IP Value Training

Date: Thursday, November 29, 2012
Time: 10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Why You Should Attend

In this exclusive webinar BVR welcomes valuation experts Poonam Vaidya of Crowe Horwath LLC and Thomas Zambito of BDO Consulting  for an examination of the processes by which the most fundamental, valuable, and intangible business asset is appraised: customer relationships. A business without customers is not a business, and in this program Vaidya and Zambito will address what every appraiser should know when valuing customer lists. From data collecting through appraisal analysis, learn about classic and emerging valuation techniques, how these appraisal tools capture historical customer sales, attrition rates, and other attributes, and, ultimately, which is right for the job at hand.

Agenda

• Customer relationship overview
• Analyzing historical customer sales data
• Understanding attrition and retention trends
• Developing customer relationship cash flow schedules
• Contributory asset charges and their appropriate rates of return
• Customer relationships amortizing lives
• Alternative customer relationship valuation methods

Learning Objectives

• Solidify an understanding of how to value customer relationships

• Learn which methods are best suited for valuing customer relationships and why
• Learn which data is necessary to accurately value customer relationships
• Understand when customer list valuation is necessary and how to best put its results to use

WEBINAR

Date: Wednesday, June 13, 2012
Time: 10:00am – 11:15am PT
Featuring: Chuck Baxter & Karrie Lewis

Increasingly, companies are beginning to realize the tremendous value of intangible assets, not the least of which is intellectual property (IP). Every business that has acquired patents, trademarks, or copyrights for the products they sell; or, any company that makes, uses, sells and/or offers for sale products and services has some degree of IP exposure. Thus, IP insurance is a critical part of an effective risk management plan.

Perhaps the biggest financial threat to a company is becoming involved in a costly patent infringement lawsuit, either offensively or defensively. Either way, when the amount in controversy is between $1 million and $25 million, a company can count on spending, on average, $2.8 million dollars in litigation expenses alone just to get through trial. And damages in these cases can average close to $9 million. Find out why IP insurance should be should be an important consideration for companies concerned about their IP exposure. Explore the various types of IP insurance products that are available for companies to consider.

Join Karrie Lewis and Chuck Baxter of Intellectual Property Insurance Services Corporation to find out the important questions that are critical to construct and assess an effective IP risk management plan.