Meeting The Needs Of Clients

Small and mid-size firms, start-ups and portfolio companies, mature firms, as well as, maturing firms, may not necessarily need or want a comprehensive intellectual property audit, at least initially. Even though it's likely each already has (valuable) proprietary information, competitive advantages and even trade secrets, they may have yet to establish a formal intellectual property position insofar as patents, trademarks, or copyrights are concerned.

Regardless of a company's size or status, each has a fiduciary responsibility to identify centers - chains of proprietary information, competitive advantage and trade secrets and implement reasonable security measures to mitigate the vulnerabilities and threats associated with that information.

We Offer Two Assessment - Audit Options

To help clients make the best decision about protecting and preserving the value of their competitive advantages, proprietary information and trade secrets, we have developed two levels (options) to fit each clients' circumstances, needs, budget and time frame.

#1. Identification, Assessment & Audit of Proprietary-Competitive Advantage Information and Trade Secrets

Emphasis in placed on helping clients identify centers, and chains of valuable, proprietary-competitive advantage information that warrant protection along with the vulnerabilities-threats to that information. Viable and prioritized recommendations will be made for placing designated information in protected and defensible states to preserve and protects its value relative to the competitive-economic advantages it may bring.

#2. Intellectual Property Audit

Identify clients' intellectual property assets (patents, trade secrets, trademarks, copyrights and contractual rights) and liabilities (i.e., ownership risks, effects of third party infringement, breach of contract claims and misappropriation claims). In today's nanosecond world, larger, mature, as well as, still maturing firms, should consider conducting a comprehensive intellectual property audit at least annually.