An independent market value for IP, software and other intangibles moving between related entities.
Valuation reports from $5,000 · typically within 10 business days
Tell us what needs valuing. Anthony Vago will be in touch, no obligation.
When intellectual property moves from one entity to another in the same group, there is no buyer and no negotiated price. The value has to be established, and it has to stand up if it is reviewed later. Sherwood Australia prepares AFSL-licensed, fully documented valuations of software, IP and intangible assets for restructures and related-party transfers.
A transfer between related entities is not an arm's-length sale. Nobody has bid for the asset, so the figure used in the transfer documents is only as strong as the work behind it.
Software and IP are also the assets least suited to a rule of thumb. Much of it has never been sold, licensed or separately recorded, and often it earns no revenue of its own. That is why we select the valuation method case by case, based on the asset, the evidence available and the purpose of the transfer.
Our reports set out the asset, the valuation date and every assumption, so the value can be explained and defended by you and by your advisers.
Group and business restructures where IP, software or goodwill changes hands between entities.
Moving IP into a dedicated holding company or unit trust, separate from the trading business.
Transferring a business or its intangible assets from a trust to a company, or the reverse.
Any transfer of software, patents, trade marks or other intangibles between related parties, before or after the event.
Internally developed platforms, applications and code bases, including software not yet generating revenue.
Registered and pending rights, valued on their own or as a portfolio.
Proprietary data sets, know-how, designs and technical documentation.
Goodwill and intangible assets transferred together with the business or the IP.
We confirm the asset, the entities involved and the valuation date, with your accountant or lawyer if helpful.
A structured request for the records relevant to the asset, shared securely at your own pace.
We prepare the valuation and document every assumption.
We walk you and your advisers through the findings and deliver the written report.
We regularly prepare transfer valuations alongside a client's accountant, tax adviser or lawyer. They design the structure and advise on its consequences; we provide the independent market value it relies on. Sherwood Australia is not a tax adviser, and our valuation reports are not tax or legal advice. See also IP valuation, pre-revenue and R&D-stage IP and valuations for tax and CGT.
"Sherwood's valuation work brought clarity and credibility at a critical moment. Their expert report helped resolve a long-standing shareholder dispute without the need for costly litigation. It was a game-changer."
"The valuation prepared by Anthony and the Sherwood team gave us real leverage in our Series A discussions. It was robust, defensible, and tailored to the reality of early-stage MedTech — exactly what we needed."
"We approached multiple firms, but most wouldn't touch our company due to its complexity. Sherwood not only took it on — they delivered a valuation that gave us a solid footing in debt negotiations."
Confidential, no-obligation. Accountants and advisers welcome.
Tell us a little about your situation and Anthony Vago will be in touch — confidential, no obligation. Prefer to talk? Call +61 492 280 220 or email anthony@sherwoodaustralia.com.au.
