IP Valuation Resource Center

Business Valuation Resources recognizes the increasing importance of accurate and defensible intangible property and intellectual property valuations not only to fulfill compliance requirements (Fair Value accounting, Transfer Pricing, etc.), but also to sustain business growth strategies worldwide. The need for a prospective look at an emerging technology can easily be distinguished from the need for a valuation of a business, but the disciplines required and methodologies utilized to perform the former require special tools.  All concerned parties can continue to count on BVR for authoritative market data, continuing professional education, and expert opinion, here as it relates specifically to valuation of intangible property.

Data Tools

ktMINE: A Database of Royalty Rate Comparables

ktMINE is an interactive intellectual property database that provides direct access to royalty rates, actual license agreements and detailed agreement summaries. With precise search functionality and robust data mining capabilities, ktMINE lets you quickly find and analyze market comparables from a goldmine of IP license agreements and documents.

Learn More & Preview a Sample Report


BVR/ktMINE Royalty Rate Benchmarking Guide, 2015/2016 Global Edition

The BVR/ktMINE Royalty Rate Benchmarking Guide2015/2016 Global Edition was developed to help provide analysts clarity in this new valuation frontier. The 25+ industries examined within this guide help provide better transparency from licensing transactions in a global marketplace that is often murky. With data analyzed and presented from the ktMINE database, you can now have a comprehensive report on global licensing royalty rates and an analysis of value within specific industries, which will help you benchmark IP transactions over a 10-year time period. Order Book Today: $299

Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations, Second Edition

Now in its second edition, Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations delivers a compilation of reported, vetted and carefully analyzed data, particularly focused on useful lives of intangible assets as reflected in over 6,000 purchase price allocations. Analysts can use the data in this study to benchmark what intangibles are being discovered, categorized and valued in specific industries, as well as to provide remaining useful life guidance, noncompete agreement benchmarks, and industry benchmarks. Investors will see benchmark data they have never before seen to target companies’ intangible property strength, amortization strategies, and composition of goodwill. Order Book Today: $199

Fair Value Measurements: Practical Guidance and Implementation, Second Edition

Now in a second edition, Fair Value Measurement: Practical Guidance and Implementation helps you succeed in understanding the fair value accounting rules that entities must follow. The result is a resource that you can rely on to understand the importance of valuation and the concepts that define it. In basic, nontechnical language, author Mark Zyla presents practical direction for best practices of financial valuation as well as for understanding the many FASB pronouncements involving fair value. An essential guide for auditors and valuation specialists, Fair Value Measurement: Practical Guidance and Implementation, Second Edition brings you up to speed on what fair value really means.

Order Book Today: $110

BVR's Guide to Intellectual Property Valuation, Second Edition

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.

Order Book Today: $199

Intellectual Property Strategies for the 21st Century Corporation: A Shift in Strategic and Financial Management

A practical approach to the modern management of intellectual property.The world has changed significantly in the past decade, resulting in new behavior and practice related to the ownership and management of intellectual property. Intellectual Property Strategies for the 21st Century Corporation, authored by Lanning Bryer, Scott Lebson, and Matthew Asbell, helps executives, attorneys, accountants, managers, owners, and others understand the legal, technological, economic, and cultural changes that have affected IP ownership and management. It provides case studies, practical examples and advice from seasoned and enduring professionals who have adopted new and streamlined methods and practices whether as in-house or outside counsel or service providers.

Order Book Today: $125

Intellectual Property Valuation Case Law Compendium, Second Edition

Intellectual property litigation has received remarkable attention lately. Headlines and the notion of billion-dollar damage awards have captured the imagination of patent owners and potential defendants alike. BVR's Intellectual Property Valuation Case Law Compendium, 2nd Edition contains over 170 case digests and online access to the full text opinions that deal with disputes over the value of intellectual property. Use this compendium to take the guesswork out of understanding what it takes for an effective expert/attorney team to win a case in intellectual property valuation.

Order Book Today: $299

Calculating Lost Profits in IP and Patent Infringement Cases

This Guide, edited by Nancy Fannon, brings together the comprehensive body of knowledge on lost profits damages and delivers a definitive resource for IP professionals, tech transfer executives, financial experts, and attorneys. Fannon and other leading experts present thorough analyses of current case law and valuation methodology that form the basis of damage awards in IP and patent infringement cases.

