IP Audit and Portfolio Management
An IP audit is a systematic and comprehensive review of all intellectual property assets owned, licensed, or used by a business, designed to identify, categorise, and assess the value and status of the organisation's complete IP portfolio. Many businesses underestimate the extent and value of their IP assets, holding unregistered IP that could be formalised, maintaining registered IP that is no longer commercially relevant and generating unnecessary renewal costs, or unknowingly using third-party IP without proper licensing. An IP audit addresses all of these issues and provides management with a clear picture of the business's IP position.
Neptune Fiduciaries Group conducts IP audits for corporate clients across all major IP categories including patents, trademarks, copyright, design rights, trade secrets, domain names, and software licences. We prepare detailed IP audit reports that identify all IP assets, confirm ownership and title, review licensing arrangements and encumbrances, assess the adequacy of existing protection, and identify strategic opportunities for additional registration or monetisation. IP audit reports prepared by Neptune Fiduciaries Group are suitable for use in investor due diligence presentations, merger and acquisition transactions, debt financing processes, insurance placements, and internal IP strategy reviews.
Identification of All IP Assets
We systematically identify all registered and unregistered IP assets of the business, including patents, trademarks, copyright works, designs, trade secrets, domain names, software, and database rights, creating a comprehensive IP asset register.
IP Ownership and Title Verification
We verify that the business actually owns all the IP it believes it owns, reviewing employment agreements, contractor assignments, joint development agreements, and registration records to identify and remediate any title gaps or ownership ambiguities.
Licensing and Encumbrance Review
We review all IP licences, security interests, and encumbrances affecting the IP portfolio, assessing whether licence terms are commercially optimal, whether any licences have expired or been breached, and whether any licences would be triggered or affected by a corporate transaction.
IP Valuation for Transaction or Financing Purposes
Where a formal IP valuation is required for a transaction, financing, insurance, or transfer pricing purpose, we coordinate with specialist IP valuation experts to produce a valuation report applying recognised methodologies appropriate to the specific purpose and asset type.
Get in Touch
For further details, please contact Neptune Fiduciaries via email info@neptunecorporate.com or sales@neptunecorporate.com or visit our Contact Us page.
