Small and medium businesses all have valuable intangibles and intellectual property. Learn about the four types of IP and how to identify, protect, and manage your client's IP to minimize risk and maximize value.
2. Disclaimer: This presentation is intended to be general information. Nothing in the
presentation constitutes legal advice. Please consult with an attorney before making
any intellectual property protection decisions.
IP 101
MAXIMIZING CLIENT BUSINESS VALUE
MAY 4, 2016
3. Agenda
Review the four types of IP | Intangible Assets
How to identify and protect IP | Intangibles
Common IP Misconceptions
IP Management Best Practices
Methodology for Advising your Clients
30. Exclude competition
Attract investment (including crowdfunding)
Leverage and license
Avoid IP loss, infringement,
or business failure
When do your clients
Need an IP strategy?
43. 7 Things You Can Do Now
1. Make sure your identify and inventory your IP
2. Think of your IP in all relevant contracts
3. Develop and communicate your IP protection policies in y
our company, make it part of your business
4. Get everyone committed, including your board & senior
management
5. Use due diligence and other risk assessments to know w
here you stand
6. Document and secure your IP in a verifiable way
7. Review your IP protection and proactively manage it
44. Available Resources
BLOG – Traklight.com
HBO’s SILICON VALLEY
SCHOOLS STARTUPS
EBOOK
SLIDESHARE/TRAKLIGHT
@maryjuetten @traklight
Traklight Iron Mountain
Whitepaper on IP Protection, Software Escrow Dummies Book and
other resources contact escrow@ironmountain.com or @Jboruvka
on Twitter plus Technology Escrow Blog @ ironmountain.com
Under the radar is expensive
Rebranding to save TM $
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9.5 -12 Million businesses Estimated to trade hands in the next 10-20 years
70% of small businesses
$10 Trillion in value
35% of small business owners rely on exit for retirement