Order Book for $329.00

Licensing Trade Secrets: Overview and Sample Agreements

Trade secrets are a consideration in every technology license. It has been estimated that the addition of trade secrets to a patent license in technology can increase the value of the license up to three to ten times. This Guide provides an overview of what constitutes a trade secret and how they affect value. The overview is followed by examples of several different kinds of real agreements that license trade secrets in one way or another. By reviewing the actual agreements, readers will learn how companies characterize and monetize their trade secrets.

Order Book for $299

Royalty Rates in Biotech

Royalty Rates in Copyright Agreements: A BVR Guide to Full-Text Licensing Agreements

Up until now, very little has been assembled to assist in the valuation of an organization’s copyright assets. Royalty Rates in Copyright Agreements illustrates how others have realized value from their copyrights through licensing. By looking at the licenses others have negotiated, readers can gain empirical insight into relative values of these intellectual properties. The full text licenses contained in this Guide contain non-redacted variable or “running” royalty rates. Each agreement is first summarized and then provided in full text. This one-of-a-kind guide features 800+ pages of agreements and summaries, including agreements for music, movies, character/personas, scientific/technological information and more.

Order Book for $595

Royalty Rates in Biotech

Royalty Rates in Biotech: BVR's Guide to Full-Text Licensing Agreements

Intellectual property valuations occur in the biotech industry for a number of reasons, including licensing, transfer pricing, mergers and acquitions, collateral and litigation. To assist in constructing these agreements, BVR published this Guide which contains 500+ pages of full text copies of actual licensing agreements in the biotech industry. These hard-to-find agreements provide valuable guidance in setting royalty rates and addressing complex issues in a license agreement.

Order Book for $595

Royalty Rates for Technology, 6th Edition

Royalty Rates for Technology, 6th Edition contains more information on pricing of licensed technology than in any other publication – and 21% more than the previous edition. This unique reference reports all available compensation terms from actual completed license agreements. Throughout its 585 pages you’ll find all the details on technology royalty rates, license fees, and milestone payments — and information about infringement damage awards and settlements.

Order Book for $1250 (delivered as PDF via email)

Royalty Rates for Trademarks & Copyrights - 5th Edition

Trademark and copyright royalty rate information is at the heart of this important book. With an introduction from the experts at Navigant Consulting, Inc., who present critical statistics and industry trends, this book explains how to implement financial models for the derivation of royalty rates. The newly released 5th Edition is a must-have reference providing royalty rate information for trademarks and copyrights based on over 320 real-world transactions.

Order book for $600 (delivered as PDF via email)

Royalty Rates for IP Rates for Pharmaceuticals & Biotechnology, 8th Edition

Royalty Rates for Pharmaceuticals & Biotechnologyfeatures more real-deal royalty rates, license fees, and milestone payment benchmarks than any other publication. This new edition contains hundreds of royalty rates and other financial compensation benchmarks that can be used to optimize the pricing of biotechnology and pharmaceutical innovations. You’ll find updated and expanded information from past editions as well as an increased number of reported license agreements with transaction details that have been collected from well-established sources over a period of 20 years of research.

Order book for $1750 (delivered as PDF via email)

Training Programs

Attend upcoming cost of intellectual property-related webinars as part of BVR's ongoing training calendar. Webinar attendees receive all presentation materials, related ancillary reading materials, and a chance to interact with the presenter. CPE credits are also available.

Training Programs

Training Packs

Archives of all past intellectual property-related webinars are available for purchase via BVR's Training Packs. Each Training Pack includes the recording, transcript, and all reading and presentation materials from the program.

Click here to view all Intellectual Property Training Packs

Cover Image Date Aired Title & Information
April 21, 2016

Valuing Intangibles: From Search to Valuation (Free Webinar)

