Transact: Licensing, BD&L, JV & Co-Commercialization
Make partnership economics explicit before optimism gets written into the deal.
I model the commercial and economic assumptions behind licensing, BD&L, joint ventures, regional rights, and co-commercialization, including how value shifts when timing, uptake, partner contribution, or milestones move.
Questions I help you answer
The answers leadership actually needs.
How should upfront, milestones, royalties, or profit share respond to uncertainty?
What happens if one partner underdelivers?
Which geography or indication rights create or destroy option value?
What I model
The drivers that move the answer.
- Upfront, milestone, royalty, and profit-share economics
- Indication and geography rights
- Partner contribution and execution assumptions
- Launch timing, probability, and commercial scenarios
- Value under alternative deal structures
What you get
A model you can interrogate, not a static number.
- Commercial and partnership economics model
- Alternative deal-structure scenarios
- Milestone, royalty, and profit-share sensitivity
- Partner-contribution and downside cases
I can build this from scratch, independently review the model you already have, or rebuild it as a red team when the stakes justify a second analytical path.
Ways to work together
Start with the smallest scope that answers the question.
Build
Forecast Modeling
Scope: fixed before work begins
When you need a new driver-based model or scenario system built around the decision.
See the modeling engagementValidate
Forecast Integrity Review
Typical fee: $25K to $50K
When a model already exists and you want an independent verdict on it in 5 to 10 business days.
See the ReviewChallenge
Forecast Red Team
Most engagements: $125K to $300K
When the economics deserve a fully independent rebuild and a hard challenge, usually over 2 to 6 weeks.
See the Red TeamNext step
Have a decision coming up? Let’s talk it through.
Send me a few non-confidential sentences about the decision and when it lands. I’ll reply personally with an honest read on whether I can help, and the smallest scope that would.