Focus on what counts

Intellectual Property

Focused on Solving Complex Matters

When a company that is being acquired owns IP, when assets are being transferred to a subsidiary or other related company, when there are estate or gift tax purposes involved, and when prosecuting or defending a case of infringement, you can count on us. Whatever your circumstance, we will work with you or your client to ensure the proper protection is in place, so you can focus on what counts.

How Citrin Cooperman Can Help

In today’s Internet and information-driven culture, it’s more important than ever to safeguard intellectual assets – otherwise ideas and property become ripe for misuse and/or infringement. A revenue generator across all industries, intellectual property (IP) is an area business owners must take seriously by identifying, valuing, managing, and protecting what they create. We identify additional income-generating sources that may be previously unknown by the IP owner.

Our team of professionals has extensive experience in analyzing and appraising all types of IP, including patents, copyrights, trademarks, and trade secrets. We work hands-on with individuals and companies to conduct valuations of IP for financial reporting and tax purposes. Additionally, our valuation work includes corporate planning, mergers and acquisitions, detailed royalty analysis, audits, and assistance in settling claims resulting from the audits, tax planning, and dispute resolution. We also calculate IP infringement damages and testify in support of our findings.

We perform the following IP litigation/economic damages analyses and services:

  • Selection of appropriate damages theory and methodology
  • Expert reports
  • Rebuttal reports
  • Expert witness testimony at deposition, arbitration, mediation, and/or trial
  • Damage calculations involving:
    • Lost profits
    • Lost royalty payments
    • Unjust enrichment
    • Lost goodwill and/or enterprise value
    • Irreparable harm

Our team is comprised of an impressive combination of professionals including Certified Public Accountants (CPA), Chartered Financial Analysts (CFA), professionals with certifications issued by the American Institute of CPAs, including Accredited in Business Valuations (ABV) and Certified in Financial Forensics (CFF), Accredited Senior Appraisers (ASA), Certified Valuation Analysts (CVA), Certified Fraud Examiners (CFE), Certified Insolvency & Restructuring Advisors (CIRA), Certification in Distressed Business Valuation (CDBV), Certified Turnaround Professionals (CTA), and attorneys.