client stories
Client stories offer a glimpse into how I support entrepreneurs at key moments: launching brands,
navigating marketing risk, and protecting the value they’re building long before disputes arise.
A solid trademark strategy starts before the first label is printed.
- National and global IP licensing agreements
- Trademark and brand licensing for consumer products
- Terms of use and end-user license agreements
- Services agreements
- Manufacturing, distribution, and retail agreements
- Settlements and releases
A dietary supplement company came to me after investing heavily in a new name—packaging, marketing, website, and an online-filed trademark application already in motion. Then a competitor opposed the application.
After reviewing the landscape, it became clear the other company had stronger rights and was prepared to escalate the dispute. In this case, the best strategy wasn’t a costly fight, it was a clean pivot.
My client ultimately rebranded with a mark we cleared properly from the start, avoiding litigation and building a protectable brand that later strengthened their position for investment and acquisition.
early brand protection = long term leverage
A startup brought me in at the earliest stage of a new product launch, working alongside their designer to vet names and choose branding they could confidently build around.
After several rounds of clearance, they selected a distinctive mark that set them apart—and we built a trademark portfolio designed to grow with the business.
When the founders were ready to exit, their intellectual property became one of the company’s most valuable assets, supporting a significantly stronger acquisition outcome.
Compliance and brand strategy go hand-in-hand
A hemp company added the word “organic” to distinguish itself from competitors, not realizing the term is federally regulated.
An environmental watchdog group filed a complaint, and the company needed a fast, practical solution.
I negotiated a favorable settlement and helped the client adjust its packaging and marketing going forward—reducing risk while keeping the brand’s momentum intact.
