Intellectual Property

Valuation

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At Ocean Tomo, a part of J.S. Held, our clients retain us to help identify, manage, and capture the value of intellectual property and intangible assets to all aspects of a business enterprise.

Visit Ocean Tomo for more information about J.S. Held's intellectual property services.

Our team helps clients to understand the value of their internally developed and acquired IP assets, enabling decision makers to focus research and development and other capital budgeting efforts, plan and negotiate sale, disposition, or licensing transactions, strategize in anticipation of, or within, litigation, and address financial and tax reporting requirements.

Our Services
  • Enterprise Valuation
  • IP Management & Strategic Planning
  • IP Transaction Valuations & Support
  • Licensing & Negotiation Support
  • Licensing Program Development
  • Royalty Rate / Rate Card Development & Analyses, Including FRAND & SEP
Our Subject Matter Experts
  • Accredited Business Valuation Experts
  • Certified Licensing Professionals
  • Certified Public Accountants
  • Economists
  • Intellectual Property Valuation Experts
  • Testifying Experts
Our Clients
  • Artists
  • Bankruptcy & Restructuring Attorneys
  • Boards of Directors
  • Commercial Dispute Litigators
  • Corporate Securities Attorneys
  • C-Suite Executives (CEO, CIPO, CTO)
  • Designers
  • Fortune 1000 Companies
  • General Counsel
  • Governments
  • Institutional Investors
  • Inventors
  • IP Litigators
  • Laboratories
  • Licensing Managers
  • Small & Middle Market Companies
  • Patent Information Specialists
  • Public Companies
  • Start-Ups
  • Tax Professionals
  • University Technology Managers
  • Venture Capitalists
IP Valuation - Overview

We value both statutory IP such as patents, trademarks, and copyrights, as well as intellectual or intangible assets that are complementary and more fully leverage the value of statutory IP. Below is a list of intellectual assets we value:

Marketing-Related

  • Internet Domain Names, Copyrights
  • Newspaper Mastheads
  • Trademarks, Trade Names, Trade Dress

Customer-Related

  • Customer Lists and Agreements

Artistic-Related

  • Digital Media
  • Film, Music, and Other Content Libraries

Contract-Based

  • Construction Permits
  • Franchise Agreements
  • Lease Agreements
  • Operating, Broadcast, Spectrum, and Other Use Rights
  • (Re)Insurance, Mortgage, and Other Financial Servicing Rights

Technology-Based

  • Computer Software Source Code, Mask Works, and Databases
  • In-Process Research and Development
  • Open Source, Third-Party, and Hybrid Licensing Agreements
  • Patents
  • Technological Know How
  • Trade Secrets

The process of developing an appraisal and preparing an appraisal report can take several days to several months depending upon the size and scope of the engagement, the availability of management and requested financial information and documents.

Valuation by Asset Class

Intellectual Property & Identifiable Intangible Assets

  • Brands
  • Copyrights
  • In-Process Research & Development (IPR&D)
  • Patents
  • Personal Goodwill
  • Sports/Entertainment Related Intangibles
  • Trade Names and Trademarks
  • Trade Secrets, Proprietary “Know How”, Formulas & Recipes

Fixed Assets

Through a collaboration with our strategic partners, the valuation of all types of tangible personal property / equipment and real estate.

Invested Capital

  • Business Enterprises
  • Interest-Bearing Debt
  • Majority & Minority Equity Ownership Positions
  • Minority Ownership Investments Booked Under the “Equity Method”
Valuation by Business Need

Our professionals are recognized experts in patent, intellectual property and intangible asset valuation, having performed numerous critical IP appraisals for Fortune 500 companies, mid-sized businesses, and inventors, across a variety of industries.

Our experienced team performs valuations for:

  • Bankruptcy Support
  • Fairness & Solvency Opinions
  • Financial Reporting
  • Financial Restructurings
  • Financing
  • IP Transaction / Licensing Support
  • Mergers & Acquisition
  • Pre-Litigation Strategy
  • Sale Targeting & Pricing
  • Tax Reporting
  • Transfer Pricing
  • Venture Capital Investment
Related Insights

Our insights cover a variety of topics impacting businesses, society, the economy, and the environment. Check out our latest white papers, research reports, educational seminars, industry speaking engagements, and perspective articles.

 
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