Identifying and Unlocking the Hidden IP Assets in Any Business

IP VALUATION:

IDENTIFYING & UNLOCKING THE

HIDDEN IP ASSETS IN ANY

BUSINESS

PRESENTERS TODAY

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JACK GILLESPIE

IP Valuation Analyst

[email protected]

SAJ ALI

IP Valuation Manager

[email protected]

© Metis Partners 2017

RECAP

SERVICES

Market leaders specialising in

valuing IP

REACH

Headquarters in Glasgow

Broad presence in Silicon Valley, CA and London. New

Sofia office.

TEAM

Growing multi-disciplinary team

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THIS WEBINAR

2a

Common IP assets

that are overlooked

1

Why IP assets are

often overlooked in

a business and the

dangers this brings

2b

Case studies and

examples of hidden

IP that we have

helped companies

identify

3

How to identify

hidden IP assets


1 HIDDEN IP ASSETS

• Tangible assets are just the “tip of the

iceberg”

• There are so many IP assets “hidden under the

surface” of a company that could be identified

and could be valuable


1 THE USB STICK ANALOGY

What wouldn’t you

want falling into

the hands of a

competitor?


1

UNAWARE IT CAN BE PROTECTED

UNAWARE OF POTENTIAL

VALUE

REASONS FOR OVERLOOKING IP

DAY-TO-DAY EFFECT

UNAWARE OF ACTUAL VALUE

You work with it

everyday, but do you

ever think of the value?

IP doesn’t have to be

formal to be protected

You might not be doing

anything with your IP,

but think of what a

competitor could do

Think of how critical

your IP is to your

business. Could you live

without your data,

trade secrets etc.?


1

• Producer of SpongeBob cartoon, Viacom,

left fictional restaurant, Krusty Krab,

unprotected

• Businessman looked to capitalise by making

trade mark application for the name himself

and opening restaurant chain

• Costly legal proceedings required to resolve

A TRADE MARK BATTLE UNDER THE SEAEven SpongeBob has trade mark issues


2 MOST COMMONLY OVERLOOKED IP ASSETS

Product Brands

Trade Secrets

Data


2a PRODUCT BRANDS

• Product brands are often spun out into new

companies, so get protection early, as this can

increase the value/ease the transition

• Lack of formal protection can lead to

problems later in product life

• Formal registration brings many tools to your

arsenal – domain names, social media etc.

• Don’t make the marketing materials before

you protect the product brand


2b

• Company specialising in healthcare devices

• Separated one product treating a specific

condition

• Metis Partners helped to sell product brand

• Trade mark protection increased value and

provided assurances to buyer

CASE STUDYProduct brand in healthcare


2a TRADE SECRETS

• Often overlooked

• Can compliment another asset (e.g. patents)

• Important for future R&D plans – don’t reveal

your plans too early

• Get a manager – get a register

• Put trade secrets at the core of your company

culture


2b

• Poultry producer unsure of form of protection

they had over a particular bird

• Metis Partners identified IP as trade secret as

opposed to legal right and produced valuation

• Company able to protect IP and increase its

monetary value

CASE STUDYDuck, Duck, Goose


2a DATA

• Constantly used and created but rarely

considered when it comes to IP

• CRM systems – is yours easily replicable?

• Customer lists, pricing information, order

history, buying habbits

• It’s not all to do with customers; Negative

know-how, software testing data are also

valuable


2b

• UK’s oldest management institute

incorporated in 1918

• Metis Partners identified valuable IP assets –

student members database, which contained

details on partially completed courses

• IP assets sold to Industry Qualifications who

were able to ensure students picked up

where they left off with their studies

CASE STUDYThe Institute of Administrative Management (IAM)


3


1PRODUCT/SERVICE

Product Brands

Echo, Kindle

Critical Relationships

Amazon Sellers

2PURCHASE PROCESS

Website & Software

Ecommerce

Domain Names

Amazon.com

Copyright

Product Information &

Images

3WAREHOUSE/DELIVERY

Software

Warehouse/Delivery

Management

Designs

Warehouse Floor Plans

4

PRODUCT

DEVELOPMENT

R&D

Technical Data, Negative

Know-how

Patents

Drones

Customer Database


3 IP MAP: AMAZON

5 KEY TAKEAWAYS

1 2 3 4 5

Take regular stock of IP

owned – put protection in place to

safeguard it

Link USP with IP and

communicate to key

stakeholders

Implement strategies to

manage valuable IP

Record and protect IP

upon identifying it – don’t wait until problems

arise

Think about the

potential value and

uses of IP by third parties


THANK YOU!

We are available to discuss any of your IP

needs in more detail, so please get in touch!

Jack Gillespie or Saj Ali

0141 353 3011

[email protected]

[email protected]

NEXT WEBINAR:

• Insolvent IP Webinar - Do insolvent brands hold any

value?


Identifying and Unlocking the Hidden IP Assets in Any Business

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