CPA-VERIFIED SMB
Live / Applied — New application — assigned to an examiner (as of 19 Sept 2026)
What this means for you
Not registered yet, but its 20 May 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99836611
- Mark type
- Word mark
- Filed
- 20 May 2026
Goods and services
- Class 035 — Advertising and business services: Business consulting services in the field of small and medium-sized business mergers, acquisitions, and ownership transitions; providing an online platform for structured financial verification and exit readiness preparation for small and medium-sized businesses; business due diligence consulting services
- Class 036 — Insurance and financial services: Financial due diligence services in the field of small and medium-sized business acquisitions; financial verification services for small and medium-sized businesses preparing for sale or ownership transition
Owner
- SoForma, Miami, FL, US
Prosecution history
- 19 Sept 2026 — ASSIGNED TO EXAMINER
- 18 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 20 May 2026 — APPLICATION FILING RECEIPT MAILED
- 20 May 2026 — NEW APPLICATION ENTERED