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Program Description
The webinar will provide participants with an overview of key issues and concepts related to analyzing and valuing brands and similar intellectual property assets of healthcare companies. Executives of hospitals and other healthcare organizations are increasingly interested in understanding the value of their organization's brand and how they can improve and capitalize upon it. Methodologies and approaches for analyzing brand strength and value will be discussed and case studies will be utilized to help illustrate important points and practical take-aways.
Learning Objectives
After completing this webinar, attendees will be able to:
- Determine how to approach a brand valuation project for a hospital or other healthcare organization
- List appropriate methodologies to consider when working on a valuation project
- Identify key issues for evaluating brand strength
Who Should Attend
Business appraisers interested in the healthcare industry, healthcare executives, and attorneys with healthcare clients
Presenter(s)
W. James Lloyd, CPA, ABV, ASA, CFE
Mr. W. James (Jim) Lloyd is a principal in the valuation and dispute services practice of Pershing Yoakley & Associates, PC, a national accounting and consulting firm that specializes in the healthcare industry. He has extensive experience with valuing a broad range of healthcare companies, complex business arrangements, and intangible assets for purposes such as mergers and acquisitions, joint ventures, financial reporting, and taxation. Mr. Lloyd received his bachelor of science in business administration from the University of Tennessee and is a Certified Public Accountant (CPA). He also holds the following specialized credentials: Accredited in Business Valuation (ABV) from the American Institute of Certified Public Accountants, Accredited Senior Appraiser (ASA) from the American Society of Appraisers; Certified Business Appraiser (CBA) from the Institute of Business Appraisers, and Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners.
Mr. Lloyd is a past chair of the American Institute of CPA’s Accredited in Business Valuation Credential Committee and also past Chair of the Tennessee Society of CPA’s Valuation and Litigation Services Committee. He has published multiple articles on various valuation and litigation topics and is a frequent speaker at conferences and other venues across the U.S.
CPE Credit |
W. James Lloyd, CPA, ABV, ASA, CFE
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