Strategic Consulting & Intellectual Property Valuation

 

Our team translates creativity into capital through precise IP valuations and strategic consulting built for global business.

At ROYCE IP Asset Management, we view intellectual property as both a legal right and a financial instrument — one that defines competitive advantage, attracts capital, and anchors enterprise value.
Our consulting and valuation practice merges legal precision with economic insight to quantify the real-world worth of innovation.

With decades of collective experience spanning law, finance, and brand strategy, we assist clients in identifying, structuring, and realizing the value embedded in their patents, trademarks, copyrights, and trade secrets, as well as the broader class of intangible assets that shape market performance.


Valuing the Intangible: Beyond Patents and Trademarks

Intellectual property extends far beyond registered rights. In today’s economy, over 80% of corporate value is tied to intangibles — brand reputation, customer relationships, proprietary data, algorithms, goodwill, and know-how.
We perform comprehensive valuations across all categories of intangible assets, including:

  • Patents & proprietary technologies — Assessing innovation strength, enforceability, and commercial lifespan.

  • Trademarks & trade dress — Evaluating brand recognition, goodwill, and consumer influence.

  • Copyrights & creative works — Quantifying income potential from licensing, royalties, and derivative use.

  • Trade secrets & confidential know-how — Measuring competitive insulation and replacement cost.

  • Software, algorithms, and databases — Establishing market value through usage metrics and revenue generation.

  • Brand equity, customer lists, and goodwill — Determining contribution to enterprise performance and transaction pricing.

Each engagement begins with detailed asset identification, followed by in-depth analysis of ownership, jurisdictional protection, and market comparables. Our process integrates both legal validation and economic modeling to ensure that results are defensible, actionable, and strategically aligned.


Valuation Purposes and Applications

Our clients rely on us to deliver valuations that support decision-making, compliance, and dispute resolution across diverse contexts, including:

  • Mergers, Acquisitions, and Divestitures — Establishing fair market and purchase price allocation for IP portfolios.

  • Licensing & Royalty Rate Determinations — Setting independent royalty rates for cross-border or intercompany use.

  • Litigation & Damages Analysis — Providing expert valuation testimony for infringement, dilution, and breach claims.

  • Corporate Planning & Capitalization — Using IP value to guide R&D investment, commercialization, and capital allocation.

  • Bankruptcy, Reorganization & Collateralization — Defining residual and recovery values of IP in restructuring and secured lending.

  • Transfer Pricing & Tax Compliance — Supporting global transactions with defensible valuations under OECD and IRS guidelines.

  • Financial Reporting (ASC 805, 350/360) — Determining fair value for purchase price allocations, impairment testing, and intangible accounting.

  • Estate & Gift Tax Planning — Appraising IP and goodwill for succession, asset transfer, and charitable contribution.

  • Strategic Alliances & Joint Ventures — Evaluating each party’s IP contributions and defining ownership share.


Methodologies and Data Intelligence

Our valuations are grounded in empirical data and proprietary research refined through years of application.
We integrate multiple methodologies — income, market, and cost approaches — with sensitivity analyses and scenario modeling to ensure accuracy under varying economic assumptions.

Key resources include:

  • A proprietary database of historical transactions, royalty benchmarks, and licensing agreements.

  • Independent market research and public filings on comparable IP assets.

  • Access to international valuation networks and IP data associations.

  • Decades of internal case data across industries including biotechnology, software, entertainment, and consumer products.

Every engagement is documented with transparent methodologies, supporting exhibits, and comprehensive rationale designed to withstand regulatory and judicial review.


The Royce Approach: Strategy, Value, and Vision

What distinguishes ROYCE IP is not only precision, but perspective.
Our goal is to position intellectual property as a dynamic component of your business strategy — not a static legal asset.
We align valuation outcomes with enterprise growth, investment readiness, and brand equity goals.

In a rapidly changing economy where intangible assets define success, ROYCE IP Asset Management provides the clarity, structure, and strategic foresight needed to transform intellectual capital into measurable enterprise value.

Turning insight into enterprise value

Innovation is only as powerful as the strategy behind it.
My goal is to help creators and businesses realize the full value of their ideas — and own the future they build.

"Working with ROYCE IP Asset Management transformed how we understood our company’s value. Their team didn’t just assess our intellectual property — they helped us see how it fits into the larger strategy of our business. The valuation process was insightful, data-driven, and practical. We walked away with a clear sense of our IP’s market worth and a roadmap for leveraging it to attract investors and strengthen our competitive position."

Miles Hooper