Services

A valuation for every kind of intellectual property.

Each engagement is scoped to the asset and the purpose — financing, litigation, tax, licensing, or transfer — and delivered as a sourced, defensible report.

01 — Core

Trademark Valuation

Fair market value of names, logos, taglines, and trade dress. Used for licensing negotiations, litigation damages, brand sale, or internal tax reporting.

02 — Core

Patent Valuation

Utility and design patent valuation using income, market, and cost approaches — built for M&A diligence, licensing, and infringement damages analysis.

03 — Core

Copyright Valuation

Valuing creative works, software code bases, media libraries, and content catalogs for financing, sale, or estate transfer.

04 — Portfolio

Brand & Portfolio Valuation

A consolidated valuation across a company's full IP portfolio — trademarks, patents, and copyrights together — ahead of a raise, sale, or restructuring.

05 — Dispute

Litigation Support & Expert Testimony

Damages calculations, infringement impact analysis, and expert witness reports for counsel on both sides of an IP dispute.

06 — Licensing

Licensing & Royalty Rate Studies

Determining a fair, defensible royalty rate range for inbound or outbound licensing deals, using comparable agreement data.

07 — Tax

Gift, Estate & Tax Valuation

IRS-compliant valuations for IP transfers between entities, gifting to family or trusts, and estate settlement.

08 — Compliance

Financial Reporting Valuation

Purchase price allocation and impairment testing for IP assets acquired in a merger or acquisition.

09 — Advisory

Pre-Transaction Advisory

An early read on IP value before you enter a negotiation, so you know your floor before the other side does.

Methodology

Three approaches, weighted to the asset.

No single method fits every kind of IP — a report may lean on one approach or reconcile all three, depending on what the asset is and why it's being valued.

Income

Income Approach

Values the asset based on the future economic benefit it's expected to generate, discounted to present value.

Market

Market Approach

Benchmarks against comparable licensing deals, sales, or transactions involving similar IP.

Cost

Cost Approach

Estimates what it would cost to recreate or replace the asset from scratch today.

Reconcile

Reconciliation

Approaches are weighted and reconciled into a single, sourced conclusion of value.

Not sure which service fits?

Tell us about the asset — we'll scope it.

Most engagements start with a short intake call. We'll recommend the right approach and a fixed fee before any work begins.

Start a conversation