IP & Intangible Asset Valuation Reports
409.AI helps companies prepare expert-reviewed valuations of patents, trademarks, software, and other intangibles for transactions, licensing, tax, and reporting.
An IP and intangible asset valuation establishes the fair value of assets such as patents, trademarks, developed software, copyrights, trade secrets, and customer relationships for transactions, licensing, tax, and financial reporting.
At a glance
| Report | IP & intangible asset valuation report |
|---|---|
| Summary | Expert-reviewed valuations of patents, trademarks, software, and other intangible assets for transactions, licensing, tax, and reporting. |
| Price | From $9,999 |
| Jurisdiction | United States |
What is included
- Asset and company intake context
- Valuation analysis with an appropriate method for the asset and purpose
- Documented royalty rates, forecasts, and supporting inputs
- Documentation framed for the intended use of the valuation
- Expert-reviewed final valuation report
Frequently asked questions
Which assets can be valued?
Patents, trademarks and trade names, developed software and technology, copyrights, trade secrets, customer relationships, and other identifiable intangible assets.
When do I need an IP or intangible asset valuation?
Common triggers include selling or licensing an asset, contributing IP to a joint venture or subsidiary, raising financing secured by IP, tax filings involving IP transfers, financial reporting, and supporting damages analysis in disputes.
What methods are used?
The income approach, including relief-from-royalty and multi-period excess earnings, is most common for assets that generate identifiable cash flows. Market comparisons and cost approaches are used where transaction data exists or where the asset is early-stage.
How does the relief-from-royalty method work?
It values an asset as the royalties the owner avoids paying by owning it rather than licensing it, using a market-supported royalty rate applied to the revenue the asset supports, discounted to present value.
How does this relate to a purchase price allocation?
The same intangible asset methods are used inside a purchase price allocation after an acquisition. A standalone IP valuation values the asset outside a business combination, for a transaction, filing, or planning purpose.
Can early-stage IP be valued?
Yes, though with wider ranges. Where cash flows are not yet established, cost-based analysis, market comparisons, and scenario-based approaches provide supportable context for the asset’s value.
What information is needed?
A description of the asset and its protection status, the revenue or products it supports, financial statements and forecasts, and any existing or comparable licensing arrangements.
Is this tax, legal, or accounting advice?
No. The valuation report organizes company-provided information into supporting documentation and should be reviewed with qualified advisors for the intended use.