Valuation of technology and know-how, patents

Valuation of technology, know-how and patents – determine the value of your intangible assets

What is the valuation of technology and intellectual property rights?

The valuation of technology, know-how and patents is the process of determining the market value of intangible assets, which often constitute a key resource for a company. These include, amongst others:

  • innovative technological solutions,
  • patent-protected inventions,
  • procedures, formulas, algorithms,
  • know-how – valuable technical or organisational knowledge that is not protected by patents.

The correct valuation of these assets is essential for transactions, contributions in kind, tax settlements and negotiations with investors.

When is a valuation of technology, know-how or a patent required?

The valuation of technology, know-how and patents may be required in the following situations:

  • contribution of technology or know-how to a company,
  • sale or licensing of a patent or technological solution,
  • setting transfer prices within corporate groups,
  • commercialisation of research results and R&D work,
  • preparation for securing financing or bringing in an investor,
  • litigation concerning the value of intellectual property (IP),
  • reporting in accordance with IFRS/IAS.

Who is the valuation of technology, know-how and patents intended for?

Our services are aimed at:

  • technology companies and startups,
  • research institutes and universities that implement the results of R&D work,
  • manufacturing companies possessing process know-how,
  • capital groups that transfer intellectual property (IP) rights between companies,
  • investors and venture capital funds wishing to ascertain the true value of the technology being invested in,
  • tax advisers and law firms requiring an independent valuation for tax, legal or litigation purposes.

How is the valuation of technology, know-how and patents carried out?

The valuation process includes:

  1. Analysis of intellectual property rights – scope of protection, registrations, licences, uniqueness of the solution.
  2. Selection of an appropriate valuation method, e.g.:
    • the Relief-from-Royalty Method,
    • the Excess Earnings Method,
    • the Discounted Cash Flow (DCF) Method,
    • the Cost Approach (replacement or reproduction cost).
  3. Market and comparative analysis – benchmarks and data on similar transactions.
  4. Final report – a document containing a description of the intellectual property, the methodology applied, the valuation assumptions and the concluded value.

Why should you entrust us with your intellectual property (IP) valuation?

We specialise in professional intellectual property valuation, supporting companies in transactions, contributions, audits and legal proceedings. Our valuations combine financial, tax and legal expertise, ensuring reliability and compliance with applicable standards.

  • Experience in intellectual property valuations – we have carried out IP valuations for companies in the IT, medtech, industrial, biotechnology and e-commerce sectors
  • An interdisciplinary team of experts – the valuation process involves tax advisers, financial experts and lawyers specialising in IP
  • Compliance with regulations and standards – our valuations are prepared in accordance with tax and accounting requirements, as well as international valuation standards
  • Ready-to-use reports – our reports can be used immediately in transactions, contributions in kind, legal proceedings and audits

Thanks to our experience, intellectual property valuation becomes a reliable tool prepared for use by investors, auditors and tax authorities.

Benefits of a professional intellectual property valuation

  • Knowledge of the true value of a key asset,
  • The ability to contribute IP as a contribution in kind to a company,
  • Tax and procedural security,
  • Facilitation of transactions with investors and partners,
  • Support in the process of commercialising innovations,
  • Better management of the company’s IP portfolio.

Our experience

We have carried out dozens of valuations of technologies, know-how and patents for entities from various sectors, including:

  • IT and SaaS technologies (algorithms, software, platforms),
  • the chemical and pharmaceutical industries (formulations, processes),
  • biotechnology and medicine (patents, inventions),
  • education, e-commerce, logistics and fintech.

FAQ

Can technology that is not patented be valued?

Yes – we also value know-how and unregistered technologies, provided they have commercial potential and can be shown to have an impact on the company’s operations.

What documents are required for an intellectual property valuation?

Required documents may include: a description of the solution, financial data, information on implementation and application, licence agreements (if any), and market data.

How long does it take to prepare a valuation of a technology or patent?

Usually 1–3 weeks, depending on the availability of data and the complexity of the solution.

Is a valuation required when contributing technology to a company?

Tak – wycena technologii lub know-how przy aporcie jest niezbędna zarówno dla celów podatkowych, jak i bilansowych.

Do you also assist with the transfer or licensing of intellectual property (IP)?

Yes – we offer comprehensive support in the transfer of intellectual property, the preparation of licence agreements and tax advice.