Valuation Services

Appraisals and valuations you can trust

Opinions backed by education, reputation, experience, and expertise.

IP appraisal and valuation services are fundamental for many purposes, including financing, acquisitions or divestitures, tax, and financial reporting (including ASC 820 valuations). Providers without experience in the IP industry struggle with a lack of comparables, information gaps, and legal complexities. Effective valuation demands carefully selected inputs and an appropriate scope of work. FIN IP Group delivers accurate and reliable valuations developed by accredited professionals with real-world licensing and litigation experience.

Our Services

Valuation Services

Formal Valuation Reports (Appraisal Opinions)

FIN IP Group provides comprehensive Appraisal Reports that provide an unambiguous ‘opinion of value’. These reports are certified by credentialed valuation experts with real-world IP expertise. All deliverables are compliant with the Uniform Standards of Professional Appraisal Practice (USPAP) to ensure they are fit-for-purpose and can withstand third-party scrutiny. Inputs leverage FIN IP Group’s proprietary royalty rate and patent transaction datasets to provide the industry’s most credible and accurate conclusions.

FIN IP Group provides comprehensive Appraisal Reports that provide an unambiguous ‘opinion of value’. These reports are certified by credentialed valuation experts with real-world IP expertise. All deliverables are compliant with the Uniform Standards of Professional Appraisal Practice (USPAP) to ensure they are fit-for-purpose and can withstand third-party scrutiny. Inputs leverage FIN IP Group’s proprietary royalty rate and patent transaction datasets to provide the industry’s most credible and accurate conclusions.

Patent Transaction Database

FIN IP Group maintains a proprietary, comprehensive patent transaction database of closing prices associated with nearly 50,000 patents across dozens of technology sectors. In contrast to many other industry datasets which are based on confidential surveys or opaque methodology, FIN IP Group’s dataset leverages verifiable, public transactions that represent over $9 billion in aggregate deal value. The dataset can be fully filtered for relevancy based on numerous criteria for use in a ‘Market Approach’ valuation or as ‘comparables’ for the purchase or sale of patents. The dataset includes patent transactions dating back to 2010 and is regularly updated to reflect the most recent deals.

FIN IP Group maintains a proprietary, comprehensive patent transaction database of closing prices associated with nearly 50,000 patents across dozens of technology sectors. In contrast to many other industry datasets which are based on confidential surveys or opaque methodology, FIN IP Group’s dataset leverages verifiable, public transactions that represent over $9 billion in aggregate deal value. The dataset can be fully filtered for relevancy based on numerous criteria for use in a ‘Market Approach’ valuation or as ‘comparables’ for the purchase or sale of patents. The dataset includes patent transactions dating back to 2010 and is regularly updated to reflect the most recent deals.

Other Valuation Services and Calculations

Understanding the value of IP is crucial to making informed decisions, and not every scenario demands a full Appraisal. FIN IP Group offers bespoke support to assign value to your IP, for use cases from business cases, to management presentations, to transaction strategy. All of FIN IP Group’s valuation services are powered by its experience supporting and maximizing real-world IP monetization. Our understanding of all elements of IP ensures our analysis provides a clear and compelling picture of what IP can achieve, under any premise.

Understanding the value of IP is crucial to making informed decisions. and not every scenario demands a full Appraisal. FIN IP Group offers bespoke support to assign value to your IP, for use cases from business cases, to management presentations, to transaction strategy. All of FIN IP Group’s valuation services are powered by its experience supporting and maximizing real-world IP monetization. Our understanding of all elements of IP ensures our analysis provides a clear and compelling picture of what IP can achieve, under any premise.

Our Approach

Our team follows a streamlined, proprietary valuation process that considers every key variable to inform a reliable opinion of value. With access to extensive market research and internal tools, every insight and strategy we derive is backed by sound, high-quality data.

Credible

A value conclusion is only as strong as its methodologies and inputs. Every valuation produced by FIN IP Group is built on industry leading market research and leverages relevant datapoints from FIN IP Group’s databases of patent transaction prices and comparable royalty rates.

Accurate

Every FIN IP Group valuation is subject to rigorous review, stress testing, and verification to ensure the conclusion is reliable, defensible, and fit for purpose. Our process is designed to test key assumptions, validate inputs, and confirm that the final opinion can withstand scrutiny from third parties.

Industry-Leading

FIN IP Group continuously monitors developments in the IP market, including licensing trends, transaction activity, valuation methodologies, and emerging industry benchmarks. Combining this with our extensive education, ensures our valuations reflect present market conditions and best-practice valuation standards.

Proven Track Record

Case Studies

Fair Value (ASC 820) Patent Appraisal for Revenue Recognition

A large technology company required an appraisal of a significant patent portfolio to support revenue recognition under ASC 820. The recently purchased subject patents covered a diverse array of technologies related to video, semiconductors, and networking. FIN IP Group developed a robust appraisal report grounded in market research, patent analytics, and appropriate valuation methodologies. The analysis provided management with an objective and defensible assessment that could withstand review by auditors and other stakeholders.

Appraisal for International Tax Purposes

A large technology company spun off a portion of its IP and required an appraisal for international tax purposes. FIN IP Group developed a detailed appraisal report to determine the share of value retained by the original organization. The report was delivered under a stringent timeline and provided a defensible analysis that met the requirements of international tax authorities.

Appraisal for Arm’s-Length SEP Patent Portfolio

A reputable inventor had developed a potentially valuable patent portfolio consisting primarily of standard-essential patents and sought to transfer these assets into a separate entity. The inventor required an appraisal to help establish a suitable arm’s-length purchase price that could withstand review by discerning investors and other stakeholders. FIN IP Group developed a detailed appraisal report that provided an objective and defensible assessment of value to support the proposed transaction.

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