Define the purpose
Set the context: negotiation, internal planning, licensing or a proposed transaction.
A valuation depends on its purpose and the assumptions behind it. We assess the legal, technical and commercial information relevant to the decision.
Discuss your projectSet the context: negotiation, internal planning, licensing or a proposed transaction.
Consider the rights, remaining term, market, development stage, comparable information and available financial data.
Present the approach, assumptions and limitations so that the result can be used and questioned appropriately.
Bring the patent family, legal status, business plan, relevant financial information and the reason a valuation is needed.
Confirm the objective, deadlines and information needed.
Assess the available material and explain the options.
Set out the proposed work, responsibilities and costs.