IP and IT in Corporate Transactions — guides, checklists and articles
43 practical documents on IP and IT in Corporate Transactions, newest first.
By document type
- Toolkits (12)
- Guides (11)
- Articles (11)
- Checklists (9)
Documents
- Brand Valuation and Monetization Toolkit: Royalties, Collateral, and Deal Value · Toolkit — A brand is an asset that appears on no balance sheet until somebody buys it, borrows against it, licenses it, or sues over it - and at that moment somebody has…
- Where the Royalty Lands: IP Holding Companies, Transfer Pricing, and the Tax Shape of a Portfolio · Article — Where a company's intellectual property sits determines who is taxed on the income it produces, and for large portfolios that question is worth more than most…
- Carve-Out and Divestiture IP Checklist: Asset Identification and Splitting, Shared and Retained Rights, Transitional Licences and Services, Recordation and Registry Updates, and Brand Migration Milestones · Checklist — A ten-phase working checklist for the intellectual property workstream in a carve-out, divestiture, or spin-off, usable on either side. Phases one and two run…
- IP Due Diligence Toolkit for Mergers, Financings, and Asset Sales · Toolkit — This toolkit is the cross-discipline guide to intellectual property diligence in a merger, a secured financing, or an asset sale, and it assembles every…
- Selling to the Government Without Giving Away the Technology: Data Rights, Bayh-Dole, and Marking · Article — Selling technology to the federal government transfers rights that most companies never intended to give, and the transfer happens through clauses incorporated…
- When Your Licensor Goes Bankrupt: Trademark Licenses, Section 365, and the Mission Product Rule · Article — For thirty-four years, a trademark licensee whose licensor filed for bankruptcy faced a peculiar and unfair rule: patent and copyright licensees got statutory…
- Valuing and Monetizing a Trademark Portfolio: A Practitioner's Guide to Royalty Benchmarks, Licensing Revenue, and Brand Collateral · Guide — This guide is the operational half of the Rightsy article on trademark valuation, and it assumes you know the three approaches and why relief from royalty does…
- Executing an IP Carve-Out: A Practitioner's Guide to Asset Identification, Shared Rights, Transition Services, and Brand Migration · Guide — A working guide to running the intellectual property workstream in a carve-out, divestiture, or spin-off, on either side. It opens with the timeline that…
- Personal IP Succession Checklist: Asset Identification, Valuation Basis, Transfer Documentation, Termination Right Preservation, and Ongoing Administration · Checklist — This checklist audits the intellectual property position of an estate, a divorce, or a living client planning succession, and it starts with the items lost by…
- Export Control Checklist: Jurisdiction, Classification, Deemed Export Screening, Licenses, and Recordkeeping · Checklist — This checklist runs the export control questions a technology company has to answer, in the order they arise. It begins with jurisdiction and classification,…
- Patent Licensing and Technology Transfer Toolkit · Toolkit — A patent licence is a bounded permission not to be sued, and the value in one lies entirely in the boundaries. This toolkit runs a licence from the decision to…
- Trademark Transactions Toolkit: Licensing, Assignment, and Coexistence · Toolkit — This toolkit assembles the Rightsy corpus into a single reference for the deal paper that moves trademark rights: licenses, assignments, coexistence and…
- Estates, Divorce, and Personal IP Succession Toolkit: Identification, Valuation, and Transfer · Toolkit — Intellectual property is the asset class estates and family lawyers are least equipped to handle, because it is invisible on a bank statement, produces income…
- What Is a Brand Worth? Trademark Valuation, Royalty Rates, and the Numbers Behind the Name · Article — Brands appear on balance sheets, in tax filings, in transfer pricing studies, in loan collateral packages, and in damages testimony - and each of those…
- Carve-Out, Divestiture, and Brand Separation Toolkit: Splitting Assets, Transitional Rights, and Migration · Toolkit — A carve-out asks a question no company has ever had to answer about itself: which half of the business owns each thing. This toolkit assembles the working…
- Splitting a Company in Two: Carve-Outs, Divestitures, and the Brand That Has to Go Somewhere · Article — A carve-out asks a question nobody had to answer while the business was whole: which half owns this. This article works through the four categories every…
- Handling Intellectual Property in an Estate or Divorce: A Practitioner's Guide to Identification, Valuation, Transfer, and Continuing Obligations · Guide — This guide is for counsel administering an estate or advising in a divorce where intellectual property is among the assets. It proceeds in the order the work…
- Building an Export Compliance Program for a Technology Company: A Practitioner's Guide to Classification, Deemed Exports, and Licensing · Guide — This guide builds an export compliance programme for a company whose principal exports are technology, software, and know-how rather than hardware. It starts…
- IP Security Interests and Financing Toolkit: Recordation, Perfection, and Enforcement · Toolkit — Taking security over intellectual property requires two filings in some cases, one in others, and the wrong choice leaves a lender unperfected against exactly…
- Crowdfunding and Pre-Launch IP Toolkit: Filing Timing, Backer Terms, and Copycats · Toolkit — A crowdfunding campaign is a public disclosure of an unreleased product to a global audience that includes the people who will copy it. That single sentence…
- Open Innovation and Prize Competition Toolkit: Submissions, Firewalls, Rules, and Handover · Toolkit — An open innovation programme is an invitation for strangers to send you ideas, and the legal risk runs almost entirely in one direction. This toolkit assembles…
