The Client

A provider of social care and healthcare recruitment services to clients in Scotland including the NHS, local authorities, private hospitals, and private care homes. The Company is highly regarded in this industry and boasts excellent client retention rates.

 

The Assignment

The Company required a desktop valuation of a critical IP asset, principally key organizational knowledge, in order to inform the preparation of evidence for an ongoing legal dispute. The Company also requested us to provide a list of comparable royalty rates and to conduct royalty rate analysis, which would support their negotiation with the other party.

Our Approach

We valued the key organizational knowledge on a fair value basis. Using our Metisology® approach we investigated the ways in which the organizational knowledge was developed, managed, and protected. We reviewed and collated a list of comparable royalty agreements with relevant royalty rate information based on verifiable third-party sources.

We also performed analysis on the social care and healthcare recruitment industry to assess the key drivers of industry growth and the company’s business strategy for achieving its financial forecasts.

The Outcome

We delivered a robust desktop valuation and a list of comparable royalty rates relevant to the Company’s IP asset, to assist the Company’s legal advisors in preparation of evidence for an ongoing legal dispute.

 

IP Assets Valued: Key Organizational Knowledge