Reveal the Value Hidden in Your Intangible Assets
Understand the worth of your intellectual property, customer relationships, and brand equity with analysis that brings clarity to what you've built beyond the tangible.
Return HomeWhat This Service Delivers
When you work with us on an intangible asset valuation, you receive a detailed assessment of assets that don't appear on your balance sheet but often represent substantial organizational worth. This includes intellectual property like patents or proprietary processes, customer relationships that generate recurring revenue, brand reputation that commands market position, and other intangible elements that contribute to your success.
The outcome is visibility into value that might otherwise go unrecognized. You'll see how these assets contribute to your overall worth, which can inform decisions about financial reporting, strategic planning, transactions, or litigation support.
Beyond the technical analysis, you gain confidence. Whether you're preparing for an acquisition, satisfying audit requirements, or supporting a legal matter, having a well-documented valuation of your intangible assets helps you demonstrate worth that others might overlook or undervalue.
Understanding Your Situation
Many organizations find themselves in situations where understanding the value of intangible assets becomes important. Perhaps you're being acquired and need to allocate purchase price appropriately. Maybe you're preparing financial statements that require you to report intangible asset values. Or you might be involved in a dispute where the worth of intellectual property or customer relationships is being questioned.
The challenge is that intangible assets don't have obvious market prices. Their value isn't as straightforward as equipment or real estate. You know these assets matter to your business—your customer base brings predictable revenue, your brand opens doors, your proprietary methods give you competitive advantage—but translating that into a defensible dollar amount requires specialized analysis.
What often holds people back is uncertainty about where to begin or concern about the complexity of the process. There's also sometimes a worry that the value won't be recognized in the way you believe it should be, particularly if others don't understand the nuances of your business.
A thorough intangible asset valuation addresses these concerns by applying established techniques to systematically assess and document value. This creates a foundation that helps others understand what you've built and why it matters.
Our Approach to Intangible Asset Valuation
We use valuation techniques that are appropriate for the specific type of intangible asset being assessed. For intellectual property, this might include relief from royalty methods or incremental income approaches. For customer relationships, we might analyze customer lifetime value and attrition rates. For brand value, we consider market positioning and the premium your brand commands.
What makes this approach effective is the combination of technical methodology and practical insight. We understand that intangible assets often work together—your brand helps you attract customers, your proprietary processes help you serve them efficiently, your reputation helps you retain them. Our analysis considers these relationships and how they contribute to overall value.
We work closely with you to understand the specific characteristics of your intangible assets. This might include reviewing contracts, analyzing customer data, examining market positioning, or assessing the competitive advantages your intangible assets provide. We then apply our methodology consistently and document our findings in detail.
The effectiveness comes from producing valuations that meet professional standards and can withstand scrutiny from auditors, courts, or transaction counterparties. You receive not just a number but an understanding of how that number was derived and what factors influence it.
What Working Together Looks Like
Identifying Assets
We begin by discussing which intangible assets are most important to your situation. This might include reviewing acquisition agreements, financial statements, or business operations to understand what needs to be valued and why. You'll have clarity on the scope from the start.
Information Gathering
We work with you to collect the data we need—this might include customer information, contract details, financial performance related to specific assets, or market research. We guide you through what's needed and help you gather information efficiently.
Analysis and Valuation
We apply appropriate valuation techniques for each type of intangible asset, considering factors like expected future benefits, remaining useful life, and risk. Throughout this phase, we maintain communication about our progress and any additional information we might need.
Report and Discussion
We deliver a detailed report documenting our methodology and conclusions for each asset. Then we discuss the findings with you, ensuring you understand the valuation and how to use it effectively in your specific context.
The Investment
Comprehensive Intangible Asset Valuation
This investment reflects the specialized analysis required to assess intangible assets properly. The value extends beyond meeting immediate requirements—you gain insight into which of your intangible assets contribute most to your overall worth, which can inform strategic decisions about where to invest for future growth.
Many organizations find that understanding their intangible asset values changes how they think about their business. It highlights strengths that might not have been fully appreciated and creates a foundation for conversations with investors, acquirers, or other stakeholders.
How We Measure Effectiveness
The effectiveness of an intangible asset valuation is measured by how well it serves its intended purpose. For financial reporting, this means satisfying auditor requirements and providing defensible values for your balance sheet. For acquisitions, it means supporting a fair allocation of purchase price. For strategic planning, it means giving you clarity about where your organizational value truly lies.
We measure our work by whether the valuations are accepted by their intended audience—auditors, transaction counterparties, or courts. Our approach is grounded in recognized standards and techniques that have proven effective across numerous engagements.
The typical timeline for an intangible asset valuation is between four and seven weeks, depending on the number and complexity of assets being valued and how quickly information can be gathered. More complex situations involving multiple asset types or extensive data analysis may require additional time.
What you can realistically expect is a well-documented valuation that explains not just what your intangible assets are worth but why. You'll understand the factors that contribute to value and the assumptions underlying the analysis, which helps you discuss the valuation knowledgeably with others.
Working With Confidence
We stand behind the quality of our analysis and the defensibility of our conclusions. If questions arise about our methodology or findings, we're available to discuss them and provide additional context. Our goal is for you to feel confident presenting our work to others.
Before you commit, we encourage an initial conversation where we can understand your specific needs and determine whether our approach is right for your situation. This discussion helps both of us assess whether we're a good fit, and it comes with no obligation.
We recognize that valuing intangible assets can feel more uncertain than valuing tangible ones. Part of our role is to bring clarity to that process and help you understand the basis for the values we determine. We want you to feel informed and comfortable throughout the engagement.
Many clients tell us that one of the most valuable outcomes is simply seeing their intangible assets recognized and quantified. It validates what they've sensed all along—that these elements of their business represent real, measurable worth.
Getting Started
1. Initial Contact
Reach out through the form below or email us at [email protected]. Let us know which intangible assets you need valued and what you're hoping to accomplish. We'll respond promptly to discuss your situation.
2. Understanding Your Needs
We'll schedule a conversation to discuss the specifics of your situation, the intangible assets involved, and the purpose of the valuation. This helps us determine the appropriate scope and methodology for your engagement.
3. Engagement Agreement
If we decide to move forward, we'll formalize the engagement with a clear scope, timeline, and deliverables. You'll know exactly what to expect and what we'll need from you.
4. Ongoing Communication
Throughout the engagement, we maintain regular communication. You can reach out with questions at any time, and we'll keep you informed about our progress and any additional information we need.
Ready to Understand Your Intangible Assets?
Let's discuss how valuing your intellectual property, customer relationships, or brand equity can support your goals. We're here to answer questions and help you determine the right approach.
Start a ConversationExplore Other Services
Depending on your situation, you might also benefit from our other valuation services.
Business Valuation
Thorough, defensible valuations of businesses and business interests for transactions, estate planning, and dispute resolution.
Purchase Price Allocation
Allocate acquisition costs to acquired assets and liabilities with documentation that meets financial reporting standards.