Intellectual Property Valuation Calculator
Understanding the value of your intellectual property is critical for licensing negotiations, M&A transactions, litigation, tax planning, and strategic decisions. This calculator helps estimate professional IP valuation costs based on the type of IP, valuation purpose, methodology requirements, and report detail level. Whether you need a quick assessment or a certified expert report for litigation, get accurate cost estimates for your IP valuation needs.
Try the Calculator
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export function intellectualPropertyValuationCalculator(form: FormTs) {
// IP types and base valuation fees
const ipTypes: Record<string, { baseFee: number, hours: number }> = {
'patent-utility': { baseFee: 5000, hours: 20 },
'patent-design': { baseFee: 2500, hours: 10 },
'patent-portfolio': { baseFee: 15000, hours: 50 },
'trademark-single': { baseFee: 1500, hours: 6 },
'trademark-portfolio': { baseFee: 5000, hours: 18 },
'copyright-single': { baseFee: 1000, hours: 4 },
'copyright-portfolio': { baseFee: 3500, hours: 12 },
'trade-secret': { baseFee: 3000, hours: 12 },
'software-code': { baseFee: 4000, hours: 15 },
'brand-value': { baseFee: 8000, hours: 30 },
'licensing-rights': { baseFee: 3500, hours: 14 },
'comprehensive': { baseFee: 25000, hours: 80 }
};
// Valuation purposes
const valuationPurposes: Record<string, number> = {
'internal': 0.8,
'licensing': 1.0,
'sale-acquisition': 1.2,
'litigation': 1.5,
'tax-reporting': 1.1,
'financing': 1.15,
'insurance': 0.9,
'bankruptcy': 1.3
};
form.addRow(row => {
row.addTextPanel('header', {
computedValue: () => 'Intellectual Property Valuation Calculator',
customStyles: { 'font-size': '1.5rem', 'font-weight': '600', 'color': '#1e293b' }
});
});
form.addSpacer({ height: 20 });
// IP Type Section
const ipSection = form.addSubform('ipType', { title: '💡 Intellectual Property Details' });
ipSection.addRow(row => {
row.addDropdown('type', {
label: 'IP Type',
options: [
{ id: 'patent-utility', name: 'Utility Patent' },
{ id: 'patent-design', name: 'Design Patent' },
{ id: 'patent-portfolio', name: 'Patent Portfolio' },
{ id: 'trademark-single', name: 'Single Trademark' },
{ id: 'trademark-portfolio', name: 'Trademark Portfolio' },
{ id: 'copyright-single', name: 'Single Copyright' },
{ id: 'copyright-portfolio', name: 'Copyright Portfolio' },
{ id: 'trade-secret', name: 'Trade Secret' },
{ id: 'software-code', name: 'Software / Source Code' },
{ id: 'brand-value', name: 'Brand Valuation' },
{ id: 'licensing-rights', name: 'Licensing Rights' },
{ id: 'comprehensive', name: 'Comprehensive IP Audit' }
],
defaultValue: 'patent-utility',
isRequired: true
}, '1fr');
row.addDropdown('industry', {
label: 'Industry',
options: [
{ id: 'technology', name: 'Technology / Software' },
{ id: 'pharma', name: 'Pharmaceutical / Biotech' },
{ id: 'manufacturing', name: 'Manufacturing' },
{ id: 'consumer', name: 'Consumer Products' },
{ id: 'media', name: 'Media / Entertainment' },
{ id: 'financial', name: 'Financial Services' },
{ id: 'healthcare', name: 'Healthcare' },
{ id: 'automotive', name: 'Automotive' },
{ id: 'other', name: 'Other' }
],
defaultValue: 'technology',
isRequired: true
}, '1fr');
});
ipSection.addRow(row => {
row.addDropdown('purpose', {
label: 'Valuation Purpose',
options: [
{ id: 'internal', name: 'Internal Planning' },
{ id: 'licensing', name: 'Licensing Negotiation' },
{ id: 'sale-acquisition', name: 'Sale / Acquisition' },
{ id: 'litigation', name: 'Litigation Support' },
{ id: 'tax-reporting', name: 'Tax Reporting / Transfer Pricing' },
{ id: 'financing', name: 'Financing / Collateral' },
{ id: 'insurance', name: 'Insurance Purposes' },
{ id: 'bankruptcy', name: 'Bankruptcy / Restructuring' }