- Open Innovation Programme Checklist: Submission Terms and Consent, Evaluation and Firewall Records, Prize and Competition Rules, Contributor Assignments, and Commercialisation Handover · Checklist — A ten-phase working checklist for any organisation that receives ideas from outside it. Phase one settles the programme's purpose, which determines every…
- What Happens to the Rights When Someone Dies: Intellectual Property in Estates, Divorce, and Personal Succession · Article — Intellectual property passes on death like other property in most respects and unlike it in several that matter enormously. Copyright carries a statutory…
- The Technology That Cannot Leave the Room: Export Controls, Deemed Exports, and the Foreign Filing License · Article — Export control law reaches intellectual property in two ways most IP lawyers do not expect: showing controlled technology to a foreign national inside the…
- Technology Transfer Checklist: Sponsored Research Terms, Material Transfers, Bayh-Dole Compliance, Licence Diligence, and Spin-Out Formation · Checklist — This checklist works a technology transfer relationship from first contact to spin-out financing, in the order the decisions arise. It opens by sorting terms…
- Running an Open Innovation or Prize Competition Programme: A Practitioner's Guide to Submission Terms, Evaluation Records, Prize Rules, and Downstream Rights · Guide — A working guide to designing, running, and defending a programme that receives ideas from outside the organisation. It opens with the question every programme…
- Crowdfunding IP Checklist: Pre-Disclosure Filing Sequence, Campaign Content Clearance, Backer and Reward Terms, Manufacturing Agreements, and Copycat Enforcement · Checklist — This checklist audits a crowdfunding project in the order the work must happen, and the order is set by a single irreversible event. The campaign launch is a…
- Co-Branding Agreement Checklist: Ownership, Approvals, Term, and Exit · Checklist — A co-branding deal fails in the same four places every time: nobody said who owns what the collaboration creates, the approval clause has no clock, exclusivity…
- IP Tax and Holding Structure Toolkit: Entities, Transfers, Royalties, and Documentation · Toolkit — Where a company's intellectual property sits determines who is taxed on the income it produces, and the evidence that decides the question is generated almost…
- Negotiating University and Research Institution Agreements: A Practitioner's Guide to Sponsored Research, Material Transfers, and Licences · Guide — This guide sets out how to negotiate with a university or research institution, starting from the observation that most of the terms a company objects to are…
- IP Holding Structure Checklist: Entity and Ownership Mapping, Transfer Documentation, Royalty Terms, Substance and Recordation, and Audit Files · Checklist — This checklist tests whether an intellectual property ownership structure is supported by the documents that actually exist, which is the question every…
- Ideas Sent to You: Open Innovation, Hackathons, and the Submissions Nobody Wanted to Receive · Article — An organisation that invites ideas from outside creates an obligation it did not have before, and an organisation that receives them unasked creates a…
- Running a Crowdfunding Campaign Without Losing Your IP: A Practitioner's Guide to Filing Timing, Backer Terms, Manufacturing, and Copycats · Guide — This guide is for counsel advising a crowdfunding project, and it is organised around one irreversible event. The campaign launch is a public disclosure of an…
- Structuring a Co-Branding or Joint Venture Brand Arrangement: A Practitioner's Guide · Guide — A structuring and drafting guide for arrangements where two companies put their marks on one product. It begins with structure selection - simple co-branding,…
- Federal Contract IP Checklist: Rights Categories, Assertions Table, Legends, Subject Inventions, and Deliverable Review · Checklist — This checklist runs the intellectual property questions in a federal contract from pre-proposal through delivery, challenge, and transaction. It begins with…
- Brand Licensing Program Toolkit: Structure, Franchise Risk, and Insolvency · Toolkit — A licensing program turns a brand into revenue and, if built badly, into a lawsuit or an abandoned trademark. This toolkit maps the four structural risks that…
- From Laboratory to Licence: University Technology Transfer, Sponsored Research, and the Spin-Out · Article — University research produces a great deal of patentable subject matter and comparatively few commercial products, and the gap between them is filled by a body…
- Structuring IP Ownership for Tax and Business Reasons: A Practitioner's Guide to Holding Companies, Migration, Royalties, and Documentation · Guide — This guide sets out how to build and maintain an intellectual property ownership structure that the intellectual property file can actually support. It works…
- University and Research Institution IP Toolkit: Sponsored Research, Bayh-Dole, and Spin-Outs · Toolkit — A company negotiating with a university for the first time usually assumes it is negotiating with a company, and roughly two-thirds of the terms it objects to…
- Protecting a Trademark License Against Insolvency: A Practitioner's Guide to Drafting, Diligence, and Bankruptcy Court · Guide — This guide is the operational half of the Rightsy article on Mission Product Holdings, and it assumes you know that rejection is breach rather than rescission.…
- Funded Before It Exists: Crowdfunding, Pre-Launch Disclosure, and the Rights You Give Away by Announcing · Article — A crowdfunding campaign is a public disclosure of an unreleased product, made deliberately, to the widest possible audience, before anything has been filed.…
- Two Brands, One Product: Co-Branding, Joint Ventures, and Shared Marks · Article — Two companies putting their marks on the same product create a relationship the trademark system was not designed for, and most co-branding agreements are…
- Negotiating and Protecting Data Rights in Federal Contracts: A Practitioner's Guide to Rights Categories, Assertions, Marking, and Bayh-Dole · Guide — This guide builds the practice that keeps a technology company's rights intact when it sells to the federal government. It starts with the funding analysis at…