Legal and technical analysis of the patent
Examination of the scope of protection, the remaining term of validity, the technical characteristics of the patent, and the market in which it may operate.
Patent Valuation
Financial valuation of patents or related royalties. Intervention in acquisition contexts, setting royalties with third parties or intra-group (transfer pricing), litigation, and within an accounting framework.
When is a patent valuation necessary?
Patent valuation involves assessing its value based on its legal protection, remaining lifespan, and ability to generate revenue.
It is required in various contexts: disposal/acquisition, PPA, setting royalties, restructuring, or in the event of damages.
METHODOLOGY
Patent valuation is based on an analysis of its legal protection and its ability to generate revenue, taking into account its lifespan and use.
Financial valuation
Application of appropriate methods, using a multi-criteria approach where possible: royalty based on market rates, excess earnings, or replacement cost approach.
Criteria for assessing the patent's value
Current or potential future use, lifespan, existence of alternative technologies and relative advantages, obsolescence, whether it constitutes a barrier to entry or a technological lock, and other factors.
Presentation of analyses
Presentation of methods, assumptions, and conclusions in a structured report, usable in negotiations, accounting documentation, or legal proceedings.
Value is assessed, where possible, using a multi-criteria approach that takes into account the revenue it can generate, the market in which it operates or could operate, its legal protection, and its lifespan.
The royalty rate can be assessed by comparing the estimated value of the patent according to dedicated methods (comparable market royalties, excess earnings method, cost approach) with the business plan for its intended use.
Yes, absolutely. We select the appropriate valuation methods depending on the context and the information available.
In the event of unauthorised use of a patent, to assess the economic value of the right and quantify the associated damages.
WHAT WE OFFER
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Integration of legal considerations
Analysis taking into account the strength of protection, the remaining term, and the conditions of use of the patent.
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A dedicated, proven valuation approach
We have developed a valuation approach using proprietary models (the SORGEM allocation matrix and a specific replacement cost approach) that have been applied on numerous engagements and fully met the objectives set.
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Credibility in litigation
Documented work that supports a position on royalties or damages quantification.