],
defaultValue: 'licensing',
isRequired: true
}, '1fr');
row.addInteger('assetCount', {
label: 'Number of IP Assets',
min: 1,
max: 100,
defaultValue: 1
}, '1fr');
});
// Scope Section
const scopeSection = form.addSubform('scope', { title: '📊 Valuation Scope' });
scopeSection.addRow(row => {
row.addDropdown('methodology', {
label: 'Valuation Methodology',
options: [
{ id: 'cost', name: 'Cost Approach' },
{ id: 'market', name: 'Market Approach' },
{ id: 'income', name: 'Income Approach' },
{ id: 'relief-royalty', name: 'Relief from Royalty' },
{ id: 'multi-method', name: 'Multi-Method (+50%)' }
],
defaultValue: 'income',
isRequired: true
}, '1fr');
row.addDropdown('reportType', {
label: 'Report Type',
options: [
{ id: 'summary', name: 'Summary Letter' },
{ id: 'detailed', name: 'Detailed Report (+30%)' },
{ id: 'expert', name: 'Expert Report (Litigation) (+75%)' }
],
defaultValue: 'detailed',
isRequired: true
}, '1fr');
});
scopeSection.addRow(row => {
row.addCheckbox('marketResearch', {
label: 'Comparable Transaction Research (+$1,500)',
defaultValue: false
}, '1fr');
row.addCheckbox('financialAnalysis', {
label: 'Detailed Financial Analysis (+$2,000)',
defaultValue: false
}, '1fr');
});
scopeSection.addRow(row => {
row.addCheckbox('legalReview', {
label: 'Legal Status Review (+$1,000)',
defaultValue: true
}, '1fr');
row.addCheckbox('competitiveAnalysis', {
label: 'Competitive Landscape Analysis (+$1,500)',
defaultValue: false
}, '1fr');
});
// Service Section
const serviceSection = form.addSubform('service', { title: '⚙️ Service Options' });
serviceSection.addRow(row => {
row.addDropdown('expertLevel', {
label: 'Valuator Level',
options: [
{ id: 'analyst', name: 'Senior Analyst' },
{ id: 'manager', name: 'Valuation Manager (+20%)' },
{ id: 'director', name: 'Director / Partner (+50%)' },
{ id: 'expert-witness', name: 'Expert Witness (+100%)' }
],
defaultValue: 'manager',
isRequired: true
}, '1fr');
row.addDropdown('urgency', {
label: 'Timeline',
options: [
{ id: 'standard', name: 'Standard (4-6 weeks)' },
{ id: 'expedited', name: 'Expedited (2-3 weeks) (+30%)' },
{ id: 'rush', name: 'Rush (1-2 weeks) (+60%)' }
],
defaultValue: 'standard',
isRequired: true
}, '1fr');
});
serviceSection.addRow(row => {
row.addCheckbox('certification', {
label: 'Certified Valuation Report (+$750)',
defaultValue: false
}, '1fr');
row.addCheckbox('presentation', {
label: 'Management Presentation (+$500)',
defaultValue: false
}, '1fr');
});
// Additional Services Section
const addonsSection = form.addSubform('addons', { title: '✨ Additional Services' });
addonsSection.addRow(row => {
row.addCheckbox('dueDiligence', {
label: 'IP Due Diligence (+$3,000)',
defaultValue: false
}, '1fr');
row.addCheckbox('infringementAnalysis', {
label: 'Infringement Risk Analysis (+$2,500)',
defaultValue: false
}, '1fr');
});
addonsSection.addRow(row => {
row.addCheckbox('licensingStrategy', {
label: 'Licensing Strategy (+$2,000)',
defaultValue: false
}, '1fr');
row.addCheckbox('portfolioOptimization', {
label: 'Portfolio Optimization (+$3,500)',
defaultValue: false
}, '1fr');
});
addonsSection.addRow(row => {
row.addCheckbox('expertTestimony', {
label: 'Expert Testimony (per day) (+$5,000)',
defaultValue: false
}, '1fr');
row.addCheckbox('updateService', {
label: 'Annual Update Service (+$2,500)',
defaultValue: false
}, '1fr');
});
form.addSpacer({ height: 20, showLine: true, lineStyle: 'dashed' });
// Summary Section
const summarySection = form.addSubform('summary', { title: '💰 Cost Estimate', isCollapsible: false });
summarySection.addRow(row => {
row.addPriceDisplay('baseFee', {
label: 'Base Valuation Fee',
computedValue: () => {
const type = ipSection.dropdown('type')?.value() || 'patent-utility';
