Independent Valuation and Financial Analysis for IP Transactions
The Valuation Group provides valuation and financial analysis for intellectual property licensing, technology transfers, royalty arrangements, asset sales, acquisitions, contributions, related-party transfers, and other transactions involving patents, trademarks, trade secrets, technology, brands, royalty streams, and intangible assets.
Our work supports attorneys, business owners, licensors, licensees, inventors, investors, CFOs, auditors, CPA firms, tax advisors, and advisory teams that need documented valuation analysis for intellectual property transactions or licensing decisions.
Why The Valuation Group
Intellectual property transactions require analysis of the asset being transferred, the rights being granted, expected economic benefit, market opportunity, useful life, commercialization risk, royalty potential, exclusivity, territory, duration, and the financial terms of the arrangement.
Our work helps parties evaluate whether the proposed licensing, sale, transfer, contribution, or related-party arrangement is supported by the economics of the asset and the rights being conveyed.
We provide valuation support for license agreements involving patents, trademarks, trade secrets, technology, software, brands, proprietary processes, and other intangible assets.
Our analysis may address royalty rates, royalty bases, exclusivity, territory, duration, sublicensing rights, expected revenue, profitability, market adoption, useful life, risk, and the economic contribution of the licensed asset.
Intellectual property may be sold, transferred, contributed to an entity, assigned between related parties, or included as part of a larger business transaction.
We provide valuation analysis designed to support transaction review, negotiation, tax-sensitive transfers, financial reporting, investor reporting, and advisory decision-making.
Technology transactions often involve assets that are still developing commercially. The analysis may require consideration of market adoption, technical risk, regulatory risk, competitive alternatives, development stage, capital requirements, and the pathway from intellectual property to revenue.
We analyze the commercial context and financial evidence supporting the value of the technology or rights being transferred.
IP transactions may later become disputed when parties disagree over royalties, milestones, performance, license compliance, ownership rights, payment obligations, or the economic value of the asset transferred.
The Valuation Group provides financial analysis to assist counsel and advisory teams in evaluating the economics of the transaction, reviewing opposing claims, and supporting settlement, mediation, arbitration, or litigation.
