INTELLECTUAL PROPERTY · COMMERCIAL CLARITY

Patent and technology valuations.

Bring the technology, rights and commercialisation plan into a clear valuation brief.

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

ACA

Kishen Patel, BFP ACAICAEW Chartered Accountant

Describe what is being assessed

List the relevant technology and the rights you believe are involved. Include available registration details, territories and supporting agreements for specialist review. A financial enquiry does not establish validity, enforceability or freedom to operate.

Explain the route to revenue

Describe the proposed products, customers, licensing arrangements and stages still to be completed. Keep current trading evidence separate from projections. If the technology is early stage, identify the assumptions and milestones on which the commercial plan depends.

Scope the right team

Some assignments need patent, technical or sector expertise alongside financial analysis. We identify those requirements when considering the brief. Any agreed report should make clear what has been assessed, what evidence was relied upon and what sits outside the engagement.

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 Do not submit source code, unpublished inventions, contracts or sensitive financial records through the enquiry form.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.