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BVR's Guide to Intellectual Property Valuation, Second Edition

BVR's Guide to Intellectual Property Valuation, Second Edition
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Author and leading IP expert Michael Pellegrino analyzes real-world examples of IP valuation and discusses each of the primary IP categories including patents, trademarks, copyrights and trade secrets. The new edition includes chapters on valuation approaches and guidance, due diligence, discount rate development, royalty rates and much more. The Guide is available in print, e-Book, and Kindle-friendly formats as well as an online version including bonus content, IP case law and training materials.

Table of Contents

  • CHAPTER 1: ABOUT THIS GUIDE
    • The Growing Importance of IP
    • Why Is This Guide Needed?
    • What This Guide Is Not
  • CHAPTER 2: IP VALUATION OVERVIEW
    • About Patents
    • The Advantages of Patents
    • The Disadvantages of Patents
    • About Copyrights
    • The Advantages of Copyrights
    • The Disadvantages of Copyrights
    • About Trademarks
    • The Advantages of Trademarks
    • The Disadvantages of Trademarks
    • About Trade Secrets
    • The Advantages of Trade Secrets
    • The Disadvantages of Trade Secrets
  • CHAPTER 3: ABOUT IP VALUATION
    • Applying the Science
    • Practicing the Art
    • The Science-Art Continuum
  • CHAPTER 4: USING VALUATION APPROACHES
    • The Cost Approach
    • The Market Approach
    • The Income Approach
    • The Assignment-Approach Match
    • Common Pitfalls of the Various Approaches
    • Reconciling Several Valuation Approaches
    • Valuation Method Selection Summary
  • CHAPTER 5: GENERAL DUE DILIGENCE
    • Performing Initial Interviews
    • Analyzing Historical Financials
    • Understanding the IP
    • Verifying IP Ownership
    • Commissioning Independent Counsel Review
    • Reviewing Enforcement History and Ability
    • Performing Market Analysis
    • Evaluating the Regulatory Environment
  • CHAPTER 6: PATENT DUE DILIGENCE
    • The Invention Status
    • Current Art
    • Patent Utility
    • Patent Quality
    • Patent Age
    • The Administrative House
    • Blocking Patents
    • Status of Active Administrative or Legal Actions
    • Outstanding Contractual Provisions Affecting Value
  • CHAPTER 7: COPYRIGHT DUE DILIGENCE
    • Nature of the Copyrighted Material
    • Verifying the Nature of Rights to Value
    • Administrative Issues That Can Impair Copyright Value
    • Registration
    • Factual Works
    • Fair Use Value Erosion
    • Work Made for Hire
    • Copyright Notice
    • Ease of Duplication
    • Mechanical Rights for Nondramatic Musical Works
    • Termination of Transfers
    • Public Domain
    • Visual Artists Rights Act of 1990
    • Special Considerations for Computer Software
    • Easier to Avoid Infringing Activity
    • Disclosure
    • The Rule of Doubt
    • Special Considerations for Semiconductor Designs or Masks
  • CHAPTER 8: TRADEMARK DUE DILIGENCE
    • What Is Trademark Due Diligence?
    • Maintenance Fees
    • Owner of Record
    • Pending Trademark Challenges
    • Continued Use
    • Public Notice
    • Durability
    • Incontestability
    • Interference
    • Standards of Use
    • Trademark Strength
    • Dilution
    • Counterfeit Risk
    • Market Dynamism
    • Fair Use Value Impacts
  • CHAPTER 9: TRADE SECRET DUE DILIGENCE
    • Trade Secret Value Sources
    • Trade Secret Floor Value
    • Factors That Prolong Trade Secret Value
    • Factors That Kill Trade Secrets
    • Litigation Effects
    • Inadvertent Disclosures
    • Trade Secret Agreement Terms
    • Publication as Patent or Copyright
  • CHAPTER 10: DISCOUNT RATE DEVELOPMENT
    • Accounting for IP Risk
    • Deeper Analysis of Current Methods
    • An IP Discount Rate Estimation Model
    • Target Rate of Return
    • Holding Period
    • Success Rates
    • Target Returns
    • Investment Expenses
    • What About Empirical Evidence of Support?
    • Proving the Model
    • Model Extensions
    • Back to the Roots
    • Real-World Examples
  • CHAPTER 11: DETERMINING ROYALTY RATES
    • Royalty Rate Considerations
    • Royalty Rate Magnitude
    • Common Royalty Rate Determination Methods
    • Analytical Royalty Rate Determination Process
    • Calculating the Value Proposition
    • Determining Licensor and Licensee Contributions
    • Analytical Method Attack Points
  • CHAPTER 12: CASE STUDY IN IP VALUATION
    • A Poor Example of Celebrity Valuation
    • A Credible Approach to Celebrity Valuation
  • CHAPTER 13: MANAGING AN ENGAGEMENT
    • Project Preparation
    • Initial Due Diligence
    • IP Analysis
    • Market Analysis
    • Valuation Modeling
    • Valuation Reporting
    • Project Support
  • CHAPTER 14: AUDITOR’S REVIEW GUIDE
    • Analyzing the Analyst
    • Analyzing the Due Diligence
    • Report Boilerplate
    • Economic Conditions and Nature of the Industry
    • IP Utility
    • Government Protections
    • Functional Realization
    • Demand Analysis
    • Financial History
    • Chronology
    • Royalty Rate Analysis
    • Income Approach Using Reasonable Royalty Method
    • Consideration of Cost Approach
    • Use of Market Methods for IP Valuation
    • Use of Valid and Reliable Inferential Statistics
    • Repeatability
Author/Editor: Michael Pellegrino
Publisher: Business Valuation Resources, LLC
Published: March 2012

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