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Premium Advisory Service · $4,500 Flat Fee

IP Strategy Review:
Know What to Protect and Why  

A full evaluation of your intellectual property position, your competitive landscape, and your filing exposure. Not paperwork for its own sake. A clear answer to the question every business owner eventually faces: what does my IP actually need to do for me?

Eric Karich
USPTO Registered Attorney · Bar Reg. 41,503 · 25+ years exclusive IP practice
Book a Free Strategy Call
IP Strategy Review
$4,500
Flat fee · No open-ended billing · Clear scope
$2,000 credit toward any patent applications filed after the review. The strategy pays for itself.
Review of current and future products and services
Competitive landscape analysis
Full audit of existing IP and registered rights
Risk evaluation and prioritized filing recommendations
Formal written report and live attorney walkthrough
Book a Free Call First
What Is an IP Strategy Review?

A practical evaluation of what your IP needs to do

An IP Strategy Review is a business-focused evaluation of how your company's intellectual property supports what you sell today, what you plan to sell next, and how you make money. The goal is not to generate more paperwork. The goal is to help you make informed decisions about what actually needs to be protected and where legal risk exists.

Most companies that come to Eric for a strategy review are at an inflection point: a product launch, a fundraising round, a new product line, an acquisition, or a competitor who has just entered their space. The strategy review gives them a clear, prioritized picture of what to do next and why.

The review covers both what you already own and what you should be filing. It identifies gaps in existing protection, flags unnecessary spend on low-value assets, and produces a written plan that is suitable for internal decisions and investor or board-level conversations.

Who This Is For
This review is best for companies at a critical IP decision point

Startups before a fundraising round

Investors ask about IP defensibility. A clear strategy and a filed application answers that question before it becomes a problem.

Businesses before a product launch

A new product that enters the market without a patent strategy is a product that competitors can copy on day one.

Companies entering new markets

Expanding into new product categories or geographies creates new IP exposure that existing filings may not cover.

Businesses preparing for acquisition

IP is a core component of company valuation. A clean, well-documented portfolio that is properly assigned and maintained is a significant asset in any deal.

What You Receive

Six deliverables. One flat fee.

1
Discovery and Analysis
Understanding your business, your IP, and your competitive environment
01
Business and Product Review
An attorney-led review of your current and future products and services to understand which aspects of the business deserve the strongest intellectual property protection. This is where Eric learns how you make money and what you are building next.
02
Competitive Landscape Review
A high-level evaluation of how similar products are positioned in the market and where competitors are relying on intellectual property to gain or maintain advantage. Knowing what competitors have filed is as important as knowing what you have filed.
03
Identification of What to Protect
Identify which aspects of your products, services, and operations are most important to protect through patents, trademarks, trade secrets, or other forms of IP. Not everything needs a patent. Understanding what does and what does not is the foundation of a sound strategy.
2
Findings and Recommendations
What you have, what you need, and exactly what to do next
04
Audit of Existing Intellectual Property
A detailed audit of IP already owned by the company, including issued patents, pending applications, trademarks, and other registered rights. Eric evaluates whether there are gaps, overlaps, or low-value assets that should be reconsidered or abandoned.
05
Risk Evaluation and Filing Recommendations
Clear, prioritized filing recommendations based on the findings. Eric identifies areas of exposure, explains what should be protected and what does not require protection, and shows you how to focus spending to achieve the greatest business impact at the lowest unnecessary cost.
06
Formal Written Report and Attorney Walkthrough
A written strategy report and a live attorney walkthrough explaining every finding and recommendation in plain English. The report is suitable for internal planning, executive decision-making, investor diligence, and board presentations.
Flat Fee · No Open-Ended Billing
No hidden fees. No surprises.

The flat fee for the review is $4,500, providing a predictable cost with a clearly defined scope. There are no hourly charges, no add-on fees, and no ambiguity about what is included. Furthermore, $2,000 of the review fee may be applied as a credit toward any patent applications filed after the review is complete. The strategy effectively pays for itself.

$2,000 credit toward any patent applications filed after the review
$4,500
Flat fee
All six deliverables included
How It Works

From first call to written strategy report

1

Free Strategy Call

A 30-minute call with Eric to discuss your business, your products, and whether an IP Strategy Review makes sense for your situation right now. No obligation.

2

Discovery and Analysis

Eric reviews your current products, existing IP, and competitive landscape. You provide relevant materials. This typically takes one to two weeks depending on portfolio complexity.

3

Written Strategy Report

Eric delivers a formal written report covering all six deliverables: business review, competitive landscape, what to protect, IP audit, risk evaluation, and filing recommendations.

4

Live Attorney Walkthrough

Eric walks through the report with you in a live session, explains every recommendation, and answers your questions. The $2,000 credit toward patent filings activates at this stage.

Start with a Free Call

Ready to understand your
IP position clearly?  

Book a free 30-minute call with Eric. He personally takes every call, reviews your situation, and tells you exactly whether an IP Strategy Review makes sense and what it would cover for your business.

Book a Free Strategy Call
(800) 949-0255
eric@karich.net
Huntington Beach, CA · Serving clients nationwide
Free · No commitment · Eric takes every call personally