GHB Intellect specializes in numerous intellectual property (“IP”) services, including Financial Valuation.
Each Financial Valuation includes a corresponding Technical Evaluation to assess the potential strength and value of the relevant patent(s) across three metrics: (a) patent strength, (b) encompassed technology, and (c) market indicia. The information from the Technical Evaluation is used to support or inform the Financial Valuation. Please refer to our Technical Evaluation services for a detailed description of the various tiers of evaluations.
For those with large patent portfolios who are on a budget and unsure of what their key IP assets are, we suggest performing standalone Technical Evaluations, which can be used to informatively guide what next steps to take in evaluating, developing, or monetizing such assets.
A summary of our Financial Valuation tier 3 is provided below.
Financial Valuation Tier 3
Summary: Tier 3 is a more thorough analysis relative to Tier 2 and therefore includes the services described in Tier 2 but is further augmented. Specifically, this tier will commence with an introductory meeting to discuss (for example): (a) the relevant patent(s), (b) the intent of pursuing a patent valuation, (c) the potential or current products associated with client and/or third parties, and (d) any relevant documents and/or data (e.g., business plans, industry reports, market segment data, competitor assessments, etc.) the patent owner owns and/or is aware of which may be relevant to the valuation. Through this client interaction, a more in-depth analysis of the appropriate Total Available Market (“TAM”), royalty rate indicators, and potential risk adjustments can be analyzed and evaluated.
Use Cases: This tier is recommended for patent owners seeking a report which contains a more in-depth and informed valuation of their patent(s) and is structured and crafted for internal and external consideration (see deliverables below). This tier is also strongly recommended if the patented technology and/or relevant products fill a niche demand/market.
Deliverables: A thorough report which includes descriptive write-ups of the: (a) subject patent(s), (b) relevant industry and/or market segments, (c) relevant TAM, (d) comparable royalty rate indicators, (e) discount rates and risk adjustments, and (f) a conclusion of value for the subject patent(s). All relevant materials, data, and the valuation model will be provided as part of the final deliverables. We will conclude the project with a meeting to discuss the key findings of the report and answer any questions. A Tier 3 Technical Evaluation is also included.
Please complete the form below to request more information about how our financial valuation services can benefit you. If you already have an idea of which Tier of valuation you would like performed, please feel free to indicate that in this questionnaire instead. Otherwise, we can discuss what makes the most sense for your needs.
GHB Intellect has been providing IP technical and business consulting services since 2007, including turn-key IP assessments, development, management, valuation, and monetization support. Our goal is to align our client’s IP portfolio development and monetization activities with their business objectives.