Table of Contents

The Law and Practice of Trademark Transactions

The Law and Practice of Trademark Transactions

A Global and Local Outlook

Elgar Intellectual Property Law and Practice series

Edited by Irene Calboli and Jacques de Werra

The Law and Practice of Trademark Transactions is a comprehensive analysis of the law governing trademark transactions in a variety of legal and business contexts, and from a range of jurisdictional and cross-border perspectives. After mapping out the international legal framework applicable to trademark transactions, the book provides an analysis of important strategic considerations, including: tax strategies; valuation; portfolio splitting; registration of security interests; choice-of-law clauses; trademark coexistence agreements, and dispute resolution mechanisms. Key features include: • A comprehensive overview of legal and policy-related issues • A blend of approaches underpinning strategic considerations with analytical rigour • Regional coverage of the key characteristics of trademark transactions in a range of jurisdictions • Authorship from renowned trademark experts Practitioners advising trademark owners, including trademark attorneys, will find this book to be an invaluable resource for their practice, particularly where cross-border issues arise. It will also be a key reference point for scholars working in the field.


Roy P. D’Souza

Subjects: law - academic, intellectual property law, law -professional, intellectual property law


Over the past decade, the fair value of intangible assets and intellectual property has been much more prominent on the balance sheets of private and public companies on a global level. While this transition has largely been driven by changes in financial reporting standards, as applicable to business combinations of all forms, a combined increase in licensing and asset (nonenterprise level) transactions has led to a renewed focus on the value creation opportunities afforded by this asset class. Specifically, trademarks, trade names, and brands are a class of marketing related intangible assets where it is not uncommon for corporations to have dedicated, and highly experienced professionals, whose sole focus is value creation and maximization through a combination of organic development, acquisitions, and licensing activities. In this chapter our goal is to provide a foundation for how corporations and investors recognize and measure trademark value, particularly in the context of transaction considerations. We will first review the concept of trademark/ brand life cycles, highlighting how managing brands and attempting to consistently measure value creation provides actionable information for corporate managers. As this knowledge base is commonly rooted in income- and market-based facts and assumptions, we will discuss how this data provides a valuation framework from which to expand on.

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