Financial Poise™ Airs “Valuing Your Brand and Other 'Soft' Assets," Ep.3 of the Valuation in Corporate Transactions Series, Premiering June 13 through West LegalEdcenter

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Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the June 13th premiere of a new webinar “Valuing Your Brand and Other 'Soft' Assets," designed to introduce attorneys and business owners to the basics of the valuation process. Moderator Adam Hill of Crowe Horwath joins panelists from firms including Compass Valuations, Roberts McGivney Zagotta, and J. Richard Claywell CPA to discuss how valuation experts determine the value of intangible assets.

Two perfectly competent valuation professionals can conclude on significantly different values for the same subject interest.

What is it worth? Market participants commonly use valuation experts in sales transactions. Valuation experts help determine the price a participant is willing to pay or receive for a business, security or discrete asset.

Valuations can be performed on

  • assets (i.e. equities, options or business enterprises),
  • intangible assets (i.e. patents and trademarks) or
  • liabilities (i.e. debt and contingent consideration).

The concept of valuation permeates the business and legal world on a daily basis. Two perfectly competent valuation professionals can conclude on significantly different values for the same subject interest. This Financial Poise webinar series addresses this incongruity. More broadly, it also discusses how valuation experts go about their work.

The 3rd episode of the "Valuation in Corporate Transactions" webinar series, "Valuing Your Brand and Other 'Soft' Assets" (Register Here) premieres on June 13th at 2 p.m. CT and features Moderator Adam Hill of Crowe Horwath. Adam is joined by Gary Lotzer of Compass Valuations, Catherine McGivney of Roberts McGivney Zagotta, Michael Hobbs of PahRoo Appraisal & Consultancy and Richard Claywell of J. Richard Claywell CPA.

A company’s name, logo and other intangible assets have no intrinsic value. Yet, such intellectual property (IP) rights are increasingly important. Other examples of such “soft” assets include trademarks, copyrights, and trade secrets. This webinar will help attendees understand how experts go about valuing such intangible assets.

Each episode is delivered in Plain English understandable to business owners and executives without much of a background in these areas. Yet, it is proven to be valuable to seasoned professionals. Each episode in the series brings you into engaging, sometimes humorous, conversations.

Every Financial Poise webinar is designed to entertain as it teaches. Moreover, every Financial Poise episode in a series is designed to be viewed independently of the other episodes. Participants will enhance their knowledge of this area whether they attend one, some or every episode.

Financial Poise™ ( provides unbiased news, continuing education and intelligence to private business owners, executives and investors. For more information contact Jennifer Storch at jstorch(at)financialpoise(dot)com or 312-469-0135.

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Jennifer Storch
since: 01/2013
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Financial Poise
since: 06/2011
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