System and method for analyzing and originating a...

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

Reexamination Certificate

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C705S035000

Reexamination Certificate

active

07117177

ABSTRACT:
A system and method for analyzing and originating a contractual arrangement for transacting a deposit liabilities base of a financial institution. In one embodiment, a deposit liability contract is provided granting the financial institution the right to sell the deposit liabilities base to a third party at a predetermined price. External market data and internal data pertaining to the financial institution is analyzed. An estimated market value and a minimum potential bid price for the deposit liabilities base is calculated, and incorporated into a deposit liability contract, so that the price which the third party will pay during a predetermined term for the deposit liabilities may be specified. The invention allows the value of the deposit liabilities base to be quantified without requiring that the deposit liabilities base be divested from its financial institution.

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Don F Farineau et al; “Amortizing Intangible Assets”; Aug. 1992; The National Public Accountant; vol. 37; starting at p. 32 5 pages.
Ani Sanyal; “The Core of The Matter”; Autumn 1997; Balance Sheet; vol. 6; starting at p. 25; 4 pages.
Hazel J. Johnson; “The Bank Valuation Handbook”; 1996; Bur Ridge, II Irwin Professional Publishing; 1 page.
Edward J. McGuirk et al; “Core Deposits: Key to Effective Planning”; Sep./Oct. 1990; Financial Managers' Statement; vol. 12; starting at p. 10; 5 pages.
Fred A Thornton; “Bank Core Deposit intangibles: A Conceptual View”; Jun. 1989; Accounting Horizons; vol. 3, starting at pag 85; 7 pages.

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