Phase 2 · Strategy & Planning · From Idea to Executable Plan
Patent & Trademark Advisory
A patent gives the business the legal right to prevent anyone else from using its invention. A trademark gives it the right to its name, its brand, and the goodwill that both represent. Neither protection exists until it is filed.
Patent and trademark advisory is the guidance on when, what, and how to file for patent and trademark protection — the prior art searches, the filing strategy, the jurisdiction decisions, and the ongoing management of the IP portfolio that ensures the business's innovations and brand assets are protected in the markets where they operate and compete.
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 with a genuinely novel technical invention that has never explored whether it is patentable
The technical team has developed something new. The business has assumed that the cost and complexity of patents makes them inaccessible. The invention has been on the market for eighteen months — and the window for certain types of protection may already be closing.
Scenario 2
The business that has received a cease-and-desist letter claiming that its brand infringes a registered trademark it was unaware of
The name the business has traded under for three years, the brand it has built, and the domain it occupies are alleged to infringe a trademark the business never searched for when it launched. The cease-and-desist has arrived and the business does not know whether the claim has merit or what its options are.
Scenario 3
The business expanding internationally and uncertain whether its existing trademark protection covers the new markets
The UK trademark exists. The international expansion is planned. The business does not know whether the UK registration provides any protection in the target markets or whether separate filings are required — and the cost of discovering the answer after a local brand has been built could be significant.
The Impact It Creates
The Moment You Will Feel the Difference.
Patent protection strategy designed — what to file, when, and in which jurisdictions
Trademark portfolio managed — registrations in force, renewals on schedule, and new filings timely
IP infringement claims assessed and responded to with appropriate legal strategy
International IP protection designed for the markets where the business operates
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Patentability assessment and prior art search
- Patent filing strategy and jurisdiction plan
- Trademark clearance search before brand launch or expansion
- Trademark filing and registration management
- IP portfolio management — renewals, monitoring, and maintenance
- IP infringement response advisory
The Outcome
Where You Will Be on the Other Side.
The business's inventions are protected by patents in the jurisdictions where they matter, its brand is protected by registered trademarks before competitors can occupy the space, and its IP portfolio is actively managed rather than allowed to lapse.
Primary Focus
Providing patent and trademark advisory that protects innovations and brand assets through appropriate registration and ongoing portfolio management.
KPI Measurement
- Patents filed and granted
- Trademark registrations in target markets
- IP portfolio renewal compliance rate
- Trademark infringement incidents and resolution
- IP protection coverage vs commercial activity geography
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 patent and trademark that protect the business's most valuable commercial assets are investments in the permanence of its competitive advantage. The ones not filed are the protections that do not exist when a competitor decides they want what the business has built.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2