const purpose = ipSection.dropdown('purpose')?.value() || 'licensing';
const assetCount = ipSection.integer('assetCount')?.value() || 1;
let fee = ipTypes[type]?.baseFee ?? 0;
fee *= valuationPurposes[purpose] || 1.0;
// Asset count adjustment (diminishing per-asset cost)
if (assetCount > 1) {
fee += (assetCount - 1) * (fee * 0.3);
}
return Math.round(fee);
},
variant: 'default'
}, '1fr');
row.addPriceDisplay('methodologyFee', {
label: 'Methodology & Report',
computedValue: () => {
const type = ipSection.dropdown('type')?.value() || 'patent-utility';
const methodology = scopeSection.dropdown('methodology')?.value() || 'income';
const reportType = scopeSection.dropdown('reportType')?.value() || 'detailed';
const baseFee = ipTypes[type]?.baseFee ?? 0;
let adjustment = 0;
// Methodology adjustment
if (methodology === 'multi-method') adjustment += baseFee * 0.5;
// Report type adjustment
if (reportType === 'detailed') adjustment += baseFee * 0.3;
if (reportType === 'expert') adjustment += baseFee * 0.75;
return Math.round(adjustment);
},
variant: 'default',
prefix: '+'
}, '1fr');
});
summarySection.addRow(row => {
row.addPriceDisplay('scopeFee', {
label: 'Scope Add-ons',
computedValue: () => {
let total = 0;
if (scopeSection.checkbox('marketResearch')?.value()) total += 1500;
if (scopeSection.checkbox('financialAnalysis')?.value()) total += 2000;
if (scopeSection.checkbox('legalReview')?.value()) total += 1000;
if (scopeSection.checkbox('competitiveAnalysis')?.value()) total += 1500;
return total;
},
variant: 'default',
prefix: '+'
}, '1fr');
row.addPriceDisplay('serviceFee', {
label: 'Service Adjustments',
computedValue: () => {
const type = ipSection.dropdown('type')?.value() || 'patent-utility';
const expertLevel = serviceSection.dropdown('expertLevel')?.value() || 'manager';
const urgency = serviceSection.dropdown('urgency')?.value() || 'standard';
const baseFee = ipTypes[type]?.baseFee ?? 0;
let adjustment = 0;
// Expert level
const expertMultipliers: Record<string, number> = {
'analyst': 0, 'manager': 0.2, 'director': 0.5, 'expert-witness': 1.0
};
adjustment += baseFee * (expertMultipliers[expertLevel] || 0);
// Urgency
const urgencyMultipliers: Record<string, number> = {
'standard': 0, 'expedited': 0.3, 'rush': 0.6
};
adjustment += baseFee * (urgencyMultipliers[urgency] || 0);
// Certifications
if (serviceSection.checkbox('certification')?.value()) adjustment += 750;
if (serviceSection.checkbox('presentation')?.value()) adjustment += 500;
return Math.round(adjustment);
},
variant: 'default',
prefix: '+'
}, '1fr');
});
summarySection.addRow(row => {
row.addPriceDisplay('addonsFee', {
label: 'Additional Services',
computedValue: () => {
let total = 0;
if (addonsSection.checkbox('dueDiligence')?.value()) total += 3000;
if (addonsSection.checkbox('infringementAnalysis')?.value()) total += 2500;
if (addonsSection.checkbox('licensingStrategy')?.value()) total += 2000;
if (addonsSection.checkbox('portfolioOptimization')?.value()) total += 3500;
if (addonsSection.checkbox('expertTestimony')?.value()) total += 5000;
if (addonsSection.checkbox('updateService')?.value()) total += 2500;
return total;
},
variant: 'default',
prefix: '+'
});
});
const finalSection = form.addSubform('final', {
title: '🧾 Total Estimate',
isCollapsible: false,
sticky: 'bottom'
});
finalSection.addRow(row => {
row.addPriceDisplay('totalFee', {
label: 'Estimated Total',
computedValue: () => {
const type = ipSection.dropdown('type')?.value() || 'patent-utility';
const purpose = ipSection.dropdown('purpose')?.value() || 'licensing';
const assetCount = ipSection.integer('assetCount')?.value() || 1;
const methodology = scopeSection.dropdown('methodology')?.value() || 'income';
const reportType = scopeSection.dropdown('reportType')?.value() || 'detailed';
