Business lessons are often best learned through real-life experiences, and by seeing what other successful companies have done to deal with the opportunities and challenges they face.
▪ Reviewed and drafted Master Service Agreements, Projects Agreements, Change Order forms, and related documents to ensure Best PracticesClient Case Studies
Client
Established national provider of electrical construction, electrical service, and technology infrastructure services for general contractors, National Accounts, facility managers, and building owners.
Solutions
▪ Created and implemented national lien protocol to reduce delinquent accounts and legal expenses, as well as improve client relations and cash flow predictability
▪ Counseled and helped secure trademarks and related intellectual property for critical marketing elements during rebranding campaign
▪ Strengthened retail Credit Application offered to customers
▪ Ongoing risk management and dispute resolution
▪ Designed bankruptcy forecast model to predict impact of possible preferential payments
▪ Advised on real estate purchases and financing options
▪ Examined HR practices, handbooks, employment agreements, and similar for compliance and Best Practices
Client
Early-stage lifestyle products company creating and introducing new solutions to the marketplace by leveraging social media and highly visible trends in environmental activism.
Solutions
▪ Counseled on proper entity formation and legal relationship among the founding partners, as well as equity-holding Board of Advisors
▪ Created legal fundraising vehicle to raise initial angel investment and gave investment presentation advice and feedback
▪ Strategic advisor on selection of key vendors and negotiating favorable agreements on production and joint ventures
▪ Led prior art search and opinion on patentability
▪ Filed and prosecuted patent application for critical product lines
▪ Trademarked key branding elements including name, logo and tagline
Client
Multi-million dollar online brokerage with double digit annual growth who was diversifying its core business operations and revenue sources
Solutions
▪ Provided analysis and counsel creating proper contractual relationships to evolve client’s online business from a traditional vendor with inventory to a marketing and lead generation company
▪ Drafted online contracts and helped client address related turbulence between companies involved in the business model transition
▪ Led patent brainstorming session, prior art searches and application drafting
▪ Corporate infrastructure and risk management advice
▪ Counseled on strategic policy for dealing with cyber squatters and related trademark infringement, including ICANN protocols and hearings versus traditional state and federal litigation
Client Case Studies
* client case studies
Client Case Studies
Client Case Study
Nondurable (soft) goods inventor and manufacturer with a breakthrough product line needed to create a strategy to enter the U.S. and international markets. Multiple investors and clients were involved in the successful launch of this new venture and its subsidiaries.
Client Case Study
Multi-million dollar ecommerce video conference portal with international software design needed help solving several disputes, negotiating new licensing and partnership agreements, and creating infrastructure that would allow it to manage and accelerate its growth.
Client Case Study
Start-up marketplace/clearinghouse for the therapy industry needed to package and protect its core technology, consider regulatory and taxation issues, and build a transactional infrastructure to allow the technology to scale within the industry and across others.