Structured Workflows for IP Transfer Valuation

Kachip helps tax teams and advisory firms structure IP transfer analysis, select appropriate valuation methodologies, and generate defensible support documentation in one governed workflow.

The Challenge of IP Transfer Valuation

Excel-Based Models

Fragmented spreadsheets with inconsistent formats and manual data entry errors.

Inconsistent Methodology

No structured process for selecting and applying valuation approaches.

Fragmented DEMPE

Documentation scattered across emails, memos, and shared drives.

Manual Memo Prep

Hours spent drafting valuation memos from scratch for each transaction.

Long Review Cycles

Unstructured review processes leading to delays and bottlenecks.

Poor Audit Trail

No systematic tracking of assumptions, changes, or approvals.

Introducing Kachip

Kachip structures the entire valuation workflow — from transaction intake to defensible documentation — in a single governed platform.

Platform Features

Transaction Intake

Guided wizard capturing asset type, structure, entities, jurisdictions, and purpose.

DEMPE Mapping

Structured capture of Development, Enhancement, Maintenance, Protection, and Exploitation functions by entity.

Methodology Recommendation

System-guided selection of Income, Market, or Cost approach methods based on asset characteristics.

Valuation Modelling

Built-in calculation modules for DCF, Relief-from-Royalty, MPEEM, Cost, and Market approaches.

Scenario Analysis

Compare low, base, and high cases by varying discount rates, royalty rates, growth, and asset life.

Assumptions Register

Central register of all assumptions with rationale and source documentation.

Review Workflow

Role-based review and approval with structured commenting and sign-off.

Report Generation

Automated draft valuation documentation with executive summary, methodology rationale, and audit trail.

Built For

Advisory Firms

Transfer pricing advisory, valuation professionals, accounting firms, and law firms with tax practices.

  • Manage multiple client engagements
  • Assign analysts to transactions
  • Review and approve valuation models
  • Generate client-ready reports

Enterprise Tax Teams

Corporate tax, finance, and legal teams managing internal IP transfers and restructurings.

  • Create internal valuation projects
  • Collaborate across departments
  • Request external review
  • Maintain audit-ready documentation

Request a Demo

See how Kachip can bring structure and governance to your IP valuation workflows.