Don’t forget these intangibles when performing a valuation


Charles Grigsby, of Grigsby & Castro, responding to a comment in LinkedIn, hinted at a brief but helpful checklist of the types of “non-financial” valuators look for. In addition to brand identity, customer relationships, proprietary processes, talent and vendor relationships, he suggests other intangibles and factors:

1)      favorable lease(s) and location(s);

2)      remaining useful lives of the IP;

3)      risk of the client’s infringing on others’ IP;

4)      risk of others infringing on the client’s IP; and

5)      “favorable or unfavorable international, federal, state or local laws or regulations that enable the enterprise to create value in its business niche.”

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