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  • Mergers and Acquisitions/Exit Planning - QuickRead Top Story - Valuation/Appraisal

    Getting R.E.A.L. in Later-Stage, Venture-Backed Companies

    April 3, 2024

    A Process to “Right” the Company Often later-stage, venture-backed companies (“late-stage start-ups”) seek advice as they find themselves languishing in the neverland between being heavy on intellectual property (IP) assets and light on commercial products or services. Typically, we are contacted by an investor or board member who has become fatigued by management’s assertions that ultimate success is ‘just around the corner,’ only to see the company repeatedly fail to achieve important milestones. The board of directors and capital sources have begun to lose confidence in management and want to get R.E.A.L. about the company’s status and prospects. Introduction Often…

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  • Mergers and Acquisitions/Exit Planning - QuickRead Featured - QuickRead Top Story

    Preparing For the Sale of Your Business

    January 25, 2017

    Negotiating, Structuring, and Reaping the Reward The authors share their views on what business owners should consider doing in anticipation of selling their business. The authors also share structuring considerations to close the transaction and reap the reward.

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  • Accounting - QuickRead Featured - QuickRead Top Story

    Licenses of Intellectual Property

    December 21, 2016

    The New Revenue Recognition Standard and Accounting for Licenses Wiley author, Joanne Flood, looks at how the new revenue standard affects reporting of licensing revenue. Copyright Wiley, 2016. To be published in February 2017 in the book: Wiley Revenue Recognition plus Website: Understanding and Implementing the New Standard (Wiley Regulatory Reporting).

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  • Intellectual Property - QuickRead Featured - QuickRead Top Story

    Creating the Bridge Between Transfer Pricing and the Valuation of Intangibles

    May 11, 2016

    Mergers and acquisitions (M&A) have continued growing since 2008’s financial crisis.  Through the first three months of 2016, the value of worldwide M&A totaled nearly $750 billion.  Cross-border M&A activity totaled $308 billion—accounting for a quarterly record-high 41% share of global M&A value.  As in previous years, M&A in industries with hefty intangible assets—such as pharmaceuticals and technology, media and telecom—dominated deal making.[1]

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  • QuickRead Featured - QuickRead Top Story - Valuation/Appraisal

    Consider Market Approach Intellectual Property Valuation Methods

    January 27, 2016

    IP Valuation—Beyond the Income and Cost Approach Valuation analysts (“analysts”) are often asked to value debtor company intellectual property (IP) within a business bankruptcy context. Some of the bankruptcy reasons to value IP include the assessment of the following: the debtor’s solvency, a secured creditor’s collateral and protection, the fairness of a Section 363 IP asset sale or license, the debtor’s rejection of its IP licenses (and the implications of that rejection on the IP licensees) under Bankruptcy Code Section 365(n), and the reasonableness of a plan of reorganization. Many analysts immediately think of applying income approach or cost approach…

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