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PRESENTERS TODAY
*Designed by Layerace - Freepik.com
JACK GILLESPIE
IP Valuation Analyst
SAJ ALI
IP Valuation Manager
© Metis Partners 2017
RECAP
SERVICES
Market leaders specialising in
valuing IP
REACH
Headquarters in Glasgow
Broad presence in Silicon Valley, CA and London. New
Sofia office.
TEAM
Growing multi-disciplinary team
*Designed by Layerace - Freepik.com© Metis Partners 2017
THIS WEBINAR
2a
Common IP assets
that are overlooked
1
Why IP assets are
often overlooked in
a business and the
dangers this brings
2b
Case studies and
examples of hidden
IP that we have
helped companies
identify
3
How to identify
hidden IP assets
© Metis Partners 2017
1 HIDDEN IP ASSETS
• Tangible assets are just the “tip of the
iceberg”
• There are so many IP assets “hidden under the
surface” of a company that could be identified
and could be valuable
© Metis Partners 2017
1 THE USB STICK ANALOGY
What wouldn’t you
want falling into
the hands of a
competitor?
© Metis Partners 2017
1
UNAWARE IT CAN BE PROTECTED
UNAWARE OF POTENTIAL
VALUE
REASONS FOR OVERLOOKING IP
DAY-TO-DAY EFFECT
UNAWARE OF ACTUAL VALUE
You work with it
everyday, but do you
ever think of the value?
IP doesn’t have to be
formal to be protected
You might not be doing
anything with your IP,
but think of what a
competitor could do
Think of how critical
your IP is to your
business. Could you live
without your data,
trade secrets etc.?
© Metis Partners 2017
1
• Producer of SpongeBob cartoon, Viacom,
left fictional restaurant, Krusty Krab,
unprotected
• Businessman looked to capitalise by making
trade mark application for the name himself
and opening restaurant chain
• Costly legal proceedings required to resolve
A TRADE MARK BATTLE UNDER THE SEAEven SpongeBob has trade mark issues
© Metis Partners 2017
2a PRODUCT BRANDS
• Product brands are often spun out into new
companies, so get protection early, as this can
increase the value/ease the transition
• Lack of formal protection can lead to
problems later in product life
• Formal registration brings many tools to your
arsenal – domain names, social media etc.
• Don’t make the marketing materials before
you protect the product brand
© Metis Partners 2017
2b
• Company specialising in healthcare devices
• Separated one product treating a specific
condition
• Metis Partners helped to sell product brand
• Trade mark protection increased value and
provided assurances to buyer
CASE STUDYProduct brand in healthcare
© Metis Partners 2017
2a TRADE SECRETS
• Often overlooked
• Can compliment another asset (e.g. patents)
• Important for future R&D plans – don’t reveal
your plans too early
• Get a manager – get a register
• Put trade secrets at the core of your company
culture
© Metis Partners 2017
2b
• Poultry producer unsure of form of protection
they had over a particular bird
• Metis Partners identified IP as trade secret as
opposed to legal right and produced valuation
• Company able to protect IP and increase its
monetary value
CASE STUDYDuck, Duck, Goose
© Metis Partners 2017
2a DATA
• Constantly used and created but rarely
considered when it comes to IP
• CRM systems – is yours easily replicable?
• Customer lists, pricing information, order
history, buying habbits
• It’s not all to do with customers; Negative
know-how, software testing data are also
valuable
© Metis Partners 2017
2b
• UK’s oldest management institute
incorporated in 1918
• Metis Partners identified valuable IP assets –
student members database, which contained
details on partially completed courses
• IP assets sold to Industry Qualifications who
were able to ensure students picked up
where they left off with their studies
CASE STUDYThe Institute of Administrative Management (IAM)
© Metis Partners 2017
1PRODUCT/SERVICE
Product Brands
Echo, Kindle
Critical Relationships
Amazon Sellers
2PURCHASE PROCESS
Website & Software
Ecommerce
Domain Names
Amazon.com
Copyright
Product Information &
Images
3WAREHOUSE/DELIVERY
Software
Warehouse/Delivery
Management
Designs
Warehouse Floor Plans
4
PRODUCT
DEVELOPMENT
R&D
Technical Data, Negative
Know-how
Patents
Drones
Customer Database
© Metis Partners 2017
3 IP MAP: AMAZON
5 KEY TAKEAWAYS
1 2 3 4 5
Take regular stock of IP
owned – put protection in place to
safeguard it
Link USP with IP and
communicate to key
stakeholders
Implement strategies to
manage valuable IP
Record and protect IP
upon identifying it – don’t wait until problems
arise
Think about the
potential value and
uses of IP by third parties
© Metis Partners 2017
THANK YOU!
We are available to discuss any of your IP
needs in more detail, so please get in touch!
Jack Gillespie or Saj Ali
0141 353 3011
NEXT WEBINAR:
• Insolvent IP Webinar - Do insolvent brands hold any
value?
© Metis Partners 2017