SlideShare a Scribd company logo
1 of 20
Valuing the Intangible: Where to Start? The Full Family of Intellectual Property and Other Intangibles Sponsored by Sheppard Mullin December 22, 2009 Presented by: CONSOR ®  Intellectual Asset Management www.consor.com
Topics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why Should I Care? ,[object Object],[object Object]
Intangible Assets and Intellectual Property ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business IA and IP Intellectual Property PATENTS COPY RIGHTS TRADE MARKS TRADE SECRETS Intangible Assets Data & Knowledge Bases COPY RIGHTS Customer & Vendor Relations Proprietary Software Internet Assets
IP Valuation Tools and Methodologies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Studies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #1: Woody Allen Woody Allen Litigation – unauthorized use of name Comparable product endorsement fees Publicity rights infringement Consumer impressions Market Approach $5.0 Million Client: Context: Components: Cause: Approach: Concept of Value: Total Damages:
Case Study #1: Woody Allen (cont’d) ,[object Object],[object Object],[object Object],[object Object]
Case Study #2: adidas adidas Trademark / trade dress infringement Valuation of trademark  Establishment of trade dress component Establishment of total damages Valuation of damages to trade dress Components of value Market Approach, Relief from Royalty $304.6 Million Client: Context: Components: Approach: Concept of Value: Awarded Damages:
Case Study #2: adidas (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #3: Tower Records Tower Records Bankruptcy  Trademarks  Domain names Website / Internet platforms Databases Franchise agreements Sequestered auction Liquidation $4.5 Million Client: Context: Components: Approach: Concept of Value: Total Damages:
Case Study #3: Tower Records (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #4: The Estate of Marlon Brando The Estate of Marlon Brando Estate planning and tax issues Post-mortem rights of publicity Estate value  IRS audit Analysis of historical income Income approach $1.4 million Client: Context: Components: Cause: Approach: Concept of Value: Total Value:
Case Study #4: The Estate of Marlon Brando (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #5: Sara Lee vs. Jimmy Dean Sara Lee Contract dispute Valuation of stock distribution Valuation of dividend income Valuation of payments Valuation of retirement benefits Trademark infringement Discounted cash flows Income Approach Enterprise Valuation Client: Context: Components: Cause: Approach: Concept of Value:
Case Study #5: Sara Lee vs. Jimmy Dean (cont.) ,[object Object],Retirement benefits ,[object Object],[object Object],[object Object],Dividend income ,[object Object],Payments ,[object Object],Stock distribution ,[object Object],Category
Case Study #6: IP Securitization Global Real Estate Services Franchisor Several hundred million dollar IP-backed securitization Trademarks and brand assets Franchise services Corporate restructuring Revenue projections Royalty cash flow allocation Market approach Income approach Client: Context: Components: Cause: Approach: Concept of Value:
Case Study: IP Securitization ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Discussion of Current Cases & Questions

More Related Content

What's hot

Slide 2c intangible assets ifrs
Slide 2c intangible assets ifrsSlide 2c intangible assets ifrs
Slide 2c intangible assets ifrs
Irvan Desmal
 
Regulatory Valuations in India & Emerging Opportunities
Regulatory Valuations in India & Emerging OpportunitiesRegulatory Valuations in India & Emerging Opportunities
Regulatory Valuations in India & Emerging Opportunities
Corporate Professionals
 
Corporate Complience Management : A Risk Management
Corporate Complience Management : A Risk ManagementCorporate Complience Management : A Risk Management
Corporate Complience Management : A Risk Management
Pavan Kumar Vijay
 
Corporate Compliance Management Home to Streamlined Compliances
Corporate Compliance Management Home to Streamlined Compliances Corporate Compliance Management Home to Streamlined Compliances
Corporate Compliance Management Home to Streamlined Compliances
Pavan Kumar Vijay
 

What's hot (20)

Intangible assets ias 38
Intangible assets ias 38Intangible assets ias 38
Intangible assets ias 38
 
Business Valuation in India and Emerging Opportunities
Business Valuation in India and Emerging OpportunitiesBusiness Valuation in India and Emerging Opportunities
Business Valuation in India and Emerging Opportunities
 
Valuation Aspects in Family Settlement
Valuation Aspects in Family SettlementValuation Aspects in Family Settlement
Valuation Aspects in Family Settlement
 
Procurement Opportunities for Veteran-Owned Businesses
Procurement Opportunities for Veteran-Owned BusinessesProcurement Opportunities for Veteran-Owned Businesses
Procurement Opportunities for Veteran-Owned Businesses
 
2014-10-15 Managing Government Contracts
2014-10-15 Managing Government Contracts2014-10-15 Managing Government Contracts
2014-10-15 Managing Government Contracts
 
