Wade Smith

Experience

• 

  Bluebase

  Jan 2014 - Dec 2023

  Financial Analyst
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  FinAcco

  May 2021 - now

  Manager - Valuation, Interim CFO

  - Conducted business valuations using DCF, comps, precedents, cost/asset method;- Calculating premia and discounts: DLOM, control, blockage, key person;- Estimating fair value of financial instruments: convertible debt, warrants, stock options; convertible preferred stock;- Establishing fair value for stock-based compensation: stock options, RSUs, restricted stock, SARs, profit interest plans, 409(a) valuation;- Estimating fair value of various equity options: barrier, binominal, average price Asian, average strike Asian;- Using Monter Carlo simulation: Geometric Brownian motion and derivative formulas;- Lattice models: binominal, trinomial, black-out periods, forfeiture rates, vesting conditions;- Managed and streamlined processes for valuation and report creation- Developed and maintained financial models for strategic planning and analysis- Assisted in creation of business development plan, identified, researched, and assessed viability of target market- Drafting investor decks, Board reports, helping companies formulate and present their mission and vision Show less