Intellectual Property Valuation Approaches and Methods




About the Course:

Through highly detailed case studies and elaborate models, this session demonstrates the application of the following valuation methods:

  • Cost Method: C ase Study – Computer Software Copyrights and Trade Secrets
  • Market Method: Case Study – Trademarks and Trade Names
  • Income Method: Case Study – Patented Pharmaceutical Products The following are among the issues illuminated during the webinar:
  • Reproduction cost new
  • Replacement cost new
  • Amortization factors
  • Intellectual property developer’s profit
  • Calculating entrepreneurial incentive
  • Economic obsolescence
  • Comparable uncontrolled transaction method
  • Comparable profit margin method
  • Relief from royalty method
  • Residual income method
  • Multi-period excess earnings method
  • Profit split method
  • Revenue decay rate

Excel models relevant to the case studies are included.

Course LeadersRobert F. Reilly, Managing Director, Willamette Management Associates> and Kevin M. Zanni, Manager, Willamette Management Associates

Robert Reilly is a true luminary in the field of business valuation.

Both Messrs. Reilly and Zanni have performed the following types of valuation and economic analyses: economic event analyses, merger and acquisition valuations, divestiture and spin-off valuations, solvency and insolvency analyses, fairness and adequacy opinions, ESOP formation and adequate consideration analyses, private inurement/intermediate sanctions opinions, acquisition purchase accounting allocations, reasonableness of compensation analyses, restructuring and reorganization analyses, tangible asset/intangible asset intercompany transfer price analyses, and lost profits/economic damages analyses.

Our speakers have prepared these valuation and economic analyses for the following purposes: transaction pricing and structuring (merger, acquisition, liquidation, and divestiture); taxation planning and compliance (federal income, gift, and estate tax; state and local property tax; transfer tax); financing securitization and collateralization; employee corporate ownership (ESOP formations and transactions); forensic analysis and dispute resolution; corporate strategic planning and management information; bankruptcy and troubled company support (recapitalization, reorganization, restructuring); financial accounting and public reporting; and regulatory compliance and corporate governance.

Messrs. Reilly and Zanni have valued the following types of business entities and securities: closely held business enterprises, fractional business interests, various classes of common/preferred stock, interest-bearing debt issues, intangible assets, general and limited partnership interests, and limited liability company interests.

Course Length: Approx. 1.5 hours

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