Identification and mapping of know-how
Analysis of the content, strategic value, and specific characteristics of the know-how, with the support of technical experts where necessary.
Valuation of Unpatented Know-How
Financial valuation of technical, commercial, or organisational know-how. In acquisition, transfer, licensing, or damages contexts.
When is a know-how valuation necessary?
Know-how valuation involves assessing the value of unpatented technical, commercial, or organisational assets, based on their role in the business.
It is required in particular for acquisitions, transfers, licensing, or in the event of disclosure or misappropriation. It may also be required in accounting contexts.
METHODOLOGY
The valuation is based on the precise identification of the know-how and an analysis of its role in the business, in order to assess its value and conditions of use.
Analysis of the conditions of use
Review of the terms of use internally (direct exploitation) and externally (licensing or technology transfer).
Financial valuation
Application of appropriate methods, in particular replacement cost or analysis of the revenue attributable to the know-how. SORGEM has developed dedicated models for these valuations.
Presentation of analyses
Presentation of methods, assumptions, and conclusions in a structured report, usable in negotiations, accounting documentation, or legal proceedings.
Using replacement cost methods or by analysing the revenue it generates, following a precise diagnosis of its content and use.
Not always. The analysis aims to determine whether it is identifiable and can be used independently, a necessary condition for an independent valuation.
By analysing its conditions of use and its contribution to the business, in order to assess consistent financial terms. Analysis of historical and replacement costs can also provide useful insight, particularly when it takes into account a detailed analysis of the market and the know-how.
In the event of unauthorised disclosure or use, to assess the economic value of the know-how and quantify the associated damages.
WHAT WE OFFER
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Identification of hidden assets
Analysis that isolates know-how rarely recognised in the accounts and assesses its contribution.
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Analysis of the conditions of use
Consideration of internal and external usage arrangements to determine economic value.
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Credibility in disputes
Structured work that supports a valuation or the assessment of damages.