Valuation, Valuation Standards and Valuation Profession
Valuation, Valuation Standards and Valuation ProfessionValuation, Valuation Standards and Valuation Profession
Valuation, Valuation Standards and Valuation Profession
 
Investor Relations
Investor RelationsInvestor Relations
Investor Relations
 
Slide 2c intangible assets ifrs
Slide 2c intangible assets ifrsSlide 2c intangible assets ifrs
Slide 2c intangible assets ifrs
 
Regulatory Valuations in India & Emerging Opportunities
Regulatory Valuations in India & Emerging OpportunitiesRegulatory Valuations in India & Emerging Opportunities
Regulatory Valuations in India & Emerging Opportunities
 
Corporate Complience Management : A Risk Management
Corporate Complience Management : A Risk ManagementCorporate Complience Management : A Risk Management
Corporate Complience Management : A Risk Management
 
ESOPs LEGAL & PROCEDURAL ASPECTS
ESOPs LEGAL & PROCEDURAL ASPECTSESOPs LEGAL & PROCEDURAL ASPECTS
ESOPs LEGAL & PROCEDURAL ASPECTS
 
Ind AS 103/ IFRS 3
Ind AS 103/ IFRS 3Ind AS 103/ IFRS 3
Ind AS 103/ IFRS 3
 
Government Contracting: The Basics
Government Contracting: The BasicsGovernment Contracting: The Basics
Government Contracting: The Basics
 
Kaiser corp tax update - 2013
Kaiser   corp tax update - 2013Kaiser   corp tax update - 2013
Kaiser corp tax update - 2013
 
Investing in Dutch NPL
Investing in Dutch NPLInvesting in Dutch NPL
Investing in Dutch NPL
 
Regulatory Focus - Issue 107
Regulatory Focus - Issue 107Regulatory Focus - Issue 107
Regulatory Focus - Issue 107
 
Direct Public Offerings Q & A
Direct Public Offerings Q & ADirect Public Offerings Q & A
Direct Public Offerings Q & A
 
Corporate Compliance Management Home to Streamlined Compliances
Corporate Compliance Management Home to Streamlined Compliances Corporate Compliance Management Home to Streamlined Compliances
Corporate Compliance Management Home to Streamlined Compliances
 
The Diamond Datascram Diaries: Diamond Datascram Dominance
The Diamond Datascram Diaries: Diamond Datascram DominanceThe Diamond Datascram Diaries: Diamond Datascram Dominance
The Diamond Datascram Diaries: Diamond Datascram Dominance
 
Corporate Governance
Corporate GovernanceCorporate Governance
Corporate Governance
 

Similar to Valuing the Intangible: Where to Start?: The Full Family of Intellectual Property and Other Intangibles

IP Valuation CLE September 2011
IP Valuation CLE September 2011IP Valuation CLE September 2011
IP Valuation CLE September 2011
Consor
 
12-‹#›1Describe the characteristics, valuation, and amo.docx
12-‹#›1Describe the characteristics, valuation, and amo.docx12-‹#›1Describe the characteristics, valuation, and amo.docx
12-‹#›1Describe the characteristics, valuation, and amo.docx
drennanmicah
 
What is your Intellectual Property Worth? Methods for Determining Value
What is your Intellectual Property Worth? Methods for Determining ValueWhat is your Intellectual Property Worth? Methods for Determining Value
What is your Intellectual Property Worth? Methods for Determining Value
CONSOR Intellectual Asset Management
 
Brand Valuation - Buying and Selling
Brand Valuation - Buying and Selling Brand Valuation - Buying and Selling
Brand Valuation - Buying and Selling
Metis Partners
 
Trade Secret Lien
Trade Secret LienTrade Secret Lien
Trade Secret Lien
FNian
 

Similar to Valuing the Intangible: Where to Start?: The Full Family of Intellectual Property and Other Intangibles (20)

Case Studies in Identifying and Marketing IP
Case Studies in Identifying and Marketing IPCase Studies in Identifying and Marketing IP
Case Studies in Identifying and Marketing IP
 
Key Issues in IP Due Diligence, Auction, Sale, and Monetization
Key Issues in IP Due Diligence, Auction, Sale, and MonetizationKey Issues in IP Due Diligence, Auction, Sale, and Monetization
Key Issues in IP Due Diligence, Auction, Sale, and Monetization
 
Sale and Disposition of Troubled Assets in Bankruptcy
Sale and Disposition of Troubled Assets in BankruptcySale and Disposition of Troubled Assets in Bankruptcy
Sale and Disposition of Troubled Assets in Bankruptcy
 
