INTELLECTUAL PROPERTY · COMMERCIAL CLARITY

IP valuations for business sales.

Identify the IP questions within a proposed business or asset sale.

Define the asset. Understand the evidence. Agree the right scope.

ACA

Kishen Patel, BFP ACAICAEW Chartered Accountant

Define what changes hands

A company sale and the transfer of selected assets can involve different briefs. Establish what the buyer is considering and which rights are included. Work alongside the legal and transaction team so the financial scope is consistent with the proposed structure.

Prepare the supporting evidence

Organise rights schedules, existing licences and financial records connected to the assets. Document dependencies on people, systems or other agreements that a buyer may want to understand. The objective is a coherent information pack, not an unsupported allocation of the asking price.

Connect the wider transaction

A separate IP value should not simply be added to a business valuation without checking for overlap. Explain how each analysis is intended to be used. Broader sale preparation can be discussed through the I Need to Sell My Business service.

BEFORE WE BEGIN

Your next-step
questions.
Answered.

What will the first discussion establish?+

The asset, purpose, intended users, relevant date, information available and specialist input needed. We then confirm suitability and propose a scope where appropriate.

What should I send initially?+

A short non-confidential description is enough. Do not submit source code, unpublished inventions, contracts or sensitive financial records through the enquiry form.

MAKE YOUR NEXT DECISION A CLEARER ONE

Ready for the next step?
Let’s make it clearer.

Discuss my IP valuation ↗

A clear brief. An agreed scope. A useful next step.