Upcoming Webinar:
Top 10 Best Practices for More Successful M&A
Wed, Oct 16 – 6:00 PM CEST
Register

Navigating Intangible Asset Valuation

Navigating Intangible Asset Valuation

Show Notes Of Podcast

Show Notes

0:00 Introduction

1:06 PJ Patel’s background

1:58 How the current M&A climate is affecting valuation

2:35 Trends PJ is seeing

3:36 Long term market predictions

5:30 The most common valuation issues PJ sees

7:45 How goodwill impairments reveal the quality of management

9:18 An explanation of goodwill impairments

11:43 The biggest obstacle you face when it comes to intangible asset valuation

13:53 Tools that can help you

16:10 Where is there a variance between sectors?

17:33 Financial buyers vs strategic buyers

18:52 Synergies & when VRC is brought in

21:08 Optimism in predicting synergies

22:49 Fogginess post-deal

24:59 Why it takes so long for rules and regulations to be updated

28:19 What has a bigger impact on intangible asset valuation: conceptual or practical problems

30:57 Are the pain points the same universally?

32:52 Will global aggressive restrictions continue?

35:26 Why people get valuations in the first place

36:17 The biggest concerns when getting a valuation done

39:00 How to know you’re working with the right valuation firm

40:45 PJ’s experience with valuations that had a big impact

42:34 Does PJ interact with the people-side of the business during a valuation?

44:28 The craziest thing PJ has seen in M&A

46:21 Closing remarks and end credits

“We’re seeing some companies that were previously owned by a private equity firm four or five years ago being re-acquired by that same PE firm. So it’s really a strong market, strong valuation, in many ways a seller’s market.”

Strategies from an industry pro to avoid common intangible asset valuation issues

On this episode, Kison talks with PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC). VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Kison and PJ discuss how to navigate intangible asset valuation in today’s market, how the current M&A climate is affecting valuation, and how to avoid the most common mistakes when conducting a valuation.

PJ is a valuation professional with a focus on the valuation of assets, liabilities, and businesses for financial reporting, tax, and other corporate purposes. He leads VRC’s financial reporting practice and is a frequent presenter on valuation issues. He recently spoke at the Financial Accounting Standards Board (FASB) roundtable to discuss how goodwill is valued and is often quoted in the press regarding valuation issues.

“In today’s environment where companies are more intangible asset-based rather than tangible asset-based, there’s probably an evolution that needs to happen in terms of how you value inventory.”


“We’re seeing some companies that were previously owned by a private equity firm four or five years ago being re-acquired by that same PE firm. So it’s really a strong market, strong valuation, in many ways a seller’s market.”

Strategies from an industry pro to avoid common intangible asset valuation issues

On this episode, Kison talks with PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC). VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Kison and PJ discuss how to navigate intangible asset valuation in today’s market, how the current M&A climate is affecting valuation, and how to avoid the most common mistakes when conducting a valuation.

PJ is a valuation professional with a focus on the valuation of assets, liabilities, and businesses for financial reporting, tax, and other corporate purposes. He leads VRC’s financial reporting practice and is a frequent presenter on valuation issues. He recently spoke at the Financial Accounting Standards Board (FASB) roundtable to discuss how goodwill is valued and is often quoted in the press regarding valuation issues.

“In today’s environment where companies are more intangible asset-based rather than tangible asset-based, there’s probably an evolution that needs to happen in terms of how you value inventory.”


Show Notes

0:00 Introduction

1:06 PJ Patel’s background

1:58 How the current M&A climate is affecting valuation

2:35 Trends PJ is seeing

3:36 Long term market predictions

5:30 The most common valuation issues PJ sees

7:45 How goodwill impairments reveal the quality of management

9:18 An explanation of goodwill impairments

11:43 The biggest obstacle you face when it comes to intangible asset valuation

13:53 Tools that can help you

16:10 Where is there a variance between sectors?

17:33 Financial buyers vs strategic buyers

18:52 Synergies & when VRC is brought in

21:08 Optimism in predicting synergies

22:49 Fogginess post-deal

24:59 Why it takes so long for rules and regulations to be updated

28:19 What has a bigger impact on intangible asset valuation: conceptual or practical problems

30:57 Are the pain points the same universally?

32:52 Will global aggressive restrictions continue?

35:26 Why people get valuations in the first place

36:17 The biggest concerns when getting a valuation done

39:00 How to know you’re working with the right valuation firm

40:45 PJ’s experience with valuations that had a big impact

42:34 Does PJ interact with the people-side of the business during a valuation?

44:28 The craziest thing PJ has seen in M&A

46:21 Closing remarks and end credits

Previous Episode
Next Episode
“We’re seeing some companies that were previously owned by a private equity firm four or five years ago being re-acquired by that same PE firm. So it’s really a strong market, strong valuation, in many ways a seller’s market.”

Strategies from an industry pro to avoid common intangible asset valuation issues

On this episode, Kison talks with PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC). VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Kison and PJ discuss how to navigate intangible asset valuation in today’s market, how the current M&A climate is affecting valuation, and how to avoid the most common mistakes when conducting a valuation.

PJ is a valuation professional with a focus on the valuation of assets, liabilities, and businesses for financial reporting, tax, and other corporate purposes. He leads VRC’s financial reporting practice and is a frequent presenter on valuation issues. He recently spoke at the Financial Accounting Standards Board (FASB) roundtable to discuss how goodwill is valued and is often quoted in the press regarding valuation issues.

“In today’s environment where companies are more intangible asset-based rather than tangible asset-based, there’s probably an evolution that needs to happen in terms of how you value inventory.”


Show Notes

0:00 Introduction

1:06 PJ Patel’s background

1:58 How the current M&A climate is affecting valuation

2:35 Trends PJ is seeing

3:36 Long term market predictions

5:30 The most common valuation issues PJ sees

7:45 How goodwill impairments reveal the quality of management

9:18 An explanation of goodwill impairments

11:43 The biggest obstacle you face when it comes to intangible asset valuation

13:53 Tools that can help you

16:10 Where is there a variance between sectors?

17:33 Financial buyers vs strategic buyers

18:52 Synergies & when VRC is brought in

21:08 Optimism in predicting synergies

22:49 Fogginess post-deal

24:59 Why it takes so long for rules and regulations to be updated

28:19 What has a bigger impact on intangible asset valuation: conceptual or practical problems

30:57 Are the pain points the same universally?

32:52 Will global aggressive restrictions continue?

35:26 Why people get valuations in the first place

36:17 The biggest concerns when getting a valuation done

39:00 How to know you’re working with the right valuation firm

40:45 PJ’s experience with valuations that had a big impact

42:34 Does PJ interact with the people-side of the business during a valuation?

44:28 The craziest thing PJ has seen in M&A

46:21 Closing remarks and end credits

REcommended articles