Featuring: David Jarczyk and Fernando Torres
Run Time: 1h 7m 37s

December 10, 2015

Valuing Brand Names

Featuring: Chris Mellen and PJ Patel
Run Time: 1h 43m 33s

October 22, 2015

Case Studies in Purchase Price Allocations

Featuring: Nathan DiNatale
Run Time: 1h 53m 29s

August 28, 2015

Valuation of Customer-Related Intangible Assets

Featuring: Robert Reilly and John Elmore
Run Time: 1h 39m 9s

July 28, 2015

Current Trends in Trade Secret Value and Damages

Featuring: Craig Jacobson and Barry Werbin
Run Time: 1h 44m 26s

July 7, 2015

Hot Topics in Patent Royalty Damages

Featuring: Richard Bero and David Hanson
Run Time: 1h 54m 14s

June 25, 2015

Using Alternative Valuation Approaches in Intellectual Property

Featuring: Weston Anson and Jeff Anderson
Run Time: 1h 40m 24s

May 28, 2015

Divorce and IP: Are Patent Rights, Copyrights, and Trademarks Still Tied Up After the Knot Gets Untied?

Featuring: Neil Beaton and Thomas Wolfrum
Run Time: 1h 43m 21s

April 7, 2015

Intangible Asset Valuation for Property Tax Compliance and Appeal Purposes

Featuring: Robert Reilly
Run Time: 1h 53m 48s

March 4, 2014

Challenges in Measuring the Fair Value of Intangible Assets

Featuring: Robert Reilly
Run Time: 1h 55m 30s

Click here to view all Intellectual Property Training Packs

Free Resources

Intellectual Property & the U.S. Economy: Industries in Focus

The U.S. Economics and Statistics Administration and the U.S. Patent and Trademark Office released this report detailing how intellectual property affects industry in the United Sates. The report identifies which industries are the most IP intensive and identifies trends, geographic spreads, IP-related employment, etc. (Prepared by Economic and Statistics Administration and United States Patent & Trademark Office, March 2012)

Transfer Pricing Regulations
The most important IRS regulations governing transfer pricing are found at 26 CFR 1.482. On August 1, 2006, the IRS issued final and proposed regulations amending this section with respect to Allocation of Income and Deductions from Intangibles.
The 2011 World Intellectual Property Report
Issued by the World Intellectual Property Organization
Uniloc U.S.A. v. Microsoft Corp. Full Text Court Case
For an in-depth analysis of this case download the full text of Uniloc U.S.A. v. Microsoft Corp.
Intellectual Asset Management for Universities (Published by the Intellectual Property Office of the UK)
This is a guide to IP strategy (that IP created by students and university staff) for decision makers in the university environment. Its target market is senior management in higher education in the UK, though the utility of the research will benefit university Technology Transfer Officers in the U.S. and elsewhere. Laws and regulations that only affect universities in the U.S. are not addressed. The guide focuses on university policies and aligning those policies with the appropriate business model.
The Evolving IP Marketplace - Aligning Patent Notice and Remedies with Competition
What is the FTC's perceived role in the exploding area of IP exploitation? This Guide of over 300 pages, published in March of 2011 by the U.S. Federal Trade Commission, details the FTC position that both the Patent System and Competition serve innovation, and innovation is a critical element for long-term, sustainable growth. The Guide champions competition as an equal partner, and expresses the oft heard concern, "Invalid or overbroad patents disrupt that balance by discouraging follow-on innovation, preventing competition, and raising prices through unnecessary licensing and litigation."
Digital Opportunity - A Review of Intellectual Property and Growth
In October of 2010, Ian Hargreaves, a global thought leader in intellectual property matters, was appointed Chair of Digital Economy, based jointly in Cardiff School of Journalism, Media and Cultural Studies and Cardiff Business School. The following month, English Prime Minister Cameron commissioned Hargreaves to perform a review of the legal framework underlying intellectual property in the UK, fearing a risk that the current intellectual property framework might not be sufficiently well designed to promote innovation and growth in the UK economy. What has become known as the "Hargreaves Report" was published in May 2011. The detailed report answers the Prime Minister's question "...yes, we have found that the UK's intellectual property framework, especially with regard to copyright, is falling behind what is needed", and supplies alternative remedial strategies.
Plan, Protect and Prosper - How Manufacturers Leverage IP to Create Value and Safeguard Their Futures
DMH Stallard, a law firm with offices in London and Gatwick, has commissioned a timely report (May 2011) on the "challenges faced by manufacturers over protecting data and intellectual property in the age of globalization," with an aim to develop recipes for leveraging IP to create long-term value. The Report results from in depth interviews of key executives from different parts of the manufacturing sector in the UK.

For more information, please email or call (503) 291-7963 ext. 2

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