Phase 2 · Strategy & Planning · From Idea to Executable Plan
IP Audit & Protection Strategy
Most businesses are sitting on more intellectual property than they realise — and protecting less of it than they should.
IP audit and protection strategy is the structured identification, valuation, and protection of the intellectual property assets the business has created — from patents and trademarks through copyright, trade secrets, proprietary methodologies, and the unregistered IP that is often a business's most valuable commercial asset. We conduct the audit that reveals what the business owns and design the strategy that protects it.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The business that has never conducted an IP audit and does not know what IP it owns or whether it is adequately protected
The business has been generating IP since its founding — software, brand assets, methodologies, designs, and customer data assets. None of it has been formally identified, none of it has been valued, and some of it is unprotected in ways that a competitor could exploit.
Scenario 2
The business that has discovered a competitor using its IP and has no legal basis to take action because it was not properly protected
The competitor's product looks familiar. The methodology is the same. The brand element is confusingly similar. And the business cannot take effective legal action because the IP was never registered, the trade secrets were never documented, and the employment contracts did not include adequate IP assignment provisions.
Scenario 3
The business preparing for investment or acquisition and needing to demonstrate a clean IP position
The investor or acquirer's due diligence has asked for an IP schedule — all IP owned by the business, its registration status, and any disputes or encumbrances. The business cannot produce it because the IP has never been systematically identified or its ownership confirmed.
The Impact It Creates
The Moment You Will Feel the Difference.
Full IP asset inventory established — everything the business owns identified and documented
Protection gaps identified and addressed through registration or contractual protection
IP position clean and documented for investment and acquisition purposes
Legal basis established for action against IP infringement
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- IP audit — all IP assets identified and categorised
- IP valuation — commercial and financial assessment of the IP portfolio
- IP protection strategy — what to register, what to protect contractually, what to treat as trade secret
- Patent and trademark filing programme
- Employment and contractor IP assignment review
- IP due diligence pack for investment and acquisition
The Outcome
Where You Will Be on the Other Side.
The business knows exactly what IP it owns, has protected it through the most appropriate mechanism for each asset, and has the documented IP position that investors, acquirers, and legal proceedings require.
Primary Focus
Conducting a comprehensive IP audit and designing the protection strategy that secures the business's intellectual property assets against exploitation.
KPI Measurement
- IP assets identified and registered
- IP protection gaps closed
- IP portfolio value assessed
- IP infringement incidents vs prior period
- Investment due diligence IP readiness score
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“The IP that is not protected is the competitive advantage that is not protected. The work the business has done to build something distinctive is only as defensible as the protections around it. We find it, value it, and protect it — before someone else benefits from the absence of protection.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2