If you have, or will have, responsibility for negotiating licenses, the Valuation Course is for you. You should have a basic familiarity with the structure and payment mechanisms used in a license and be proficient in web searching and Excel spreadsheets. As a prerequisite to the course, attendees will have access to the Technology Valuation four-part series webinar package.
Valuation Course content
The complete course is made up of 4 webinars and one in-person session.
Part 1: Webinar Series.
This four-part webinar series addresses all four stages of a university patent licensing negotiation and is intended for licensing professionals who plan to attend the in-person Valuation course.
Webinar 1: Creating Value. Part 1of the Valuation webinar series will provide attendees with an understanding of the licensee’s business model and key success factors, the importance of the licensed intellectual property (IP) in generating value, and how these affect the license terms and negotiation. This pre-course webinar is designed in four parts and intended to be taken in sequence.
Webinar 2: Measuring Value. Join us for part 2 of the Valuation webinar series and learn the key accounting assumptions, the measures and projections that quantify the financial performance of the licensee and how these are used to determine the commercial terms of the license.
Webinar 3: Sharing Value. Part 3 of the Valuation webinar series covers various methods to determine the commercial terms of the license and negotiating these terms to achieve fair allocation of license value between the licensor and licensee.
Webinar 4: Startup Issues. Join part 4 of the Valuation webinar series and listen as presenters discuss the different issues specific to licensing startups, such as taking equity as partial consideration for the license and much more.
Part 2: In Person Session.
The first half of the course examines concepts such as valuation versus pricing and risk, and then covers a series of valuation methodologies, including cost, industry standards (comparables), rules of thumb, discounted cash flow and equity. The first segment concludes with a review of payment structures within a license.
The second half of the course consists of two real-world case studies. The class will be divided into groups to develop license term proposals for the two technologies that will be discussed by the class.
In Person Session Agenda
In-person session will take place in Mexico City. (address to be confirmed).
Valuation Course Schedule
Valuation Course Value