1. Transfer Pricing Finding Comparables for Intangibles
RoyaltyStat
Transfer Pricing Finding Comparables for Intangibles
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2. What is RoyaltyStat?
RoyaltyStat is a tool designed to establish arm's length royalty rates for the inter-company transfer of intangibles under the OECD transfer pricing guidelines and under the specific country rules following the OECD guidelines.
contains a database of royalty rates and license agreements accompanied by software that analyses validates and fully documents royalty rate data

3. The RoyaltyStat Difference
What is RoyaltyStat?
The RoyaltyStat Difference
Reliable rate data + Full original documentation=
Comparables that withstand audit and litigation

4. The RoyaltyStat Difference
Design standard:
Under the OECD Guidelines "full contractual terms" of each agreement is required in order to establish comparability- as per the treaties of the USA, Canada, Mexico, UK, France, Japan, Germany, Netherlands, etc

5. The RoyaltyStat Difference
Reliability of rate data
Based on original license agreement data from SEC filing databases
No use of data sourced from trade press, press releases, and unsupported SEC filings
Every license agreement in RoyaltyStat contains at least one numerical (non-redacted) royalty rate or license fee
The highest among tiered royalty rates is reported.
The database is updated every business day.

6. The RoyaltyStat Difference
Reliability of rate data
Over 32,000 license agreements contained in SEC databases were reviewed by RoyaltyStat editors
Only those with un-redacted rate data were included in the database – approximately 6000
Updated daily
Highest numerical rate used in analysis
Each license agreement was carefully analyzed for content: Licensor, Licensee, Type of agreement (15), Territory, Exclusivity, Lump sum payments

7. The RoyaltyStat Difference
Documentation to support “full contractual disclosure”
Every royalty rate in the database has an original license agreement to support it
License agreements in scanned and PDF format
All supporting SEC filings in scanned and PDF format
Description pages in PDF format for each agreement
Printable charts for validity testing on:
Frequency, Duration, Territory, Exclusivity

8. The RoyaltyStat Difference
Powerful menu driven database searching
Search by intangible property, licensor, licensee, SEC filing date, agreement type, SIC codes, effective date
Full text search for additional inquiry
Royalty Tableau present key data field for selection of comparables

9. The RoyaltyStat Difference
Full economic analysis
Summary rate statistics include: Maximum, Minimum, Median, Average, Quartiles
Statistics can be performed on the fly, in order to do "what-if" analysis by changing the dataset, i.e. by changing the records on the dataset
All results can be exported to Excel for further analysis, adjustments and presentation
Validity testing for Frequency, Duration, Territory, Exclusivity

10. Easy to Use
Search
Select
Analyze
Report

11. Easy to Search
Refine your search by choosing SIC codes or Agreement Types. Multiple variables can be selected by holding down “Ctrl”
Use the powerful “Full Text Search” to find all similar agreements.
Search the database of over 6000 agreements for comparable royalty rates using the form below.
Use one or more criteria to define your search.

12. Easy to Select
Search Results are presented on a time-saving “Royalty Tableau”
Select some or all agreements for further analysis based on the summary information presented.
Save them to a Folder.
A license permits the downloading of 100 agreements.

13. Easy to Organize Organize the agreements in folders for easy analysis.
Once in a folder they do not have to be downloaded again and are available for future searches.

14. Easy to Review & Analyze
From the folder you can view, print, or save the selected license agreements, and produce online summary statistics and exploratory graphs of royalty rates. 
Select individual agreements from your folder for detailed analysis or select them all by checking the box at the top of the tableau.
Each agreement has a summary “file card” giving key data for easy scanning

15. Full Documentation
Scanned and PDF versions of the original SEC Filing provide context for the license agreement. They can be printed or saved.

16. Full Documentation
Scanned and PDF versions of the original License Agreement They can be printed or saved.

17. Full Documentation Instantly retrieve full royalty rate statistics.
Recalculations and “what ifs”can be done “on the fly” simply by changing the dataset.

18. Full Documentation Test your results against 4 key variables:
Territory
Frequency
Test your results against 4 key variables:
Frequency, Duration, Territory and Exclusivity
Presented graphically and can be printed for presentation.
Duration
Exclusivity

19. Full Documentation
Export your findings from any results page to MS Excel for further analysis, adjustments or customized presentation
No more re-entering data.

20. Full Documentation
RoyaltyStat delivers a complete documentation package consisting of:
Summary Statistics
Validity Tests
Summary of Each Agreement
Original License Agreement
Original SEC Filing
Print a PDF summary of each license agreement

21. Full Documentation
Prepare detailed client invoices for inclusion in the client file.

22. RoyaltyStat For pricing or further information visit
Transfer Pricing Finding Comparables for Intangibles
For pricing or further information visit