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Financing of companies
This is how you can use hidden reserves as financing instrument
Valued trademarks and patents represent a substantial part of the company value as hidden reserves - in particular they can also play a relevant role in financing in order to set up respective financing structures. These hidden reserves can be used economically, for example, to secure debt financing from banks or leasing-related financing models, e.g. in liquidity requirements for growth in new markets, investments in plant and equipment, company acquisitions or short-term bridge financing.
Especially in challenging times (e.g. restructuring, liquidation), a trademark and/or patent valuation might open up possibilities for new complementary approaches - in close cooperation with legal and tax advisors.
A patent valuation / brand valuation determines the economic value of the property rights. In addition, the expert opinion emphasizes the company's claim to technological leadership through global, competition-related technology comparisons. Based on this, the technological growth opportunities of the company can also be depicted and focused on.
This approach is interesting for financing institutions as well as for companies.
Transfer and commercialization scenarios
This is how you achieve transparency and security trough an economic valuation
The economic valuation of intellectual property (patents, trademarks and know-how) plays a relevant role in different scenarios of transfer or exploitation of companies, parts of companies or (individual) property rights.
Thus, a detailed patent valuation / trademark valuation can form the basis for negotiations with the licensee or buyer of the intellectual property rights. By determining the "fair value", a squandering of the protective rights is avoided. Furthermore, it also outlines the usual payment modalities.
In addition, a patent valuation / brand valuation report always includes a precise description of the company's technologies and markets that are protected by relevant property rights and thus retain their value in the future. In this context, an economic value is determined, which is mainly based on a global comparison with the competition. The investor / buyer / licensee should thereby be protected from a possibly too high valuation.
By determining the economic value of existing property rights, the hidden reserves of the company are uncovered. This contributes a considerable part to the overall company value. The IP valuation report also compares the company's technologies with those of its competitors on a global basis. This confirms the company's claim of the technological leadership position.
After completion of the transaction, the determined value might also serve as a basis for the tax allocation of the assets (purchase price allocation).
Invest in the right R&D projects
Analyze, decide, prioritize, start/stop
You know the strategic value of R&D projects for your company. But are you sure which of these projects have long-term value?
Do you face the challenge of allocating company resources to individual R&D projects - regardless of the interests of individual stakeholders?
One question plays a key role here: "How well-founded is the assumption that the company actually has the necessary technological position to survive in global competition in the target market?
Through an objective technological evaluation of R&D projects, we answer this question and you make your decisions / recommendations on a solid, comprehensible and reproducible basis.
Additional relevant application areas
How to use the full potential of your trademarks and patents
The modernized German accounting law now offers many possibilities, including the activation of hidden reserves. The prerequisite for this is an expert valuation that meets the legal requirements. The economic value determined by the patent valuation / trademark valuation ensures an improved equity capital positioning of the company.
The IP valuation report generates economic security in connection with tax law aspects (transfer pricing). This is of particular importance in the international movement of goods - especially between affiliated companies. The associated use of intellectual property rights and their value forms the basis for determining the correct transfer prices, which must stand up to third-party comparison.
Patent valuation plays a special role in the foundation of new companies. A detailed competitive comparison assesses the future viability of the company in the global, technological environment. Thus, an economic value is proven which can be used for the foundation of the company in the course of a non-cash foundation or capital replacement.
If there is a patent infringement by a third party, the claim amount of the property right owner is determined by an IP valuation report. Conversely, the valuation report provides an indication for the formation of provisions if the infringement of third-party property rights is suspected.