Due Diligence in Transactions Involving Intellectual Property
Due Diligence in Transactions Involving Intellectual Property
复制标题
涉及知识产权交易的尽职调查
DOI：
--
复制
发表时间：
2012
期刊：
影响因子：
--
通讯作者：
J. Ryerson
中科院分区：
文献类型：
--
作者：
E. Meilman;James W. Brady;J. Ryerson
收集信息和评估与商业交易相关的优点、问题和风险的过程被称为“尽职调查”，这是对知识产权资产的获取和战略利用的关键分析。尽职调查是为新企业提供资金的必要前提，在许多其他商业交易中也至关重要，包括合并、收购、许可证、首次公开募股，在许多情况下还包括诉讼。在过去的几十年里，企业更加重视开发和保护其知识资产。这些努力的结果是显而易见的。据报道，2010年，无形资产占财富500强公司市值的80%。然而，在进行尽职调查时，企业很少投入相应的时间和资源来评估知识产权资产。在当前的经济环境下，企业无法承受资源配置效率低下的后果。因此，那些将知识产权尽职调查作为优先事项的企业将更有可能参与成功的交易，从而从投资中获得有利可图的回报。本文概述了每个商业决策者在涉及知识产权的交易中进行尽职调查时应了解的主要原则。然而，每一笔交易都有一套独特的事实，没有一种放之四海而皆准的尽职调查方法。因此，业务决策者应咨询尽职调查顾问，以制定针对每项特定交易的最佳策略。理解交易：确定公司的短期和长期业务目标
The process of gathering information and assessing the merits, issues, and risks associated with a business transaction is called “due diligence,” which is a critical analysis in the acquisition and strategic utilization of intellectual property (IP) assets. Due diligence is a necessary precursor to funding a new venture, and it is critically important in many other business transactions, including mergers, acquisitions, licenses, initial public offerings, and, in many instances, litigation. Over the last several decades, businesses have placed significantly greater emphasis on developing and protecting their intellectual assets. The results of these efforts are palpable. It has been reported that in 2010, intangible assets accounted for 80 percent of the Fortune 500 companies’ market value. Yet, when conducting due diligence, businesses rarely dedicate a proportionate amount of time and resources to the valuation of IP assets. Given the current economic climate, businesses cannot afford inefficient allocation of resources. Accordingly, those enterprises that make IP due diligence a priority will be much more likely to engage in successful transactions and, in turn, reap profitable returns from their investments. This article provides an overview of the main principles that every business decisionmaker should be aware of when performing due diligence in transactions involving IP. Each transaction, however, presents a unique set of facts, and there is no one-size-fits-all approach to due diligence. As such, business decisionmakers should consult with due-diligence counsel to develop a strategy that is optimized for each particular transaction at issue. Understanding a Transaction: Identifying a Company’s Shortand Long-Term Business Goals