What are the materials required for intangible asset evaluation
1. Information provided for the evaluation of intangible assets - non-patented technology"
1. Feasibility study report on non-patented technology. Content includes:
(1) Task basis and background (plan demonstration).
(2) Introduction to this non-patented technology.
(3) Economic evaluation and financial evaluation.
(4) If you are ready to invest, propose an annual investment plan.
(5) If scientific and technological achievements have been converted into productivity applications Provide financial statements for three years (or within three years).
(6) Revenue period and expectations of non-patented technologies Information about the amount of income. Including: the operation and management capabilities, technological update and new product development capabilities of non-patented technology holders; the profitability and income level of non-patented technology; the technical life and economic life of non-patented technology products, unit selling price, sales volume, Market share and profit; unit selling price of products with the same function, market share and profitability of major competitors, etc.
2. Technical information and related results identification of this project Copies of certificates, certifications or awards issued by the department and approval documents from relevant units.
3. Proof of property rights.
(1) If the enterprise provides a copy of the corporate business license pieces.
(2) If the natural person provides the ID card of the asset owner a copy.
4. Specific content of non-patented technology.Including name, category, application products and fields, authenticity, effectiveness, advancement, monopoly, maturity process, identification and verification, etc.
5. Use of non-patented technologies. Including the prerequisites or basic conditions for the use of proprietary technology in terms of economy, technology, equipment, processes, raw materials, environment, etc.; activation time, scope of use, use rights and ownership transfer.
2. Intangible assets - patents Provide information for "right" assessment
1. Copy of corporate business license or natural person ID card.
2. Feasibility study report on the implementation of patent rights.
3. Legal protection status of patent rights. Including patent number, patent certificate issuing department and time, patent announcement document, patent type, patentee, Validity period, renewal time and conditions, etc.
4.The specific content of patent rights. Including patent name, category, applicable fields, ownership of patent use, maintenance, transfer, etc.; advanced monopoly, maturity level of patented technology, etc.
5. Patent usage. Including the prerequisites or basic conditions for the use of the patent in terms of economy, technology, equipment, processes, raw materials, environment, etc., the patent activation time, the scope of use, the number of patent users, the transfer of use rights, etc.
6. Cost and historical income of patent rights . Including expenditure costs for patent application or purchase, holding, continuation, etc.; historical income brought by patent use, authorized use and transfer.
7. The revenue period and expected revenue of the patent right relevant situation. Including the patent protection period, the patentee’s management capabilities, and the technology of the patented product.
Life and economic life, unit selling price, sales volume , market share and profit, unit selling price of products with the same function, and the market of main competitors.
Market share, profitability, patent rights profitability and income level, etc.
8. Technical information and related results identification of this project Copies of certificates, certifications or awards issued by the department and approval documents from relevant units.
3. Intangible assets-trademark rights" evaluation information provided
1. Overview of the trademark owner: including business history, current situation and business performance (including the previous 3 years) Financial Statements).
2. Trademark overview: including laws related to trademark registration Sexual certificate, registration time, registration place, registration certificate number, protection content, trademark application scope, trademark type, trademark legal proceedings, trademark popularity, whether there are other agreements with the trademark, etc.
3. Legal protection status of trademark rights: including trademarks Right registration department and time, approval and relevant announcement documents, trademark owner, validity period and renewal conditions, etc.
4. Use of trademark rights: including trademark activation Time, number of trademark users, authorized use and transfer of use rights; trademark use scope, place, object, number of times or quantity of use, etc.
5. Cost and historical income of trademark rights : Including expenditure costs for trademark right declaration or purchase, holding, etc.; historical benefits brought by trademark use, authorized use and transfer.
6. Trademark popularity, advertising and publicity, similar products Product brand name.
7. The expected life and income of the trademark: including the use of the trademark The expected lifespan, unit selling price, sales volume, market share and profit of the trademarked products, the unit selling price of the same product, the market share and profitability of the main competitors, etc.
8. The client’s future economic plan.
9. Future financial data forecast: production and sales forecast ; Cost and expense forecast; Profit and loss forecast.
10. Related industrial policies, fiscal and taxation policies and other macroeconomics Policies and their impact.
11. Enterprise’s future income forecast: including annual sales and output , sales revenue, cost of sales, sales expenses, administrative expenses, financial expenses, pre-tax profits and corporate profit margins.
12. Copy of corporate business license or natural person ID card pieces.
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