David Wanetick, Managing Director, IncreMental Advantage
David Wanetick has more than 20 years of experience in Company and Intellectual Property Valuation, Financial Modeling, Strategic Planning, and Negotiations.
He is recognized world-wide for his expertise in valuing emerging technologies and intangible assets such as patents, trademarks, copyrights, contracts, earn-outs and non-compete agreements. His clients include law firms; emerging, mid- and large-sized companies; technology transfer offices; inventors; venture capitalists and private equity firms. Valuations are primarily conducted in the context of negotiating licensing agreements, mergers and acquisitions, patent sales, capital raises and litigation support. He developed the Certified Patent Valuation Analyst Designation.
He has facilitated hundreds of sessions in which CEOs present their strategic plans to their Boards of Directors or members of the institutional investment community. These executives hailed from industries ranging from Advertising Agencies to Water Utilities and have been as diverse as Israeli Security Companies to Canadian Insurers.
He has published articles, been quoted or interviewed, in media outlets such as CNBC, CNNfn, The Wall Street Journal, Barrons, Chief Executive Magazine, Competitive Intelligence, Technology Transfer Tactics, Directors & Boards, Investors’ Business Daily, Newsweek, Intellectual Asset Management, Technology Transfer Tactics, Les Nouvelles, Patent World, CEO Magazine, The CPA Journal, Licensing Journal, Willamette Insights, Valuation Strategies, Valuation Examiner, Business Valuation Update, IP Frontline, IP Litigator, Inventor’s Digest, Private Equity Manager, Research & Development Magazine, and The Canadian Institute of Chartered Business Valuators.
Mr. Wanetick is the author of three books – Bound for Growth: How to Pick Winning Stocks Using Industry Analysis; Hot Sector Investing; and The Power of Incremental Advantage: How Incremental Improvements Produce Dramatically Disproportionate Results. He developed the Certified Strategic Negotiator designation.
He teaches several courses at The Business Development Academy. He has lectured to senior executives and institutional investors all over the United States as well as in Canada, Singapore, Kuwait, Israel, the United Kingdom, Germany, the Netherlands, Belgium, Hong Kong and Malaysia.
Andrew Stanhope, Affiliated Partner
Andrew Stanhope is a senior financial and strategic planning executive who has served in key financial roles and managed the day-to-day financial operations for financial services firms and royalty finance companies. His expertise includes preparing strategic plans and financial models for analysis of acquisitions value-added opportunities, managing metadata, preparing budgets and forecasts, developing action plans and recommending strategies to enhance growth and profitability. He is a proficient technologist whose expertise includes MS Excel, MS Access, VBA, SQL Server.
Areas of Expertise
Financial models, dashboards, and financial forecasts including developing financial models for multivariate stress tests and risk assessments, dashboards summarizing investment alternatives, royalty revenue and liability forecasts, profitability plans, breakeven analyses, operating and capital budgets (using ROI, IRR, DCF, and NPV techniques).
Business and strategic planning including acquisitions, divestitures, expansion plans, product line evaluations, marketing plans, capital plans, financing plans, and capital expenditure plans.
Financial systems and applications development including developing customized databases and reporting systems (using MS Access, MS Excel, VBA and SQL). Utilizes financial and business analysis expertise to liaise between developers and analysts to ensure applications meet specifications.