Intellectual Property Appraisals:  independently value the worth of specific intellectual property and intangible business assets such as equity interest, debt securities, preferred stock and receivables.

 Intangible Appraisal Reports independently value the worth of specific intellectual property, such as:

  • Patents and copyrights
  • Brands
  • Technologies and products (and their life cycles)
  • Non-technology assets (services and support)
  • Intangible business assets, such as equity interest, debt securities, preferred stock and receivables
  • Customers
  • Other contingent assets, such as employment and non-competition agreements

 Intellectual Property Appraisals present valuable information in the manner and style expected by banks, institutional investors and their advisors, and may be used as an exhibit to a:

  • Business Plan
  • Loan Request Package
  • Private Placement or Confidential Memorandum for:
  • Sale or purchase of a business,
  • Obtaining loans or equity, and other
  • Capital markets alternatives.

 Intangible Assets are appraised for:

  • Charitable contributions
  • Allocation of an Overall Business Purchase Price –
  • Financial Accounting Purposes
  • Income Tax Accounting Purposes
  • Pre-acquisition Assessment of Business Value
  • Purchase of Selected Intangible Assets
  • Reorganization and Bankruptcy Analysis
  • Establishment of Appropriate Royalty Rates for Licenses
  • Establishment of a Fair Inter-company Transfer
  • Income Tax Planning and Compliance
  • Ad Valorem Property Tax Exclusions
  • Litigation Support and Dispute Resolution
  • Business Formation and Dissolution
  • Corporate Planning and Governance

Professional Intellectual Property Appraisals will include:

  • IP valuation principles and theory,
  • Financial analysis,
  • Approaches and methods necessary to determine value, and
  • Government rulings related to IP valuation.

The asset accumulation method of valuation permits you to separately value goodwill and intangible items.

Intellectual Property Appraisals are essential for valuing:

  • Marketing-related Intangibles
    • Trademarks & Trade names
    • Brand names & Logos
  • Goodwill-related Intangibles
    • General Business Going Concern Value
    • Professional Practice Goodwill
    • Institutional Goodwill
    • Personal Goodwill of a Professional
    • Celebrity Goodwill
    • Right of Publicity
  • Technology-related Intangibles
    • Websites and Web Properties
    • Social Media and SEO
    • Process Patents & Patent Applications
    • Technical Documentation (Laboratory Notebooks, Technical Know-how, etc.)
    • Trade Secrets
  • Computer-related Intangibles
    • Proprietary Computer Software
    • Software Copyrights
    • Automated Databases
    • Integrated Circuit Masks and Masters
  • Engineering-related Intangibles
    • Industrial Design
    • Product Patents
    • Trade Secrets
    • Engineering Drawings and Schematics
    • Blueprints
    • Proprietary Documentation
  • Customer-related Intangibles
    • Customer Lists
    • Customer Contracts
    • Customer Relationships
    • Open Purchase Orders
  • Contract-related Intangibles
    • Franchise Rights and Agreements
    • License Agreements
    • Royalties
    • Distribution Networks
    • Non-compete Agreements
    • Favorable Supplier Contracts
  • Human Capital-related Intangibles
    • Stock Options
    • Employment Agreements
    • Trained and Assembled Workforce
    • Union Contracts
  • Location-related Intangibles
    • Leasehold Interests
    • Mineral Exploitation Rights
    • Easements, Air rights and Water Rights
  • Artistic-related Intangibles
    • Copyrights and Literary Works
    • Engravings
    • Maps
    • Musical Compositions