INTELLECTUAL PROPERTY · COMMERCIAL CLARITY

Software IP valuations.

Frame the financial value question around a defined software asset and its commercial use.

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

ACA

Kishen Patel, BFP ACAICAEW Chartered Accountant

Identify the software asset

Start with the product, version and components included in the brief. Explain whether the enquiry concerns source code, a commercial product, contractual rights or a wider business. Record third-party components and licences for appropriate specialist review rather than assuming every part is owned outright.

Connect the records

Prepare available development records, product revenue, support costs, customer agreements and the roadmap. Separate existing functionality from planned features. An initial information review can identify which figures relate to the software and which belong to broader services or operations.

Model the question you are asking

A sale, licence negotiation and internal investment decision can require different analysis. We discuss the financial scope and any technical or legal expertise needed before accepting the work. A development budget alone is not a concluded valuation.

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 Do not submit source code, unpublished inventions, contracts or sensitive financial records through the enquiry form.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