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. Minimize Your Client’s Risk FROM INTELLECTUAL PROPERTY (IP) TO CASH FLOW December 8th, 2015
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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.
• Founder Traklight.com • Co-founder Evolve Law• Forbes, ABA LegalTech Contributor• 30 years business experience• J.D., CPA, CA • MSNBC, AZ PBS, SXSW V2V, LAUNCH Speaker• SUCCESS Magazine Start Small, Win Big 2013 winner
PETER THORSSON
BUSINESS DEVELOPMENT
Peter Thorsson leads business development work for Palo Alto software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed.
ASK Qs
Your client’s world
Competing Daily Tasks
AGENDA
1. Foundational
2. Identify & Inventory IP
3. IP Strategy
4.Financial Projections
5. Compare Actual to Projections
6. Track Over Time
Foundational
• Are you an employee of another company
• Proper assignment of IP rights — personal vs company
Prerequisites required to become certified:1. See a demo of LivePlan2. Sync & map an accounting file in LivePlan3. Build a budget & forecast in your LivePlan account
For a Limited Time: FREE CERTIFICATION!
LIVEPLAN EXPERT ADVISOR CERTIFICATION
Qualifications for the directory listing:1. Be a certified Expert Advisor2. Have three clients using LivePlan
Have your firm promoted to all of our LivePlan small business users seeking financial advice on how to grow their business.