Cashing In On Your IP
Presented By: ORBA / Venable LLP
Intellectual Property (IP) often represents a significant portion of a company's value—and your IP can include trade secrets, assets, and even your people. But do you know how to accurately assess the worth of your IP when selling a piece of your company, the entire business, or spinning out IP assets. Join us for a rousing conversation about strategies for maximizing IP and asset value, the impact on deal negotiations, and the nuances of IP valuation in different sale scenarios. You'll gain essential insights to leverage your IP effectively in sell-side transactions to achieve optimal outcomes.
Moderator:
Transaction Advisory Manager
ORBA
Luca is a Transaction Advisory Manager in ORBA’s Tax Group. He is responsible for the direction of the client services and has worked for an array of clients in various industries, including closely held businesses, manufacturing, distribution, financial services, technology and construction. Luca has focused his last several years on executing deals in the small-market and middle-market for a variety of buy-side and sell-side transactions. Luca possesses a diverse set of skills which allows him to effectively navigate the complexities of transaction-related services for our clients. He is expert in thoroughly conducting the due diligence necessary to identify and analyze the potential risks, legal issues and other factors impacting transactions. His years of project management experience ensures that deadlines are met and tasks are executed efficiently.
Panelists:
CFO
AmeriPro Roofing
Proven track record delivering value across an enterprise with history of Improving the bottom line, increasing Sales, Customer Experience, IT and Business Processes, Team Development. Operations and Distribution experience providing effective solutions that demonstrate a complete understanding of the business. As a visionary, I provide the objectives of creating or maintaining policies and procedures to support the overall strategic plan for the business unit both operationally and financially.
Strategic planning and development: Improved business utilization, restructuring of departments and procedures, implementation of applications to achieve optimal efficiencies and profit margins
Margin & Revenue Growth: Increased sales by 253% and net profit by 16% by reducing various expenses and implementing new systems allowing us to track our inefficiencies
Enterprise System Innovation: Proven record for implementing cutting edge technical solutions that resolve business issues while managing costs and risks
Segregation of Business Units: After months of review, job costing (managerial accounting) is essential to business and segregating business units identify profitable units using measurements tools like scorecards and dashboards
Employee Reassessment: Reviewed and restructured most departments optimizing their abilities for peak performance.
CEO
Source BioScience
Jay LeCoque is the Executive Chairman of SourceBio. He has over 20 years of senior management experience mainly focused on listed UK life sciences companies. Jay joined the Group in 2016 initially as Non-Executive Chairman and was appointed Executive Chairman in 2017. Jay was also an Executive Director of Bioquell plc from 2016 until its acquisition by ECOLAB in 2019.
Prior to that, he was CEO of Celsis International plc from 2000 to 2009, and remained CEO following a public to private transaction in 2009 to form Celsis International Ltd until its acquisition in 2015. Jay gained an MBA from The Kellogg School of Management.