Intellectual Property Appraisal

Intellectual Property Valuation for IP-Backed Financing

Adhering to international and domestic asset valuation standards—including the Income, Cost, and Market approaches—our IP Valuation Services combine in-depth industry insights with advanced big data analytics. We provide comprehensive evaluations of patents, trademarks, and copyrights, helping financial institutions clearly define risk parameters. This enables our clients to secure higher credit limits and benefit from optimized interest rates.

• Multi-dimensional Valuation Models：By integrating the Royalty Relief method, Cost method, and Market Comparison method, we ensure that our valuation results are both compliant with rigorous accounting standards and reflective of real-world market transaction values.
• In-depth Technical Due Diligence：Leveraging our extensive expert network, we conduct rigorous screenings of technical life cycles, potential threats from alternative technologies, and global patent citations to ensure the objectivity and authority of all supporting evidence.
• Global Market Benchmarking：Drawing on our global presence, we provide strategic valuation anchors for outbound enterprises and cross-border technologies by referencing international royalty rates and transaction precedents within the global industry.

Providing Valuation Anchors for Investment, Financing, and Technology-as-Capital Scenarios

We perform deep-dive analysis across four dimensions—Technology, Market, Law, and Finance—to create precise IP profiles for individuals or subsidiaries. By leveraging global patent big data, we analyze technical scarcity and competitive lead time. Through dynamic financial modeling, we provide valuation advice with international credibility for scenarios such as technology-as-capital, joint venture formation, and financing negotiations. Furthermore, we provide deep expertise in tax compliance, addressing complex issues like deferred tax and amortization in cross-border IP contributions, ensuring that every technological asset is compliantly converted into a definitive equity stake.

• Technological Leadership & Scarcity Penetration Analysis：Utilizing global patent databases and industry benchmarks, we compare R&D paths against competitors to quantify "lead time" and "market moat depth," providing authoritative third-party technical endorsement for Business Plans (BPs).
• Multi-dimensional IP Valuation Models：Based on International Valuation Standards (IVS), we employ optimized Income, Market, or Cost approaches to precisely calculate the monetized value of intangible assets for scenarios such as technology-as-capital and capital increases.
• Equity Structure Design for Technology-as-Capital：Considering financing rounds (Seed, Series A/B/C) and future dilution expectations, we recommend optimal "Technology-vs-Capital" equity structures and design milestone-based phased equity release mechanisms.
• IP Due Diligence for Investment & Financing：We conduct in-depth investigations into ownership defects, service invention risks, and Freedom to Operate (FTO) analysis to ensure the IP assets are legally "clean," eliminating potential concerns for investors.
• Cross-border IP Contribution Tax Compliance & Path Optimization：Providing professional advice on Income Tax, VAT, and withholding taxes related to IP contributions; assisting enterprises with deferred tax filings to minimize tax costs while ensuring full compliance.

Providing a professional basis for IP transaction pricing while uncovering and maximizing the latent value of intellectual assets.

Traditional asset valuation reports often rely too heavily on rigid financial formulas. Our IP Transfer Pricing & Value Discovery service goes beyond simple market benchmarks. We strategically "repackage" your IP by quantifying its practical impact: calculating saved R&D man-hours, assessing mitigated infringement risks, and projecting the tangible commercial value it delivers to the buyer.

• Global Transaction Benchmarking：Utilizing mainstream global patent and trademark databases to retrieve actual royalty rates and price ranges for similar assets in the same field and stage over the past 3-5 years, providing reliable market anchors.
• R&D Cost Substitution Analysis：For technical IP, we quantify the time cost, labor investment, and failure risks the buyer would face if they chose "in-house R&D," demonstrating the clear economic advantage of an immediate acquisition.
• Commercial Traffic & Goodwill Premium Discovery：For brand-related IP, we analyze Customer Acquisition Costs (CAC) and brand premium rates in target markets to calculate the potential marketing savings and price premiums the trademark can generate.
• Strategic Synergy Assessment：We conduct in-depth research into the potential buyer’s business landscape to analyze how the IP fills technical gaps or creates competitive barriers, thereby unlocking "strategic premiums" beyond the market price.

Establishing strategic pricing and revenue structures for intellectual property licensing.

Our Intellectual Property Royalty Rate Assessment service establishes a rigorous logic for value realization. We conduct in-depth analysis of the technology's actual contribution to the final product's profit (Profit Split Method), taking into account R&D investment, industry barriers, technology life cycles, and market alternatives. By performing real-time benchmarking against global licensing precedents and considering regional legal and tax frameworks, we deliver tailored royalty schemes. Through flexible payment structure design, we ensure your technology returns are maximized in alignment with the licensee’s business growth.

• In-depth Technical Contribution Assessment: Based on the "Profit Split" principle, we isolate non-technical factors such as brand equity, capital, and land to quantify the specific technology's core share of the final product's profitability.
• Global Market Benchmarking: Utilizing mainstream global licensing databases, we retrieve public royalty rates for similar technologies across different jurisdictions, ensuring pricing aligns with international standards such as FRAND (Fair, Reasonable, and Non-Discriminatory) principles.
• Multidimensional Payment Structure Design: Tailoring optimal combinations of Upfront Fees, Running Royalties, Milestone Payments, or Paid-up Licenses to suit diverse commercial scenarios.
• Dynamic Royalty Adjustment Mechanisms: Designing tiered royalty structures (progressive or regressive based on sales volume) and incorporating inflation or exchange rate adjustment clauses to mitigate market risks in long-term licensing agreements.
• Tax Impact and Compliance Assessment: Evaluating Withholding Tax variations across jurisdictions, anti-monopoly requirements, and transfer pricing rules for related-party transactions to optimize net realized income.

Providing a professional and rigorous quantitative basis for intellectual property infringement damages.

Our IP Damages Calculation service bridges the gap between Forensic Accounting and Intellectual Property Law. We look beyond standard financial statements to conduct in-depth research into market dynamics. By constructing a hypothetical "But-for World" market model, we scientifically isolate the impact of brand equity, technology, and market volatility on profits. This allows us to identify hidden losses, such as "price erosion" (thinner margins from forced price cuts) and market share cannibalized by infringing products.

• Lost Volume Analysis：Quantifying customer attrition and contract defaults caused by infringement, based on market demand and substitute analysis.
• Price Erosion Assessment：Assessing the loss in gross margin resulting from the patent holder’s forced price reductions to counter low-cost infringing competition.
• Convoyed Sales Damages：Calculating the collateral loss of revenue from auxiliary consumables, spare parts, or service fees tied to the core product.
• Comparable License Benchmarking：Accessing global patent and technology licensing databases to identify industry-standard royalty rates with legal evidentiary value.