About the Course:
Through highly detailed case studies and elaborate models, this session demonstrates the application of the following valuation methods:
- Cost Method: C ase Study – Computer Software Copyrights and Trade Secrets
- Market Method: Case Study – Trademarks and Trade Names
- Income Method: Case Study – Patented Pharmaceutical Products The following are among the issues illuminated during the webinar:
- Reproduction cost new
- Replacement cost new
- Amortization factors
- Intellectual property developer’s profit
- Calculating entrepreneurial incentive
- Economic obsolescence
- Comparable uncontrolled transaction method
- Comparable profit margin method
- Relief from royalty method
- Residual income method
- Multi-period excess earnings method
- Profit split method
- Revenue decay rate
Excel models relevant to the case studies are included.
Course Leaders: Robert F. Reilly, Managing Director, Willamette Management Associates> and Kevin M. Zanni, Manager, Willamette Management Associates
Robert Reilly is a true luminary in the field of business valuation.
Both Messrs. Reilly and Zanni have performed the following types of valuation and economic analyses: economic event analyses, merger and acquisition valuations, divestiture and spin-off valuations, solvency and insolvency analyses, fairness and adequacy opinions, ESOP formation and adequate consideration analyses, private inurement/intermediate sanctions opinions, acquisition purchase accounting allocations, reasonableness of compensation analyses, restructuring and reorganization analyses, tangible asset/intangible asset intercompany transfer price analyses, and lost profits/economic damages analyses.
Our speakers have prepared these valuation and economic analyses for the following purposes: transaction pricing and structuring (merger, acquisition, liquidation, and divestiture); taxation planning and compliance (federal income, gift, and estate tax; state and local property tax; transfer tax); financing securitization and collateralization; employee corporate ownership (ESOP formations and transactions); forensic analysis and dispute resolution; corporate strategic planning and management information; bankruptcy and troubled company support (recapitalization, reorganization, restructuring); financial accounting and public reporting; and regulatory compliance and corporate governance.
Messrs. Reilly and Zanni have valued the following types of business entities and securities: closely held business enterprises, fractional business interests, various classes of common/preferred stock, interest-bearing debt issues, intangible assets, general and limited partnership interests, and limited liability company interests.
Course Length: Approx. 1.5 hours