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Valuation

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Quantifying the value of intangible assets can be essential for financial reporting, tax compliance and litigation.

Corporate earnings and risk management can be enhanced through value-based management of brands, technology and other intangible assets.

The Guidance note on the Valuation of Intellectual Property Rights requires valuations to include an assessment of the functional, legal and economic characteristics of the subject asset. Glasshouse Advisory is one of the few firms to have the breadth and depth of expertise to meet this requirement.

Quantifying and leveraging the value of intangible assets

Intellectual property and other intangible assets represent 85% of the value of NASDAQ listed companies, and more than half the value of stock markets in most developed countries . Technology, brands, customer relationships and content are pivotal to the value of all organisations - yet the value of these assets is often poorly understood.

Glasshouse Advisory provides robust and insightful valuations as a result of our integrated expertise in the economic, technical and legal characteristics of IP. This has resulted in recognition as APAC IP Valuations Firm of the Year, with an award for Excellence in IP Transactions.

Our IP Economics team specialises in the valuation of brands, contracts, copyright, databases, designs, early-stage technology, software, patents, trade marks, trade secrets – and businesses that are reliant on intangible assets. In addition to compliance purposes, our clients use our value-based advisory services for transaction planning, strategy development, and risk management.

Robust valuations for compliance & legal purposes

Formal valuation opinions are designed to withstand cross examination and comply with relevant international and local standards and guidelines.

Applications of formal valuation opinions include:

  • Purchase price allocations and impairment reviews;
  • Expert witness reports;
  • Tax planning and compliance, including transfer pricing, CGT and thin capitalisation; and
  • Insolvency.

Leveraging IP value in transactions

Glasshouse Advisory reports quantify the strength of IP assets, gauge the associated risks, and express an opinion on IP value. This enables sellers to articulate the value of their intangible assets, and helps buyers pick the winners. Our team provides valuation advice for equity raising, IP securitisation, M&A planning, IP due diligence, hostile bid defense and IP licensing.

Maximising value through effective strategy

Scenario valuations are used to explore the economic impact of alternative strategies. Further insight is provided by IP ratings and information dashboards. Our Brand Evaluation section provides information about value-based solutions for brand architecture, brand strategy evaluations, return on marketing investment and brand equity tracking

The depth and breadth of valuations can vary considerably. Initial discussions will work out the best fit for your needs and budget. Broad options are summarised below.

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IP Ratings

Assess the earnings capability and risk profile of technology and brands, without placing a dollar value on the asset.

The rating is expressed in a scale from E- (failing) to A+ (blockbuster), which is supported by a rating profile and report.

In all instances, the findings in your report will result from integrated assessment of the market landscape together with functional, legal and economic characteristics of the subject assets.

High level estimates/ indicative valuations

A cost-effective tool to guide strategic decision making, litigation or transaction planning.

Although the depth of analysis is restricted, these reports provide an informed, independent estimate of value.

In all instances, the findings in your report will result from integrated assessment of the market landscape together with functional, legal and economic characteristics of the subject assets.

Limited, Full and Scenario scope valuations

Limited scope valuations 

Provide robust findings subject to specific limitations in aspects of the analysis. Limited scope valuations comply with International Valuation Standards, the global Guidance Note of the Valuation of Intellectual Property Rights (RICS) and other applicable valuation, financial reporting and tax standards/ guidelines.

Full scope valuations 

Designed to withstand cross examination during litigation, due diligence or audit. Findings are supported by the use of more than one method of valuation and the use of cross checks.

Scenario valuations

Are particularly useful for strategic planning as they quantify the upside potential and value at risk resulting from alternative courses of action.

In all instances, the findings in your report will result from integrated assessment of the market landscape together with functional, legal and economic characteristics of the subject assets.

Contact our advisory experts to identify new opportunities for your business

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