The 2023 Advanced IP Valuation Training Course is 3-day training program designed to equip participants with the knowledge and skills necessary to conduct valuation of intellectual property assets. This training course covers a wide range of topics related to corporate finance, general methods of IP valuation, sensitivity analysis and sophisticated methods for IP valuation.

Participants will gain a thorough understanding of the principles and techniques of IP valuation that will empower them to make smarter, more strategic choices in managing and leveraging your IP assets in today’s competitive business environment.

By the end of this intensive 3-day training, participants will have a solid grasp of IP valuation essentials. They will be equipped with the knowledge and skills to make informed decisions regarding their intellectual property assets, whether it involves securing investments, negotiating licenses, or optimizing IP portfolios.

This program is aimed at IP practitioners of technology transfer offices who are looking to enhance their skills in managing and leveraging their IP assets.

The Pre-registration will end on September 6, 2023. All accepted participants will receive an email on September 8, 2023.

The registration fee for this training course is 15,000 Php, covering training expenses, kits, and meals for the 3-day training.

Schedule

Day 1

  • Fundamentals of Corporate Finance – Profit & Loss
  • Fundamentals of Corporate Finance – Balance Sheet
  • Profit & Loss and Free Cashflow (FCF) Diagram
  • Net Present Value (NPV)
  • Intangible Assets
  • Exercise – Purchase Price Allocation (PPA)
  • Exercise – Property Dismemberment
  • Why Value IP?
  • Examples of IP Valuation

Day 2

  • Back to Dismemberment – Exercise
  • Fundamentals of Valuation
  • Qualitative evaluation of IP Assets
  • Taking into account uncertainty
  • General Methods for IP Valuation
  • Exercise – Choice of Approach
  • Cost Approach
  • Market Value Approach
  • Revenues – Royalty Rates
  • Exercise – Determination of a suitable Royalty Rate
  • Discount Rates
  • Exercise – Determination of suitable discount rates – Start-up

Day 3

  • Exercise – Determination of suitable discount rates – Established company
  • Technology Readiness Level (TRL)
  • Exercise – Identifying the TRL of your Technology
  • TRL, Risk, Value, and Discount Rate Relationship
  • Introduction to Sophisticated Methods
  • Example – Monte-Carlo
  • Sensitivity Analysis – Scenario Building
  • Exercise – Creating Scenarios and how it affects your valuation
  • Case Study – Start-Up IP Strategy
  • Strategy – R&D Project
  • Case Study – R&D Project – in Groups
  • Debrief of Case Study
  • Licensing Agreement
  • Discussion and Wrap-up

Speaker

André Gorius, PhD

  • Independent Consultant – Former IP Valorization Director at Solvay
    President of GOVALIA, CEO JMB SAS, Partner at WINNOTEK
  • Founding Member and Board Member, AMAVI (Association for Management and Valuation of Intangibles)

Dr. Gorius has been involved in the economic aspects of technology transfers and was 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.

He combines his knowledge in all business-related aspects of IP and more generally Intellectual Assets with his practical knowledge of company processes and practices, from shop-floor to executive levels. He is continuously exposed to all the various stakeholders of business, finance and accounting (including tax), manufacturing, technology and innovation.