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| Who Owns the Customers? Valuing Interests in Service Firms (2223Q) |
Course CPE: 1 hour
Field(s) of Study: Finance–1 hr
Program Level: Advanced
Prerequisites: Good knowledge of topic and experience in the field. Advanced level programs are often appropriate for seasoned professionals within organizations; however, they may also be beneficial for other professionals with specialized knowledge in a subject area.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25BV1215WOC
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: December 15, 2025
Presenter: Terry Lloyd
Program Description:
Professional services firms, like law, accounting, advisory, and IT consulting, present unique problems for valuation professionals. The value of an interest in a service firm arises in transaction, tax, and dispute settings. Most valuation practitioners themselves operate in professional firms.
A key issue in valuing service firm interests is whether the client goodwill attaches to the practitioner or the firm. That's the first step in the valuation of the interest in the firm.
After completing this course, you will be able to:
- Recognize industries and practices where there is a need for valuing interests
- Recognize the importance of separating corporate and firm goodwill
- Identify the characteristics of the firm where corporate goodwill may be present such as size, client portfolio, and revenue generation
- Determine how to separately value the personal and corporate portions
- Identify reliable sources and methods for valuing interests in service firms
- Determine how to effectively communicate the analysis
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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.nasbaregistry.org. |
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