Certified University Course IP Valuation II

Excerpt from the curriculum of the second academic year:

Continuing education: Diplôme Universitaire IP Business Administration, 2nd academic year, 3rd semester

Extent: 10 lectures (parts) á 1,5 h (ca. 2 days class lessons); ca. 60 tutorials/chapters á ca. 15 min.

Key Learning Targets:

  • Understanding the methods and tools which are available for valuation purposes
  • Understanding the concepts of uncertainty and risk and having practical solutions at hand to perform valuations
  • Understanding patent and trademark valuation
  • Understanding the role of IP within tax and corporate financing issues

Content

  • Part 1: Methods and tools for valuation
    • Chapter 1: Cost method and historical cost
    • Chapter 2: Estimating reproduction and replacement cost
    • Chapter 3: Comparable price and license market
    • Chapter 4: Discounted cash flow determination
    • Chapter 5: Incremental income and excess earnings
    • Chapter 6: Relief from Royalty
  • Part 2: Risk and information analysis
    • Chapter 1: Uncertainty and the concept of risk
    • Chapter 2: Future economic benefit and risk evaluation
    • Chapter 3: Scoring and rating techniques
    • Chapter 4: Risk sharing and rule of thumb
    • Chapter 5: Information sources for risk and royalty quantification
  • Part 3 Portfolio valuation
    • Chapter 1: Intangible valuation
    • Chapter 2: Indicators and determinants
    • Chapter 3: Statistical methods and tools
    • Chapter 4: IP landscaping
    • Chapter 5: IP score
  • Part 4 Technology transfer and license valuation
    • Chapter 1: Market for technology
    • Chapter 2: Market for IP and Industry Standards
    • Chapter 3: Patent Pools
    • Chapter 4: Franchise solutions
    • Chapter 5: FRAND Licensing
  • Part 5 Patent valuation
    • Chapter 1: Technology, product and patents
    • Chapter 2: License and cash flow modeling
    • Chapter 3: Risk modeling
    • Chapter 4: Legal factors of influence
    • Chapter 5: Put it together: patent valuation practice
  • Part 6 Trademark and brand valuation
    • Chapter 1: Brand management and value of brands
    • Chapter 2: Brand architecture and dynamics
    • Chapter 3: Brand valuation
    • Chapter 4: Remaining useful life and data sources
    • Chapter 5: Put it together: trademark valuation practice
  • Part 7: IP in tax and financing
    • Chapter 1: Financing of innovation
    • Chapter 2: IP and financing
    • Chapter 3: Transfer pricing
    • Chapter 4: OECD regulations for IP and
    • Chapter 5: MNEs and BEPS (Base-Erosion Profit Shifting)
  • Part 8
  • Part 9
  • Part 10