Independent Valuation of Trade Secrets and Proprietary Information
The Valuation Group provides trade secret valuation support for matters involving proprietary processes, confidential information, technical know-how, formulas, methods, customer information, software, data assets, business systems, and other protected commercial information.
Our work supports attorneys, business owners, investors, CFOs, auditors, CPA firms, tax advisors, licensors, licensees, and advisory teams that need documented valuation analysis involving trade secrets or proprietary business information.
Why The Valuation Group
Trade secret value depends on the economic advantage created by confidential information. The analysis may involve cost savings, incremental income, avoided development cost, market position, competitive advantage, expected useful life, commercial use, confidentiality protections, and the ability of the information to generate or protect economic benefit.
Our analysis connects the protected information to the advantage it creates - income, avoided cost, efficiency, customer retention, or competitive position - and to the risks affecting continued economic benefit.
We value trade secrets, proprietary know-how, confidential technical information, formulas, processes, methods, data, software-related assets, customer information, operating systems, and other protected business information.
Our analysis may address the economic benefit of the information, the cost to develop or recreate it, the income it supports, the competitive advantage it provides, remaining useful life, and the risks affecting continued economic benefit.
Some trade secrets are embedded in operating methods, production processes, service delivery systems, pricing models, customer data, supplier relationships, software tools, or internal business practices.
We analyze how proprietary information contributes to revenue, margin, efficiency, customer retention, cost savings, or competitive position.
Trade secret disputes may involve alleged misappropriation, unauthorized use, employee departure, competitor use, lost profits, unjust enrichment, reasonable royalty damages, or diminution in value.
We provide financial analysis to assist counsel and advisory teams in evaluating damages positions, reviewing opposing expert opinions, and supporting settlement, mediation, arbitration, or litigation.
Trade secret valuation may be needed for acquisitions, licensing arrangements, technology transfers, financial reporting, purchase price allocations, impairment testing, tax-sensitive transfers, investor reporting, and strategic decisions.
Our reports explain the rights or information valued, the financial evidence considered, the valuation methods used, the assumptions applied, and the reasoning supporting the value conclusion.
