IP Audit & Evaluation


Intellectual property (IP) assets such as patents, trade marks, design rights, copyright and know-how, are important to achieving competitive edge and financial growth.

An IP Audit is important as it allows you to:

  • Fully understand what you own and its relationship to your organisation and industry (Commercial & Research organisations)
  • Understand third-party IP dependencies and their implications(Commercial & Research organisations)
  • Avoid loss of IP Rights and increase the value of your existing IP (Commercial & Research organisations)
  • Identify ways to align your overall IP strategy for your organisation (Commercial & Research organisations)
  • Identify critical process or skills shortages (Commercial organisations)
  • Identify potential commercial opportunities and tax savings from your IP (Commercial & Research organisations)
  • Support due diligence efforts for mergers and acquisitions or IP-backed financing (Commercial organisations)


Evaluating your IP assets both formal and informal enables an organisation to understand

  • The appropriate methods of protection available(Commercial & Research organisations)
  • Possible commercial potential(Commercial & Research organisations)
  • How dependent services/products are on the IP assets (Commercial organisations)
  • The extent to which they support or underpin key revenue-generating products and services (Commercial organisations)

IP Protection

Organisations have both formal and informal IP assets. Following identification and evaluation of these assets they should be protected using the appropriate procedures and structures.

IP risk Management policy

Risk management is essential for both good governance and sensible strategic planning. IP risk management addresses the risk from an intellectual property (IP) perspective, with the aim of reducing:

  • the likelihood of leakage of an organisation’s IP assets into the public domain and
  • exposure to inadvertent infringements of third party IP.

We work with businesses to employ risk mitigation strategies from employees, third parties infringing your IP and your organisation inadvertently infringing 3rd party IP.

IP Management

IP management involves the practices and processes used to manage IP assets. We work with organisations to develop the appropriate IP management structures for their needs covering IP ownership and employees, IP protection process, IP risk management, trade secret policy management, brand and trade mark management etc.

IP Valuation & Finance

An IP Valuation is an estimate of what your IP is worth and is highly important when you are seeking a licensing opportunity, are part of a merger, or are looking for funding.

An organisation should seek an IP valuation

  • When you are looking to licence or sell your IP
  • When you are part of a joint venture
  • When you are seeking funding from investors or banks
  • When you are seeking IP-based tax relief

IP assets are capable of transforming funding options available to businesses, particularly as finance providers increasingly recognise the ability to take security over these valuable assets under different corporate structures.
IP Finance is based on using IP assets as security in an investment or lending scenario and can be used to raise finance, increase a company’s balance sheet and restructure debt.

IP Monetisation

IP commercialisation involves different business models and structures to exploit IP assets thereby generating new revenue streams for those IP related assets. IP commercialisation structures include licensing, assignment, divestment or Joint venture. We work with organisations to monetise their intellectual assets in the most effective manner.