Valuation Resources

Bibliographies by Subject

Valuation and Royalties

JT Research LLC

Beutel, Phillip A. "Valuing Trademarks: The Devil in the Details." Marsh & McLennan Companies.

Chiarello, Mark. "Valuing Trademarks in the Context of a §482 Income Re-Allocation." Student Paper.

Ciocoi, Adrian. "Determination of a fair market royalty rate." Valuation Strategies; Sep/Oct 2002.

Cromley, J. Timothy. "Professional Patent Appraisal." Business Valuation Review, March 2002.

Harris, Jean E. "Valuing Intangibles: A Primer." Money for Nothing? Valuing the 21st Century Balance Sheet - Goodwill & Other Intangibles. Mercer Capital, July 10, 2002.

Kam, Steve and Rene Hlousek. "Valuation of Intellectual Property: A Powerpoint Presentation." Houlihan Valuation Advisors. (pdf)

Mard, Mike. "Income Approach to Valuing Intellectual Property." Licensing Journal, September 2000. (pdf)

Mard, Mike. "Intellectual Property Valuation Challenges." Licensing Journal, May 2001.

Mard, Mike. "Analysis of Royalty Rate Based on Market Comparisons." Licensing Journal, February 2001.

Mard, Mike. "All Pro Sports Camps, Inc. v Walt Disney Company: Analysis of Royalty Issues." Licensing Journal, January 2001.

Reilly, Robert F. and Manoj P Dandekar. "Valuation of intangible contract rights." The CPA Journal; New York; Jun 1997.

Robak, Espen. "Lessons from Nestle v. Comm'r: Second Circuit rejects popular trademark valuation method." Journal of Corporate Taxation. Summer 1999.

Smith, Gordon V. and Russell L. Parr. Valuation of Intellectual Property and Intangible Assets, Smith & Parr, John Wiley & Sons, Inc., New York, 3^rd Edition, 2000

Stack, Alexander J. et. al. "Reasonable Royalty Rates and the "25% Royalty Rule" for Intellectual Property." Business Valuation Review, December, 1999.

To obtain copies of the articles in this bibliography:

Check the holdings of your local libraries. If the journals are not available, ask the librarian to obtain copies via interlibrary loan.
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