Houlihan Capital

🎥 Joe Brennan and Monica Blocker discuss the unique challenges of valuing locked crypto tokens, including their programmatic enforceability and the absence of active markets. These differences raise critical questions for funds and auditors navigating this evolving space. What do you think? Should locked tokens be valued differently than equity securities with restrictions? Share your thoughts in the comments. Stay tuned for more insights coming soon!  #HoulihanCapital #CryptoValuation #LockedTokens #FairValue #ASU202203 #CoinAlts #DwellFi #InvestmentInsights #ValuationExperts #FairValueMeasurement #BlockchainInsights #DigitalAssets #Crypto #Cryptocurrency #BlockchainTechnology #LockedTokens #FairValue #CryptoMarket #CryptoValuationProvider

Are you prepared for the SEC's 2025 Examination Priorities? Our latest article dives into key guidance for private fund managers, helping you navigate regulatory changes and maintain compliance. Topics include: ✅ SEC's evolving examination focus ✅ Practical tips for meeting new requirements ✅ Proactive strategies to stay ahead Don't let compliance challenges hold you back—equip yourself with the insights you need to succeed in 2025. 📖 Read the full article here: https://lnkd.in/grPdJGVT #PrivateFunds #Compliance #SEC2025 #InvestmentManagement #RegulatoryUpdates #HoulihanCapital #DivisionofExaminations

Planning your next chapter? Selling your business is just the beginning. Explore strategies for a seamless transition, effective communication, and securing your financial future post-sale. Contact Frank Martinez, CFA to learn more about selling your MedSpa or wellness business. Your future starts here. Read more to learn. #BusinessOwnership #HoulihanCapital #ExitStrategy #SuccessionPlanning #WealthManagement #BusinessGrowth #LeadershipTransition #StrategicPlanning #FinancialSuccess #MergersAndAcquisitions #BusinessGoals #LifeAfterSale #BusinessInsights #MedSpa

Season's Greetings from all of us at Houlihan Capital! 🌟 Wishing you a joyful holiday season filled with peace, happiness, and success. Here's to a prosperous New Year ahead! #HappyHolidays #HoulihanCapital #SeasonOfJoy

🎥 Valuation Insights: Addressing Challenges in the Evolving Crypto Landscape Curious about the complexities of crypto valuation? View the full in-depth discussion featuring Joe Brennan and Monica Blocker as they tackle key topics like locked token valuation, regulatory ambiguity, and audit support. 💻 Watch the full video now on our website to get the complete picture and gain actionable insights for navigating this evolving space. 👉 https://lnkd.in/gnDagZ5D #HoulihanCapital #CryptoValuation #LockedTokens #AuditSupport #FairValue #CoinAlts #DwellFi #ValuationExperts #ASU202203 #ValuationExperts #FairValueMeasurement #BlockchainInsights #DigitalAssets #Crypto #Cryptoassets #Blockchain #DigitalAssets #LockedTokens #CryptoMarket #CryptoValuationProvider

What a Year It’s Been for ACG Chicago! As we wrap up an incredible year, we reflect on the impact we’ve made and the connections we’ve built. In 2024, ACG Chicago hosted 𝟐𝟗 𝐞𝐯𝐞𝐧𝐭𝐬 that brought together over 𝟑,𝟓𝟎𝟎 𝐚𝐭𝐭𝐞𝐧𝐝𝐞𝐞𝐬, powered by the passion and dedication of 𝟏𝟏 𝐚𝐜𝐭𝐢𝐯𝐞 𝐜𝐨𝐦𝐦𝐢𝐭𝐭𝐞𝐞𝐬 𝐚𝐧𝐝 𝐨𝐯𝐞𝐫 𝟏𝟎𝟎 𝐦𝐞𝐦𝐛𝐞𝐫 𝐯𝐨𝐥𝐮𝐧𝐭𝐞𝐞𝐫𝐬. From insightful panels to engaging networking opportunities, it’s been a year of growth, collaboration, and success. But the numbers only tell part of the story. It’s the connections we’ve made—across industries, business leaders, and M&A professionals—that truly define this year’s success. We’re already gearing up for an even bigger and better 2025. Check out our 2025 calendar of events and stay connected with us as we continue to empower businesses and foster relationships. 🔗 https://lnkd.in/gqHThwih Thank you to everyone who made this year amazing including our Chapter Sponsors! Platinum - Seyfarth Shaw LLP and Wipfli. Gold - Ascend Technologies, CLA (CliftonLarsonAllen), Cohen & Co., CohnReznick LLP, Forvis Mazars, Hilco Global, Levenfeld Pearlstein, LLC, Plante Moran, Polsinelli and Strategex . Silver - Armanino, Balmoral Advisors, BDO, Blank Rome LLP and Chartwell Financial Advisory, Dinsmore & Shohl LLP, Houlihan Capital, Much Shelist, P.C., Sikich, and Ultimus LeverPoint Private Fund Solutions. #ACGChicago #BusinessGrowth #Networking

