Amembal & Halladay, in collaboration with Ivory Consulting Corp., held their all-new seminar “Lease Pricing and Structuring” on November 5. This engaging half-day virtual interactive seminar was attended by 36 industry professionals.

The next seminar is scheduled for February 19 from 9:30 am to 1:30 pm (Mountain Time). It will be co-instructed by Sudhir Amembal, Chris Ivory and Shawn Halladay.

The seminar will address pre-tax as well as after-tax pricing and structuring. With ample illustrations and sensitivity analyses, attendees will learn what it takes to price and structure leases with the goal of maximizing lessor yield along with meeting varied customer needs. Topics included in the seminar are pricing goals and considerations, various yields used in pricing, factors impacting pre-targeted yields, varied structures, and a rarely-used approach to pricing and structuring designed to outsmart competition. Given the recent tax law changes, the seminar will also address the value of bonus depreciation in the hands of the lessor and how parts, or all, of it could be passed on to the lessee.

The seminar is meant for those who are involved in the actual pricing and structuring of transactions as well as those who present quotes to customers. Both equipment finance newcomers as well as experienced professionals will benefit from the building-block teaching approach, ensuring actionable insights for all levels. To foster meaningful engagement, participation in the first seminar will be capped at 40 attendees.