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Date

9th - 13th November 2020

Course overview

Delivered online in five x three hour training sessions, the Valuation and Deal Making course is designed to upskill practitioners in both the art and the science of valuation. Topics covered include:

  • Fundamentals of technology and business valuation
  • Valuation methods
  • The market approach
  • Practical valuation via the market approach
  • The income approach
  • Using valuation methods to structure financial terms
  • Valuing spin-out companies
  • Valuation’s role in negotiation
  • Valuation case studies

Online delivery

Training sessions are 10:00 – 13:00 GMT every day for five days. All timings are in GMT. Please check your time zone before booking your place.

We will be using Zoom to deliver the course, with a combination of dedicated training time and break-out groups. To attend the course, you will be access to the following:

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone – built-in or USB plug-in or wireless Bluetooth
  • A webcam or HD webcam – built-in or USB plug-in
  • Or, a HD cam or HD camcorder with video capture card

You can find Zoom’s full system requirements here. Please check that your organisations IT setup allows the use of Zoom.

Accreditation and Certification

This course is accredited by the Alliance of Technology Transfer Professionals (ATTP) to provide 15 Continuing Education points which can be used when applying for professional recognition as a Registered Technology Transfer Professional (RTTP).

Course Fee

The online course costs £495 + 20% VAT per participant. Advance payment is required. To book online and pay for your place please use the form at the bottom of the page.

Places are limited and will be allocated on a first-come, first-served basis.

Please read Oxentia Ltd’s training terms and conditions in full before booking.

If you have any questions please email events@oxentia.com

Whats included?

  • 15 hours of interactive online teaching across five days
  • Access to slides and reference materials (electronic or otherwise) via our online learning platform, Oxentia Enhance
  • An Oxentia certificate of completion
  • 15 Continuing Education points accredited by the Alliance of Technology Transfer Professionals (ATTP)

Agenda

10:30-10:45

Introduction and course overview

Meet your trainers and fellow trainees and get a brief overview of the weeks training

 

10:45-11:30

Fundamentals of technology & business valuation


Topics:

  • The difficult and uncertain process of valuing IP and why it is important
  • Different valuation techniques

Learning outcomes:

  • Understand the importance of valuation for new
    technologies and companies
  • Develop skills in identifying and utilizing the most appropriate valuation techniques

 

11:30-11:45 – Short break

11:45-12:30

Market Approach


Topics:

  • What is the market approach
  • When is it appropriate to use it?
  • Example of market approach as used for a life sciences technology

Learning outcomes:

  • Appreciate the challenges of using the market
    approach
  • Find useful tools to employ when using the market approach

12:30-13:30

Practical exercise: Using the market approach to value a technology

10:30-12:00

Valuation methods: The income approach – Part 1


Topics:

  • An overview of the income approach to valuation
  • Important factors to consider when using the income approach
  • How different stakeholders view the usefulness of this method

Learning outcomes:

  • Understand of the discounted cash flow method and net present value calculations
  • Learn to account for risk factors that influence IP valuation
  • Understand relevant cash flows and discounting considerations

 

12:00-12:15 – Short break

12:15-13:30

Practical exercise: Using the income approach to value a technology

10:30-11:30

Valuation methods: The income approach – Part 2


Topics:

  • Technology valuation and licensing
  • Using the Income approach to structure a licence deal

Learning outcomes:

  • Understand the typical payment terms and how to formulate a licence deal (front loading, backloading, etc.)

 

11:30-11:45 – Short break

11:45-12:15

Practical exercise: Advanced income approach – Applying different valuation methods and structuring financial terms.

The audience will be split into two teams: TTO (licensor) Vs company (licensee) –

  1. Determine the value of tech.
  2. Licensee – using an income approach.
  3. Licensor – using a market approach.
  4. Negotiate to agree on financial terms.

 

#

12:15-13:30

Valuation of spinouts


Topics:

  • Pre-money valuation
  • Valuation from venture capital perspective
  • Company exits

Learning outcomes

  • Understand the approach taken by investors

10:30 – 11:30

Practical exercise: Developing a valuation model

 

11:30 – 11:45 – Short break

11:45 – 13:30

Practical exercise: Negotiation


4 teams:

  • Team 1 and 2 are TTOs, one of which represents the software technology and the other which supports the hardware technology
  • Team 3 is a spin-out company looking to license both pieces of IP into one product that will be their core offering to customers
  • Team 4 is a venture capitalist who is looking to acquire equity in the spin-out company

10:30-12:15

Valuation of a Spinout case study

12:15-12:30 Short break

 

12:30-13:30

RTTP Application process discussion

Book your place

Full price £495.00 + 20% VAT (£594.00).

To book your place on the course, fill out the form below and click on the ‘Buy’ button. This will take you through to our our secure PayPal payment gateway to pay via credit or debit card (you don’t need a Paypal account, you can just click the grey ‘Check Out’ button). Please note that the PayPal price is inclusive of VAT, once the transaction is completed our accounts department will issue you with an itemised receipt including the VAT.

If you are unable to pay online using credit or debit card, you can request an invoice to pay via bank transfer/BACs payment by emailing events@oxentia.com with your details.

If you’re booking on behalf of someone, enter your name in the ‘Booking details’ field and the trainees name under ‘Trainee Details’.

Please read Oxentia Ltd’s training terms and conditions in full before booking.

If you have any questions, please email events@oxentia.com

Booking Details

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