Financial Valuation Inquiry

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.