Intellectual Property Valuation Training
Intellectual property is one of the most important assets in modern business, and its strategic management can significantly enhance a company’s competitiveness and profitability. But how can this asset be assessed and used optimally? The Intellectual Property Valuation Training, led by internationally recognized expert Andre Gorius, provides the answer to this question.
The goal of the training is to offer an in-depth understanding of intellectual property as an asset and to teach participants how to apply various valuation methods and economic concepts necessary for assessing the financial impact of technology. Additionally, participants will be introduced to IP audits, which are crucial in business transactions and company mergers.
During the training, participants will gain the knowledge and skills to:
- Understand the concept of intellectual property as a strategic asset.
- Identify and evaluate the impact of technology on a company’s profitability and competitiveness.
- Apply different valuation methods for intangible assets, including cost-based, market-based, and discounted cash flow methods.
- Conduct intellectual property audits, which help minimize risks and maximize the value of IP within the company.
Requirements for participants: To participate in the training, intermediate or advanced knowledge of intellectual property, financial analysis, and Excel is required.
The training will take place from October 8 to 10, 2024, in Tallinn, Mektory (Raja 15). Training days will start at 9:00 AM and end at 5:15 PM. Up to three participants from one company can attend.
Register for the training and gain the necessary knowledge and skills to elevate your company to a new level in the strategic management and valuation of intellectual property.
Registration for the training is open until September 30, 2024!
Training Content
The training focuses on the valuation and strategic use of intellectual property (IP) in a business environment. Over the course of three days, participants will acquire comprehensive knowledge and practical skills for defining, valuing, and auditing IP assets.
Training Content:
Part 1: The Adoption of Technology in Business and Intellectual Property (IP) as an Asset
- Defining IP as a strategic asset
- Consolidating and securing IP assets
- Understanding technology as a collection of knowledge and innovation
- The role of technology in value creation and innovation (profitability, opportunity cost, return on investment – ROI)
- Identifying competitive advantages through technology (e.g., product differentiation, operational efficiency)
- Examples of companies and effective use of IP
Part 2: Technology Cost and Benefit Analysis – Methods for Valuing Intangible Assets
- Methodology for assessing the costs and benefits of adopting new technologies
- Introduction to key valuation methods (cost-based, market-based, discounted cash flow, royalty rates, etc.) and growth models, with practical exercises
- Applying the appropriate valuation method for different types of IP
Part 3: Introduction to Intellectual Property Auditing and Due Diligence
- Definitions and key concepts
- The role of IP audits in managing intellectual property assets
- The role of IP audits in mergers and investments
- Overview of different stages of an IP audit
- Introduction to methods and tools
- Using audit recommendations to reduce risks or maximize the value of IP
Part 4: IP Audit Reporting Stages – Practical Exercises
Agenda
Day 1: Financial Fundamentals and Key IP Concepts
October 8, 2024, 09:00-17:30
- Introduction to financial management (P&L, balance sheet)
- Cash flow and present value analysis
- Defining and valuing intangible assets
Day 2: Valuation Methods and Strategic Decisions
October 9, 2024, 09:00-17:15
- Principles of intellectual property valuation
- Qualitative and quantitative valuation
- Considering risks and the market value approach
Day 3: Advanced Valuation Techniques and Practical Exercises
October 10, 2024, 09:00-16:00
- Monte Carlo simulations and other advanced methods
- Case studies and group work
- Drafting license agreements and final summary
Instructor
André Gorius graduated from Ecole Normale Supérieure (Paris). After having obtained two PhDs and the Habilitation
(Physics, Chemical Engineering), he occupied executive positions such as R&D Director and Industrial Director in France,
USA and Italy, for more than 20 years.
From 2006 to 2019, he was Licensing Director, and Intellectual Assets Valorization Director, in charge of all IP valuations
concerning M&A, Acquisition, Sale and Licensing of IP assets, Tax and Transfer Pricing, and as a support to litigations for the Solvay Group. He is now an independent consultant in these fields, including IP & Finance.
Dr Gorius chaired the worldwide LESI IP Valuation Committee (2017-2022). He teaches IP Valuation to professionals on
an international basis. He is a founding member and Board member of AMAVI (Association for Management and Valuation of Intangibles), presently chairs the LESI IP & Finance Task Force and acts as International IP Valuation Expert for WIPO.
Intellectual Property Valuation Training
The training focuses on the valuation and strategic use of intellectual property (IP) in a business environment. Over the course of three days, participants will acquire comprehensive knowledge and practical skills for defining, valuing, and auditing IP assets.
Training Content:
Part 1: The Adoption of Technology in Business and Intellectual Property (IP) as an Asset
- Defining IP as a strategic asset
- Consolidating and securing IP assets
- Understanding technology as a collection of knowledge and innovation
- The role of technology in value creation and innovation (profitability, opportunity cost, return on investment – ROI)
- Identifying competitive advantages through technology (e.g., product differentiation, operational efficiency)
- Examples of companies and effective use of IP
Part 2: Technology Cost and Benefit Analysis – Methods for Valuing Intangible Assets
- Methodology for assessing the costs and benefits of adopting new technologies
- Introduction to key valuation methods (cost-based, market-based, discounted cash flow, royalty rates, etc.) and growth models, with practical exercises
- Applying the appropriate valuation method for different types of IP
Part 3: Introduction to Intellectual Property Auditing and Due Diligence
- Definitions and key concepts
- The role of IP audits in managing intellectual property assets
- The role of IP audits in mergers and investments
- Overview of different stages of an IP audit
- Introduction to methods and tools
- Using audit recommendations to reduce risks or maximize the value of IP
Part 4: IP Audit Reporting Stages – Practical Exercises
Day 1: Financial Fundamentals and Key IP Concepts
October 8, 2024, 09:00-17:30
- Introduction to financial management (P&L, balance sheet)
- Cash flow and present value analysis
- Defining and valuing intangible assets
Day 2: Valuation Methods and Strategic Decisions
October 9, 2024, 09:00-17:15
- Principles of intellectual property valuation
- Qualitative and quantitative valuation
- Considering risks and the market value approach
Day 3: Advanced Valuation Techniques and Practical Exercises
October 10, 2024, 09:00-16:00
- Monte Carlo simulations and other advanced methods
- Case studies and group work
- Drafting license agreements and final summary
André Gorius graduated from Ecole Normale Supérieure (Paris). After having obtained two PhDs and the Habilitation
(Physics, Chemical Engineering), he occupied executive positions such as R&D Director and Industrial Director in France,
USA and Italy, for more than 20 years.
From 2006 to 2019, he was Licensing Director, and Intellectual Assets Valorization Director, in charge of all IP valuations
concerning M&A, Acquisition, Sale and Licensing of IP assets, Tax and Transfer Pricing, and as a support to litigations for the Solvay Group. He is now an independent consultant in these fields, including IP & Finance.
Dr Gorius chaired the worldwide LESI IP Valuation Committee (2017-2022). He teaches IP Valuation to professionals on
an international basis. He is a founding member and Board member of AMAVI (Association for Management and Valuation of Intangibles), presently chairs the LESI IP & Finance Task Force and acts as International IP Valuation Expert for WIPO.