California State Asian Pacific Islander American Affairs Commission and was previously on the Human Relations Commission for Los Angeles Unified School District. Mr. Kim is a National Board Member and former National President of the Korean American Coalition and has served as the U.S. Representative for the Korean Leadership Foundation. He is a member of the Young Entrepreneurs Organization.