IP Due Diligence

Lær om verdivurdering og hvordan en IP due diligence kan være viktig for bedriften
En IP due diligence er en gjennomgang av virksomhetens immaterielle verdier, blant annet bedriftens patenter, varemerker og design.

På dette kurset vil vi fokusere på due diligence prosessen som finner sted når immaterielle rettigheter skifter hender. Det er viktig å foreta en IP due diligence når en bedrift fusjonerer eller blir kjøpt opp, men det kan også være lurt når immaterielle rettigheter overføres fra en part til en annen av andre grunner, for eksempel ved lisensiering.

Sentrale temaer:

  • Praktiske problemer ved oppstart av prosessen
  • Hvordan evaluere IP porteføljen - identifisere bedriftens IP og eierskap av denne
  • Hvordan begrense risiko og unngå fallgruver
  • Hvordan formidle resultatene

Etter kurset vet du:

  • Hvordan du kan unngå fallgruver når du skal foreta en IP Due Diligence
  • Hvordan du kan formidle resultatene fra IP Due Diligence

En IP due diligence er en kostbar prossess, Avhengig av formålet med analysen, vil dens omfang variere betydelig. Dersom transaksjonen for eksempel involverer en oppstartsbedrift hvor de immaterielle verdiene er den viktigste resursen, vil en due diligence ikke bare informere om risiko, men også informere om avtalebeløpet. På dette seminaret vil vi derfor også se på hvordan en due diligence endres ut ifra type transaksjon.

NB! Kurset holdes på engelsk

I samarbeid med:
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Program

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Beginning Due Diligence – The practical problems
  • Understanding the business goals
  • Practical issues regarding accessing information
  • Privilege and confidentiality issues
  • Developing a comprehensive due diligence checklist to determine project scope under different deal conditions and budget
  • Conducting a Due Diligence project*
  • Changing role of IP – Risk factor to deal driver?
  • Identifying or assessing IPR assets for the transaction
  • Balancing need for information with risk of uncovering negative information
  • Doing your homework in due diligence, risk allocation, strategies and planning
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Evaluating the patent portfolio: Claim construction, term, validity and enforceability
  • Do the patent claims actually cover the product and is anyone infringing?
  • Do the patents have sufficient term for an adequate financial return and are they valid?
  • What are the risks of invalidity or unenforceability in different jurisdictions?
  • Is confidential information important?
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Ownership and joint ownership of patents, trade marks and copyrights
  • The risks of joint ownership
  • Variation of rights of joint owners
  • Investigating inventorship of patents to assess ownership risks
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Evaluating the trade mark portfolio
  • Ownership, scope, validity and enforceability of trade marks
  • Ability to expand the use and registration of marks
  • Legal claims and enforcement activities pertaining to the marks
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Mitigation of Risk
  • Real examples will be used and discussed to illustrate the types of risks that generally arise and how to restructure or end a deal which carries significant risk:
    - How much risk is too much?
    - What if you are asked to make the deal happen even if the risk is high?
    - Can you mitigate that risk?
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Communicating results, preparing the deal documents, and post acquisition issues
  • Confidentiality obligations if the deal doesn't go through
  • Handling negative information
  • What obligations remain if the deal is successful?
  • Practical aspects of file retention
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Avoiding risks and common pitfalls of a due diligence project – A PANEL DISCUSSION
  • The effect of licenses on the deal
    - Licenses in
    - Licenses out
  • Can risks be mitigated?
  • Commonly encountered problems

Foredragsholdere

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Lori-Ann Johnson

Lori-Ann Johnson has more than 25 years of experience in the
areas of portfolio establishment and landscape analysis, due diligence,
including acquisition, freedom to operate, new product launch, and
pre-litigation analysis in the chemical area.

She also has significant experience in all phases of utility and design patent preparationand
procurement, infringement, validity and patentability opinion preparation,
reissue and re-examination practice, interferences, post-grant proceedings
including IPR and PGR before the Patent Trial and Appeal Board (PTAB), and
licensing.

Ms. Johnson routinely lectures in both the United States and Europe on all aspects
of the protection and enforcement of U.S. intellectual property rights,
including chemical patent practice, freedom to operate, due diligence,
acquisition and landscape analysis, and licensing. From August 2003 to August
2009, Ms. Johnson served as resident managing partner of Finnegan's Brussels
office.

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Tom Ekeberg

Tom Ekeberg is a European Patent Attorney at Zacco, specializing in patents related to telecommunications, computers and software. He also works with U.S. patent law and IPR management, strategy, due diligence and litigation.

With more than 20 years of experience in the patent profession, Tom has worked as a patent examiner at the Norwegian Industrial Property Office, as a patent attorney at Onsagers AS, as Director of Intellectual Property at the Norwegian technology firm, The Mobile Media Company AS, and as an independent consultant in his own firm, Whoaah Ekeberg Consulting.

Tom received his Master of Science degree in Electrical Engineering in 1987 from NTNU in Trondheim. He has also completed law courses in Patent Law, Trademark Law and Copyright Law at the University of Oslo, as well as training programs in U.S. Patent Law organized by the U.S. law firm Birch, Stewart, Kolasch Birch, LLP.

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