Valuation of intellectual and legal property for technology transfer

• Defining methods for valuing intangible assets,
• Sharing knowledge about key data related to valuation,
• Highlighting practical aspects of developing financial forecasts (business plans) for valuation purposes,
• Detailed discussion of income-based valuation,
• Discussion of the essence of discounting in the income-based method,
• Analysis of the IP structure.

This training is designed for technology brokers, including staff at technology transfer centers and special-purpose entities that support the commercialization of university research and development outcomes, as well as for individuals involved in entrepreneurship in the broadest sense who are engaged in knowledge and technology transfer.

During the training, participants will gain knowledge about valuation methods, the rationale (and timing) for conducting valuations in the technology transfer process, the preparation of data necessary for conducting a valuation, as well as the actual calculation/estimation of the value of intangible assets (valuation) using the income approach. The training will enable individuals involved in the commercialization of knowledge and technology, such as technology brokers, to acquire the skills to read and utilize valuations, as well as to perform them independently. The training will provide the knowledge necessary to select a valuation method for a given, defined commercialization process.

The training aims to present the methodology for valuing intellectual property (IP) as part of the technology transfer (commercialization) process. The training is based on practical knowledge.
During the training, participants will be provided with advice and tools to use in their day-to-day work related to the commercialization of research results.

TRAINING WILL BE IN POLISH

1. Introduction to the methodology of intangible asset valuation.
2. Analysis of the commercial potential of intangible assets – its components and significance in valuation.
3. Valuation methods (cost, income, market, and mixed) – advantages, disadvantages, and applicability.
4. Stages of valuation using income-based methods.
5. Determining the level of risk and analyzing the discount rate.
6. Valuation structure – the value of intangible assets in the valuation.
7. Business plan (sources of financial data for valuation), developing a business plan.
8. Practical aspects of preparing financial forecasts for valuation purposes.
9. Assumptions for income-based valuation.
10. Conducting the valuation in a spreadsheet.
11. Summary.

Tomasz Marciniszyn, Ph.D., Eng.

Having a device that supports remote connection tools and an internet connection