Brand Values and Valuation in Current Economic Downturn
Brand Values and Valuation in Current Economic DownturnBrand Values and Valuation in Current Economic Downturn
Brand Values and Valuation in Current Economic Downturn
 
IP Valuation CLE September 2011
IP Valuation CLE September 2011IP Valuation CLE September 2011
IP Valuation CLE September 2011
 
IP Valuation
IP ValuationIP Valuation
IP Valuation
 
Protecting Trade Secrets in the Current Economy
Protecting Trade Secrets in the Current EconomyProtecting Trade Secrets in the Current Economy
Protecting Trade Secrets in the Current Economy
 
IP Valuation
IP ValuationIP Valuation
IP Valuation
 
Intellectual Property Rights for Business
Intellectual Property Rights for Business Intellectual Property Rights for Business
Intellectual Property Rights for Business
 
Protecting Trade Secrets in the Current Economy
Protecting Trade Secrets in the Current EconomyProtecting Trade Secrets in the Current Economy
Protecting Trade Secrets in the Current Economy
 
You Need Defensive Patents but You Don't Have Any. Now What? A Case Study
You Need Defensive Patents but You Don't Have Any. Now What? A Case StudyYou Need Defensive Patents but You Don't Have Any. Now What? A Case Study
You Need Defensive Patents but You Don't Have Any. Now What? A Case Study
 
12-‹#›1Describe the characteristics, valuation, and amo.docx
12-‹#›1Describe the characteristics, valuation, and amo.docx12-‹#›1Describe the characteristics, valuation, and amo.docx
12-‹#›1Describe the characteristics, valuation, and amo.docx
 
SMEs and patents presentation
SMEs and patents presentationSMEs and patents presentation
SMEs and patents presentation
 
A Strategic Approach to Identifying and Managing Valuable Intellectual Proper...
A Strategic Approach to Identifying and Managing Valuable Intellectual Proper...A Strategic Approach to Identifying and Managing Valuable Intellectual Proper...
A Strategic Approach to Identifying and Managing Valuable Intellectual Proper...
 
Valuation Insights - Q4 2016
Valuation Insights - Q4 2016Valuation Insights - Q4 2016
Valuation Insights - Q4 2016
 
What is your Intellectual Property Worth? Methods for Determining Value
What is your Intellectual Property Worth? Methods for Determining ValueWhat is your Intellectual Property Worth? Methods for Determining Value
What is your Intellectual Property Worth? Methods for Determining Value
 
Buying & Selling IP (Series: Intellectual Property 201 - 2020)
Buying & Selling IP (Series: Intellectual Property 201 - 2020)  Buying & Selling IP (Series: Intellectual Property 201 - 2020)
Buying & Selling IP (Series: Intellectual Property 201 - 2020)
 
Brand Valuation - Buying and Selling
Brand Valuation - Buying and Selling Brand Valuation - Buying and Selling
Brand Valuation - Buying and Selling
 
Trade Secret Lien
Trade Secret LienTrade Secret Lien
Trade Secret Lien
 
Digital Healthcare - U.S. IP strategy
Digital Healthcare - U.S. IP strategyDigital Healthcare - U.S. IP strategy
Digital Healthcare - U.S. IP strategy
 

More from CONSOR Intellectual Asset Management

More from CONSOR Intellectual Asset Management (6)

Continuing Turmoil and Crisis In Subprime Mortgages: Challenges And Opportuni...
Continuing Turmoil and Crisis In Subprime Mortgages: Challenges And Opportuni...Continuing Turmoil and Crisis In Subprime Mortgages: Challenges And Opportuni...
Continuing Turmoil and Crisis In Subprime Mortgages: Challenges And Opportuni...
 
Corporate Brand Royalty Rates and Deals
Corporate Brand Royalty Rates and DealsCorporate Brand Royalty Rates and Deals
Corporate Brand Royalty Rates and Deals
 
Monetary Remedies in Trademark Cases
Monetary Remedies in Trademark CasesMonetary Remedies in Trademark Cases
Monetary Remedies in Trademark Cases
 
Valuation, Damages and Expert Witnesses: Intellectual Property and Intangible...
Valuation, Damages and Expert Witnesses: Intellectual Property and Intangible...Valuation, Damages and Expert Witnesses: Intellectual Property and Intangible...
Valuation, Damages and Expert Witnesses: Intellectual Property and Intangible...
 
