Business Valuation Resources, LLC

Valuing Customer Relationships

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

Earn 2 CPE credits
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Register for this program:

Webinar - $179
Training Pack* - $179
Webinar & Training Pack* - $269
Webinar & Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations - $279
Webinar, Training Pack* & Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations - $369

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*Training Packs include: a complete recording and transcript with all presentation and reading materials delivered via an electronic download
Please note: CPE credit is not available through Training Packs
More information is available below

Featuring (click image for more information):

Poonam Vaidya
ASA, CBA
Crowe Horwath LLP
Thomas Zambito
MBA
BDO Consulting

Why You Should Attend

In this exclusive webinar BVR welcomes valuation experts Poonam Vaidya and Thomas Zambito for an examination of the processes by which the most fundamental, valuable, and intangible business asset is appraised: the customer. 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 relationships. From data collection 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 relationship valuation is necessary and how to best put its results to use

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).

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CPE Credits for Unlimited Listeners
Have as many eyes and ears take advantage of your registered connection as possible: CE credit is available for an unlimited number of listeners to any registered line. To add listeners for CE credit, please complete the Additional Listener form included on your webinar dial-in instruction email. We'll send dial-in instructions one to two days before our program, and will provide information directly to those listeners you identify approximately one hour before our program.

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

Business Valuation Resources, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

www.nasba.org
NASBA Sponsor


All BVR training events are eligible for continuing education credits from the Exit Planning Institute's Certified Exit Planning Advisor (CEPA) program. Credits are based on a 50-minute hour. Final acceptance is at the discretion of the Exit Planning Institute.

www.exit-planning-institute.org

Training Packs

BVR's Training Packs are an indispensable addition to any valuation reference library, or the perfect alternative when you cannot attend the session live.

Each Training Pack is delivered approximately 2-4 weeks after the program has aired, and includes:

  • Video file (MP4)
  • Audio file (MP3
  • Transcript of the presentation
  • A copy of the presentation slides
  • A copy of the reading materials, visual aids, and handouts

Please note, CPE is not available with Training Packs.





Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations

As valuation analysts know only too well, analysts, auditors and CFOs have been on their own in estimating remaining useful lives of intangible assets without significant benchmarks ever since the Financial Accounting Standards Board (FASB) created the uniform procedure whereby the acquiring entity in a business combination must perform a purchase price allocation (PPA) that matches the purchase price to asset values of the acquired company, including, importantly intangible assets.

Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations delivers a compilation of reported data, particularly on useful lives of intangible assets as reflected in over 360 purchase price allocations. Analysts will use the data to benchmark what intangibles are being discovered, categorized and valued in what industries, and  the ratios of individual intangible asset categories to total assets.


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BVR's Satisfaction Guarantee:
Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963, cs@bvresources.com or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.