Increasingly, financial professionals counsel clients have valuable, but intangible, intellectual property assets. These assets, such as patents, trademarks or copyrights, can add significantly to a client's bottom line, but each behaves and is valued very differently. To help clients maximize and protect their intellectual properties (IP), financial professionals need a strong working knowledge of each IP type and function, as well as the origins of each IP's value and how to help measure that value.
Distinguish between the different forms of intellectual property and understand how each functions. Recognize the source of each IP's value and review how that value begins and is protected. Identify the various methods of IP valuation, when those methods are used and how they produce different results.
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