IP Valuations

Intellectual property (IP) valuation is part science, part art. The science is in the financial formulas that IP valuation analysts use to quantify the myriad of inputs that drive value. IP valuation analysts, regardless of which school they hail from, learn the same formulas. The art is in how the IP valuation analysts apply these formulas to generate a meaningful, statistically valid, and defensible value.  The art aspect of IP valuation is nothing a school or certification, no matter the pedigree, can teach.

Many of today’s IP valuation analysts simply do not have the backgrounds necessary for understanding the technology and legal rights associated with assets. This poses a problem since IP valuation is all about the details. Understanding the technical details correctly can mean significant differences in value and thus the strategy for unlocking that value. Without the experience to ask the pertinent and relevant questions, the chance of misstating value is high. Further, IP valuation analysts that do not have technical competence do not have the proper foundation to conform to appraisal standards.

How We Are Different

At Pellegrino & Associates, we’re different. We offer a greater precision in our value opinions. We’re not generic business valuation analysts that dabble in intellectual property. Intellectual property valuation is all we do. While we have the requisite accounting, finance, and legal expertise in house to defend our work, our staff also includes engineers who have been through the product life cycle. We have run product businesses. We have received patents for our own ideas. With that experience, we bring you a perspective that a traditional valuation firm cannot match.

We have valued a variety of intellectual properties, from trademarks and patents to copyrights and trade secrets. Clients have used our valuations for a variety of purposes including tax, mergers, acquisitions, sales, litigation support, capital budgeting, and others.

IP Valuation Services

Copyright
Valuation

Noah Webster, the inspiration behind the popular Merriam-Webster Dictionary today, was the driving force behind the first U.S. copyright law passed in 1790. The Copyright Act of 1790 protected books, charts, maps, and other original materials.

IP
Valuations

Intellectual property valuation is part science, part art. The science is in the financial formulas that analysts use to quantify the myriad of inputs that drive value. Every valuation analyst, regardless of which school they hail from, learns the same formulas. The art is in how the valuation analyst applies these formulas to generate a meaningful, statistically valid, and defensible value. That is nothing a school or certification, no matter the pedigree, can teach.

Patent
Valuations

Since 1790, the United States has issued over 7.5 million patents, which means at least 7.5 million inventions have been protected. Without patents, inventors run the risk of competitors stealing their inventions and making money at their expense.

Royalty Rate
Determination

Did you know that there are approximately eight common approaches valuation analysts use to determine a royalty value? Among those approaches, only a few work appropriately as most have remarkable theoretical shortcomings – even among those with board use. We have diligently studied and analyzed each method and can determine which approach is most appropriate for a given scenario. Don’t rely on the status quo.

Software
Valuations

Software can be an extraordinarily valuable asset for many companies. It can be the cornerstone of a major insurance company’s competitive cost advantage. It can enable a major hospital system’s electronic medical records system to manage the data needs of 6,000 doctors and nurses. It can be crucial to robots that apply paint to vehicles in conveyor systems.

Trade Secret
Valuations

Did you know every time you take a bit of Kentucky Fried Chicken that you are taking a bite out of a trade secret? When you wash down that chicken with a Coca-Cola, you are drinking a trade secret. Trade secrets are everywhere. Without trade secrets, restaurant food could potentially taste the same!

Trademark
Valuations

Trademarks have been around for thousands of years. Some of the first known trademarks were used by Roman Empire blacksmiths to distinguish their superior work from others. Today companies use trademarks much the same way they were used ages ago. Pellegrino & Associates can help you determine the value of your trademark to see what distinguishes you from the competition now.

Tax
Valuations

Clients often seek our services for tax purposes. Many times, these purposes are to settle a tax dispute, often arising because parties disagree on an asset’s worth. By hiring a third party to get to the heart of an asset’s worth, clients eliminate biased opinion and can come to a fair resolution. At Pellegrino & Associates, we have worked with many clients to determine an equitable amount of tax that resulted in a fair conclusion.

Read More About Us

Both domestic and international clients from startups to Fortune 100 companies request our services for a variety of purposes. Learn more by browsing our website for all of your IP valuation, competitive intelligence, and litigation support needs. Or contact us today. We stand ready to help!

Contact Information

Pellegrino & Associates, LLC

Carmel

10333 N. Meridian St, Suite 150

Carmel, IN 46290

Office: 317-566-8199

Toll-Free: 866-822-2300

Fax: 317-569-7144

San Jose

2570 N. First St, 2nd Floor

San Jose, CA 95131

Office: 877-754-0008