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Intellectual Property Valuation - Business Valuation Case Study

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Manage episode 465241711 series 3379459
Content provided by Melissa Gragg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Gragg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Intellectual Property Valuation - Business Valuation Case Study with Certified Business Valuators
Welcome to ValuationPodcast.com, where we delve into the intricacies of business and valuation. I'm your host, Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri.
Today, I'm joined by Michael Koeppel, a seasoned professional with over 30 years of experience in technology, manufacturing, and service industries. He's the founder of eCapital Financing and Lake Lit Advisory Group. In this episode, we focus on a complex business valuation case involving intellectual property, offering insights and best practices for those in the valuation field.
Questions addressed:
What industry is involved in this valuation case study?
What makes valuing intellectual property so challenging?
Which valuation method was used in this case?
What important data or information significantly influenced this valuation?
What were the conclusions of this case study?
Key takeaways:
Understanding Intellectual Property Valuation: The episode highlights the complexities involved in valuing intellectual property, particularly in the context of estate planning and legal challenges.
The Importance of Expert Collaboration: Emphasizes the need for collaboration with legal specialists and other valuation experts to ensure accurate and credible valuation outcomes, especially in specialized fields like intellectual property.
Case Study Insights: Provides detailed insights from a specific case involving the valuation of a medical device company’s intellectual property, discussing the unique challenges faced due to the founder's untimely death and its impact on the company's valuation.
Marketability and Methodologies: Discusses different valuation methodologies applicable to intellectual property, including the importance of understanding marketability and the limited comparables due to the unique nature of intellectual properties.
Best Practices for Practitioners: Offers best practices for valuation practitioners who wish to specialize in intellectual property, stressing the importance of detailed documentation, thorough market analysis, and understanding the legal aspects of IP valuation.
Connect with Michael:
Michael Koeppel
https://www.lakeletag.com/
Email: [email protected]
https://www.linkedin.com/in/michaelkoeppel/
Connect with Melissa:
Melissa Gragg 
CVA, MAFF
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
[email protected]
http://www.BridgeValuation.com 
http://www.ValuationPodcast.com 
http://www.MediatorPodcast.com 
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163
mediator,mediation,mediation tips,learn mediation,divorce advice,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,valuing intellectual property,business evaluation expert,intellectual property value,intellectual property evaluation,ip evaluation,ip valuator,value of intellectual property

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99 episodes

Artwork
iconShare
 
Manage episode 465241711 series 3379459
Content provided by Melissa Gragg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Gragg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Intellectual Property Valuation - Business Valuation Case Study with Certified Business Valuators
Welcome to ValuationPodcast.com, where we delve into the intricacies of business and valuation. I'm your host, Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri.
Today, I'm joined by Michael Koeppel, a seasoned professional with over 30 years of experience in technology, manufacturing, and service industries. He's the founder of eCapital Financing and Lake Lit Advisory Group. In this episode, we focus on a complex business valuation case involving intellectual property, offering insights and best practices for those in the valuation field.
Questions addressed:
What industry is involved in this valuation case study?
What makes valuing intellectual property so challenging?
Which valuation method was used in this case?
What important data or information significantly influenced this valuation?
What were the conclusions of this case study?
Key takeaways:
Understanding Intellectual Property Valuation: The episode highlights the complexities involved in valuing intellectual property, particularly in the context of estate planning and legal challenges.
The Importance of Expert Collaboration: Emphasizes the need for collaboration with legal specialists and other valuation experts to ensure accurate and credible valuation outcomes, especially in specialized fields like intellectual property.
Case Study Insights: Provides detailed insights from a specific case involving the valuation of a medical device company’s intellectual property, discussing the unique challenges faced due to the founder's untimely death and its impact on the company's valuation.
Marketability and Methodologies: Discusses different valuation methodologies applicable to intellectual property, including the importance of understanding marketability and the limited comparables due to the unique nature of intellectual properties.
Best Practices for Practitioners: Offers best practices for valuation practitioners who wish to specialize in intellectual property, stressing the importance of detailed documentation, thorough market analysis, and understanding the legal aspects of IP valuation.
Connect with Michael:
Michael Koeppel
https://www.lakeletag.com/
Email: [email protected]
https://www.linkedin.com/in/michaelkoeppel/
Connect with Melissa:
Melissa Gragg 
CVA, MAFF
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
[email protected]
http://www.BridgeValuation.com 
http://www.ValuationPodcast.com 
http://www.MediatorPodcast.com 
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163
mediator,mediation,mediation tips,learn mediation,divorce advice,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,valuing intellectual property,business evaluation expert,intellectual property value,intellectual property evaluation,ip evaluation,ip valuator,value of intellectual property

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