Assessments - due diligence are important to your company’s profitability and sustainability because today, as much as 75+% of its value, sources of revenue and future wealth creation are very likely to lie in intellectual property, intangible assets, proprietary know how and brand integrity.

It’s important for company decision makers to recognize that assessments and due diligence are not exercises that are useful only after a company suspects or experiences a problem or is notified they are a defendant to a lawsuit!  And neither should assessments – due diligence be mere confirmatory reviews using generic checklists.

Assessments and due diligence must provide decision makers with: 

• an objective sense of the assets’ fragility, stability, defensibility and value.

• actionable recommendations for making sound business decisions about protecting, preserving, managing, maximizing and extracting value from those assets.

Mr. Moberly’s first responsibility when conducting assessments and due diligence is to understand how a clients’ company/organization works by becoming familiar with its intangibles, know how, IP, competitive advantages, and brand.

When should companies conduct assessments and due diligence?  For most companies, assessments – due diligence of the type which Mr. Moberly specializes should be conducted to coincide with – as a prelude to any significant transaction – new initiative in which intangibles, IP, proprietary know how, competitive advantages, brand integrity are in play.

How will an assessment – due diligence benefit your company?  In the case of business transactions in which IP and/or intangible assets are in play, an assessment – due diligence can enable a more secure and profitable transaction (not impede it) by providing management teams with clear and timely insight by:

• Identifying embedded – under-the-radar risks, vulnerabilities, and operational complexities that contribute to impairing or entangling knowledge-based assets and serve as preludes to costly and time consuming disputes and challenges…
• Identifying and unraveling internal centers – chains – clusters of assets and competitive advantages and assess the adequacy of safeguards…
• Bringing operational – economic clarity to the company’s intangible assets, intellectual property, know how, brand, and competitive advantages…
• Identifying efficient – effective protection – value preservation measures that are aligned with a transactions’ objective and the organizations’ strategic business plan, i.e., projected returns, exit strategy, and/or life – value cycle of the assets in play.

Mr. Moberly will be glad to schedule a convenient consultation to familiarize you with his specially designed methodology and protocols, pricing, non-disclosure and confidentiality agreements (when applicable) and turn-around times.  Telephone coaching about assessments and due diligence may be another option that ‘fits’ your company and your circumstances.