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Multidisciplinary Alternative Investment Valuation and Financial Advisory Firm Transparently Serving the Full Range of Attorneys, Asset Managers, CFOs, and CPAs TM

NAV Valuation & Advisory LLC - Alternative Investment Valuation & Financial Advisory Firm

Cutting-Edge Alternative Investment Valuation and Financial Advisory Firm Transparently Serving the Full Range of Asset Managers, Attorneys, CFOs, and CPAsTM

View the 1-minute Firm Overview Introduction and Recent TV Interviews

Justin Kuczmarski,
MBA, CPA, CVA, CIRA, ABV
President

Intangible Asset Valuation: Patent

 

In an increasingly intellectual property-driven economy, a company's intangible assets are often its most vital assets. Intangible assets are also likely a key source of competitive advantage.

It is estimated that over 60% to 70% of major corporate value can be attributable to intangible value. Intangible value is accordingly the primary driver of overall business enterprise value for most companies. This intangible percentage is higher for technology and service firms that rely on strong brands, customer lists, workforces, and cutting-edge IT to driver their competitive edge and value proposition. In addition, patents are often a major value driver for companies in the healthcare, technology, and biotechnology industries.

Intangible assets are analyzed and valued for a host of reasons. We analyze and value client intangibles for financial reporting, tax reporting, litigation, and M&A. The NAV team also assists clients in negotiating intangible value in M&A transactions. We also perform tens of informal valuations of intangibles for our transfer pricing opinions. Furthermore, our leading intangible valuation practice has deep experience across almost every leading industry and within the leading categories of intangible value.   

 

 

 

How We Assist Clients

 

NAV's team deliver cost-effective and supportable valuation services such as internal valuation support, summary valuation reports, and detailed valuation reports. We also offer clients the flexibility to select their reporting option and shift service levels upward or downward during the engagement process. 

How We Are Transparent

 

We perform our services on a flat-fee or hourly basis with leading attorneys, alternative investment funds, CFOs, CPAs, and other C-suite corporate executives. We strongly feel engagement scope and fee ranges should be communicated effectively and efficiently.

We accordingly serve clients in stages, and we encourage clients to take a methodical, calculated approach to deciding which professional offerings are necessary or optional. 

Our first service stage is dubbed the NAV Situation Scan (TM). The Situation Scan helps both our clients and our teams diagnose the services necessary for fulfilment of client objectives. We then communicate the results of the Situation Scan to derive a suggested road-map. The NAV team next proposes a time frame for delivery of service milestones. We are inherently flexible, and our Situation Scans outline a proposed plan of action and not a mandatory obligation. We have found clients cherish this "ramp-up or ramp-down" flexibility that can be implemented at any time.