Date: Wednesday, September 27, 2017
10:00am-2:00pm PT / 1:00pm-5:00pm ET
Format: A BVR Webinar

Earn 4.5 CPE credits
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Featuring  (click image for bio)

Michael Pellegrino
Pellegrino & Associates, LLC
R. Christopher Rosenthal
Ellin & Tucker
Ron Laurie
Managing Director
Inflexion Point Strategy, LLC
Edgar Baum
Strata Insights

About This Program

Don’t just survive; thrive in the jungle of intangible valuation. Join us for field class with experts Edgar Baum, Ron Laurie, Mike Pellegrino, and Chris Rosenthal who will guide you through the diverse and often confusing world of patents, copyrights, trade secrets and trademarks. In this advanced workshop learn about the distinctions between major types of intangibles along with the nuances such as the difference between brands and trademarks. Be sure you are valuing the right intangible before getting started and get direction on what methods to consider along with how to approach a valuation in a litigation, transfer, or fair value environment. Go beyond the theory with an illustrative case study that shows the diversity and complexity of intangibles. Attend this event and be prepared with expert instruction from those that practice daily in the field.


    Overview and Common Elements
    Definition, Identification, & Characterization

    • Definition of Identifiable Intangibles (FAS-141/805, IAS-38, IVS 210)
      Either --
      • Arises from Legal or Contractual Rights; or
      • Is “Separable”
      • Otherwise, it’s Goodwill
    • Characterization of Intangible Assets (IVS 210-20.3)
      • Technology-Based
      • Marketing/Brand-Related
      • Customer-Related
      • Contract-Related
      • Artistic Related
    • Specific Types of intangible Assets
      • Patents (Utility and Design)
      • Copyrights
        • Literary (including source code, database SSO, operating manuals, etc.)
        • Audio-Visual
        • Pictorial/Graphic (2D) (including circuit diagrams, blueprints, etc.)
        • Sculptural (3D) (including non-functional design features)  
        • Musical Compositions
        • Sound Recordings
      • Trademarks
        • Service Marks & Trade Names
        • Trade Dress, Product Shape/Configuration
      • Trade Secrets
        • Industrial & Business Processes
        • Technical Know-How
        • Customer Lists
        • Formulas
        • Data Compilations

    Case Study   

    • Patents (Utility and Design)
    • Copyrights
    • Trademarks
    • Trade Secrets
    • Valuation Methodologies (including variants thereof)
      • Income
      • DCF
      • Relief from Royalty (IPRs, brand)
      • Excess Earnings (technology, customer relationships)
      • Market
      • Cost

Learning Objectives

  • Describe the key characteristics of patents, trademarks, copyrights and trade secrets
  • List different approaches for valuing intangibles
  • Describe the advantages and disadvantages of different intangibles

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 4.5 Credit Hours (Specialized Knowledge & Applications)

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