Setting the Standards: Advances and Challenges in IP Valuation
Setting the Standards: Advances and Challenges in IP ValuationSetting the Standards: Advances and Challenges in IP Valuation
Setting the Standards: Advances and Challenges in IP Valuation
 
CONTINUING TURMOIL AND CRISIS IN SUBPRIME MORTGAGES – CHALLENGES AND OPPORTUN...
CONTINUING TURMOIL AND CRISIS IN SUBPRIME MORTGAGES – CHALLENGES AND OPPORTUN...CONTINUING TURMOIL AND CRISIS IN SUBPRIME MORTGAGES – CHALLENGES AND OPPORTUN...
CONTINUING TURMOIL AND CRISIS IN SUBPRIME MORTGAGES – CHALLENGES AND OPPORTUN...
 

Recently uploaded

Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service BangaloreCall Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
amitlee9823
 
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
dollysharma2066
 
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
amitlee9823
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
lizamodels9
 

Recently uploaded (20)

Forklift Operations: Safety through Cartoons
Forklift Operations: Safety through CartoonsForklift Operations: Safety through Cartoons
Forklift Operations: Safety through Cartoons
 
Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...
 
It will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 MayIt will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 May
 
Pharma Works Profile of Karan Communications
Pharma Works Profile of Karan CommunicationsPharma Works Profile of Karan Communications
Pharma Works Profile of Karan Communications
 
Monte Carlo simulation : Simulation using MCSM
Monte Carlo simulation : Simulation using MCSMMonte Carlo simulation : Simulation using MCSM
Monte Carlo simulation : Simulation using MCSM
 
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyThe Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
 
M.C Lodges -- Guest House in Jhang.
M.C Lodges --  Guest House in Jhang.M.C Lodges --  Guest House in Jhang.
M.C Lodges -- Guest House in Jhang.
 
7.pdf This presentation captures many uses and the significance of the number...
7.pdf This presentation captures many uses and the significance of the number...7.pdf This presentation captures many uses and the significance of the number...
7.pdf This presentation captures many uses and the significance of the number...
 
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service BangaloreCall Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
 
Value Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsValue Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and pains
 
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with Culture
 
Monthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptxMonthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptx
 
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Service
 
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
 
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023
 
Dr. Admir Softic_ presentation_Green Club_ENG.pdf
Dr. Admir Softic_ presentation_Green Club_ENG.pdfDr. Admir Softic_ presentation_Green Club_ENG.pdf
Dr. Admir Softic_ presentation_Green Club_ENG.pdf
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
 

Valuing the Intangible: Where to Start?: The Full Family of Intellectual Property and Other Intangibles

  • 1. Valuing the Intangible: Where to Start? The Full Family of Intellectual Property and Other Intangibles Sponsored by Sheppard Mullin December 22, 2009 Presented by: CONSOR ® Intellectual Asset Management www.consor.com
  • 2.
  • 3.
  • 4.
  • 5. Business IA and IP Intellectual Property PATENTS COPY RIGHTS TRADE MARKS TRADE SECRETS Intangible Assets Data & Knowledge Bases COPY RIGHTS Customer & Vendor Relations Proprietary Software Internet Assets
  • 6.
  • 7.
  • 8. Case Study #1: Woody Allen Woody Allen Litigation – unauthorized use of name Comparable product endorsement fees Publicity rights infringement Consumer impressions Market Approach $5.0 Million Client: Context: Components: Cause: Approach: Concept of Value: Total Damages:
  • 9.
  • 10. Case Study #2: adidas adidas Trademark / trade dress infringement Valuation of trademark Establishment of trade dress component Establishment of total damages Valuation of damages to trade dress Components of value Market Approach, Relief from Royalty $304.6 Million Client: Context: Components: Approach: Concept of Value: Awarded Damages:
  • 11.
  • 12. Case Study #3: Tower Records Tower Records Bankruptcy Trademarks Domain names Website / Internet platforms Databases Franchise agreements Sequestered auction Liquidation $4.5 Million Client: Context: Components: Approach: Concept of Value: Total Damages:
  • 13.
  • 14. Case Study #4: The Estate of Marlon Brando The Estate of Marlon Brando Estate planning and tax issues Post-mortem rights of publicity Estate value IRS audit Analysis of historical income Income approach $1.4 million Client: Context: Components: Cause: Approach: Concept of Value: Total Value:
  • 15.
  • 16. Case Study #5: Sara Lee vs. Jimmy Dean Sara Lee Contract dispute Valuation of stock distribution Valuation of dividend income Valuation of payments Valuation of retirement benefits Trademark infringement Discounted cash flows Income Approach Enterprise Valuation Client: Context: Components: Cause: Approach: Concept of Value:
  • 17.
  • 18. Case Study #6: IP Securitization Global Real Estate Services Franchisor Several hundred million dollar IP-backed securitization Trademarks and brand assets Franchise services Corporate restructuring Revenue projections Royalty cash flow allocation Market approach Income approach Client: Context: Components: Cause: Approach: Concept of Value:
  • 19.
  • 20. Discussion of Current Cases & Questions