🔓 Unlock the QSBS Advantage   Are you a founder looking to maximize your gains while planning for your legacy? Our latest guide dives into the Qualified Small Business Stock (QSBS) program, helping you understand how to potentially achieve tax-free gains and secure a brighter financial future.   Don’t miss out on these strategies to optimize your business’s value and prepare for the next chapter.   👉 Read more: https://lnkd.in/g3nEXFdX   At Houlihan Capital, we understand the complexities of navigating IRS Section 1202. From maintaining compliance to leveraging QSBS in estate planning and maximizing benefits through advanced strategies like exemption stacking, our team can help you unlock QSBS’s full potential.   If you have any questions or want to discuss your valuation needs related to IRS Section 1202, please contact Zhongnan (Nancy) Shao, CFA, Senior Vice President at nshao@houlihancapital.com.   #HoulihanCapital #QSBS #BusinessOwners #LegacyPlanning #TaxStrategy #IRS1202 #ValuationProvider #EstatePlanning

In this video, Joe Brennan and Monica Blocker share insights on how we help fund clients navigate the complexities of locked token valuations.   From fostering clear communication between fund clients and auditors to ensuring reports are audit-defensible, our goal is to make the audit process as smooth as possible.   What strategies do you think are key to supporting funds in this evolving space? Let us know your thoughts in the comments!   #HoulihanCapital #CryptoValuation #LockedTokens #AuditSupport #FairValue #CoinAlts #DwellFi #ValuationExperts #ASU202203 #ValuationExperts #FairValueMeasurement #BlockchainInsights #DigitalAssets #Crypto #Cryptocurrency #BlockchainTechnology #LockedTokens #FairValue #CryptoMarket #CryptoValuationProvider

📈 Are locked-up tokens treated the same as equity securities? In this clip, Monica Blocker and Joe Brennan discuss how contractual sale restrictions on equity securities may not fully translate to the crypto world. Would you value a locked-up token the same as a liquid one? Tell us what you think in the comments! Most investors wouldn’t - find out why during part 3 - coming soon! 🪙🔍 #HoulihanCapital #CryptoValuation #TokenEconomics #FairValueMeasurement #BlockchainInsights #DigitalAssets #Crypto #Cryptocurrency #Tokenomics #BlockchainTechnology #LockedTokens #FairValue #CryptoMarket #CryptoValuationProvider

🎥 Excited to share part 1 of an insightful discussion from DwellFi  at the CoinAlts Symposium, featuring Joe Brennan and Monica Blocker! They explore the impact of ASU 2022-03 on fair value measurement for locked crypto tokens, shedding light on regulatory ambiguity, valuation challenges, and strategies to ensure smooth audits. This is just the beginning—stay tuned for more! Part 2 is coming soon, where we'll dive even deeper into this evolving topic. #CryptoValuation #FairValue #ASU202203 #CoinAlts #DwellFi #ValuationProvider #AuditSupport #HoulihanCapital #Crypto #CryptoValuationProvider #IndependentValuations