const expertLevel = serviceSection.dropdown('expertLevel')?.value() || 'manager';
const urgency = serviceSection.dropdown('urgency')?.value() || 'standard';
// Base fee
let fee = ipTypes[type]?.baseFee ?? 0;
fee *= valuationPurposes[purpose] || 1.0;
if (assetCount > 1) {
fee += (assetCount - 1) * (fee * 0.3);
}
// Methodology
if (methodology === 'multi-method') fee *= 1.5;
// Report type
if (reportType === 'detailed') fee *= 1.3;
if (reportType === 'expert') fee *= 1.75;
// Expert level
const expertMultipliers: Record<string, number> = {
'analyst': 1.0, 'manager': 1.2, 'director': 1.5, 'expert-witness': 2.0
};
fee *= expertMultipliers[expertLevel] || 1.0;
// Urgency
const urgencyMultipliers: Record<string, number> = {
'standard': 1.0, 'expedited': 1.3, 'rush': 1.6
};
fee *= urgencyMultipliers[urgency] || 1.0;
// Scope add-ons
if (scopeSection.checkbox('marketResearch')?.value()) fee += 1500;
if (scopeSection.checkbox('financialAnalysis')?.value()) fee += 2000;
if (scopeSection.checkbox('legalReview')?.value()) fee += 1000;
if (scopeSection.checkbox('competitiveAnalysis')?.value()) fee += 1500;
// Service add-ons
if (serviceSection.checkbox('certification')?.value()) fee += 750;
if (serviceSection.checkbox('presentation')?.value()) fee += 500;
// Additional services
if (addonsSection.checkbox('dueDiligence')?.value()) fee += 3000;
if (addonsSection.checkbox('infringementAnalysis')?.value()) fee += 2500;
if (addonsSection.checkbox('licensingStrategy')?.value()) fee += 2000;
if (addonsSection.checkbox('portfolioOptimization')?.value()) fee += 3500;
if (addonsSection.checkbox('expertTestimony')?.value()) fee += 5000;
if (addonsSection.checkbox('updateService')?.value()) fee += 2500;
return Math.round(fee);
},
variant: 'large'
});
});
finalSection.addRow(row => {
row.addTextPanel('timeEstimate', {
computedValue: () => {
const type = ipSection.dropdown('type')?.value() || 'patent-utility';
const hours = ipTypes[type]?.hours ?? 0;
return `Estimated engagement: ${hours}-${hours + 10} hours`;
},
customStyles: { 'font-size': '0.9rem', 'color': '#64748b', 'text-align': 'center' }
});
});
finalSection.addRow(row => {
row.addTextPanel('disclaimer', {
computedValue: () => 'This estimate is for planning purposes. Final fees depend on IP complexity, available documentation, and specific valuation requirements. A detailed scope discussion is required before engagement.',
customStyles: { 'font-size': '0.8rem', 'color': '#64748b', 'font-style': 'italic' }
});
});
form.configureSubmitButton({
label: 'Request Valuation Proposal'
});
}
Frequently Asked Questions
When do I need an IP valuation?
Common situations include licensing negotiations, selling or acquiring IP, litigation damages calculations, tax reporting (transfer pricing, charitable donations), financing using IP as collateral, insurance coverage, and strategic portfolio management.
What valuation methodologies are used?
The three main approaches are: Cost Approach (replacement cost), Market Approach (comparable transactions), and Income Approach (discounted future cash flows). The Relief from Royalty method is a popular income approach variant. Complex valuations often use multiple methods.
How long does an IP valuation take?
Standard valuations typically take 4-6 weeks. Expedited service can compress this to 2-3 weeks. Rush valuations for litigation or transaction deadlines can be completed in 1-2 weeks with appropriate premium.
What's the difference between report types?
Summary letters provide concise conclusions for internal use. Detailed reports include full methodology documentation for business decisions. Expert reports meet litigation standards with comprehensive documentation that can withstand legal scrutiny.