Empowering innovation with tailored IP and commercialization plans.
General IP and Commercialization Consulting
- IP Valuation & Portfolio Management
Maximize the value of your IP assets and develop a winning commercialization strategy. - Market Positioning & Growth Planning
Align your IP strategy with business expansion goals. - Product Development & Commercialization
Strategize go-to-market execution, prototyping, and licensing deals. - Critical Early-Stage Legal & Commercialization Roadmap
Optimizing Market Positioning, Growth Strategy, Investor Readiness, IP Maximization, Product Development, and Commercialization Milestones during the time from Provisional Patent Filing to PCT/Non-Provisional Filing. - Technology Transfer & Licensing Support
Draft, negotiate, and manage IP licenses, NDAs, MTAs, and CRADAs. Support spinouts and tech transfer from research institutions or federal labs. - Federal Contract Compliance (DFARS/FAR)
Navigate complex regulatory frameworks for federal contracts. - Risk Assessment & Regulatory Strategy
Ensure compliance with industry-specific laws and government regulations. - M&A/In-Licensing Planning
Is the strategic process of preparing for a merger or acquisition, including target assessment, due diligence, risk evaluation, cultural alignment, and integration planning to ensure value and strategic fit. - Digital Twins IP Advisory
Protect and manage rights around AI-based replicas, virtual humans, and data-driven digital models.
Early-stage Federal R&D IP Licensing and Commercialization Consulting
Legal and commercialization support for startups.
- License Negotiation Support
Serve as a legal and strategic advisor for licensees (startups or commercial partners). - License Execution Readiness
Conduct legal due diligence to confirm licensee’s commercialization capacity, regulatory readiness, and IP compliance posture. - Business Planning Alignment
Align IP strategy with licensee’s business model, product roadmap, and investment goals (especially for VC- or angel-funded startups). - License Monitoring Strategy
Develop frameworks for reporting requirements, milestone tracking, and audit preparation to maintain license compliance. - IP Management Planning
Assist in the development of IP management plans for SBIR/STTR or CRADA participants. - Tech Transfer Guidance
Guide clients through the T2 process under Stevenson-Wydler and the Federal Technology Transfer Act. - Regulatory Compliance Advising
Advise on compliance with export control (ITAR/EAR), data rights (DFARS/DFARS 7013), and federal acquisition regulations (FAR/DFARS)
Emerging Federal and State Legislative and Regulatory Strategy
Navigating change at the intersection of law, science, and innovation.
- Areas of Expertise
Science & Technology (S&T) Policy, Intellectual Property (IP) Policy, National Security Policy, and Innovation & Entrepreneurship Policy. - White Paper Development & Policy Impact Reports
Craft insightful science & technology analyses that drive thought leadership and shape industry regulations. - Legal Publication Editing & Review
Enhance accuracy, clarity, and credibility in legal and policy materials. Experience includes ghostwriting, authoring, and co-authoring published law review articles. - Regulatory Landscape Analysis
Track and interpret relevant policy developments and legislative trends. - Clinical Research & IRB Strategy for Wellness Products
Advising wellness and supplement companies on setting up IRB-compliant clinical research studies to reduce liability and support evidence-based marketing, including feasibility assessments, FDA regulatory strategy, and protocol development. - Dietary Supplement Compliance Services
Ensure your products meet FDA regulations and industry standards, including label review, ingredient safety assessments, structure/function claim substantiation, and cGMP compliance support.
Capital Strategy & Funding Readiness
Helping startups and entrepreneurs secure the funding to grow.
- Pitch Decks & Accelerator Applications
Secure funding and stand out in investment pitches (e.g., Shark Tank, government grants). - Funding Acquisition & Investor Readiness
Secure non-dilutive funding and prepare for investment opportunities. - Strategic Guidance for Government Innovation Funding
Leverage SBIR, STTR, and other grant programs. - Investor Outreach & IP Monetization Coaching
Connecting innovators with angel investors, VCs, and IP-focused funds to secure funding. Expert guidance on navigating investor networks like AngelList, Gust, and Crunchbase. - Clinical Research & IRB Strategy for Wellness Products
Advising wellness and supplement companies on setting up IRB-compliant clinical research studies to reduce liability and support evidence-based marketing, including feasibility assessments, FDA regulatory strategy, and protocol development. - Seed and Early-Stage Funding Agreements
Drafting customized Subscription Agreements or Investment Agreements tailored to your specific funding round.Note: If your agreement involves a particular state jurisdiction (e.g., a Delaware, LLC), I will coordinate with or refer you to qualified local counsel
Testimonials
Client success stories
Tech Startup (Puerto Rico)
Jorge Normandia
Puerto Rico
"William was very meticulous when drafting the patent application. He was patient and made sure he understood my idea fully. He also provided guidance for future steps after filing the provisional patent application. Will definitely recommend William to all entrepreneurs looking to patent their ideas."
"William was very meticulous when drafting the patent application. He was patient and made sure he understood my idea fully. He also provided guidance for future steps after filing the provisional patent application. Will definitely recommend William to all entrepreneurs looking to patent their ideas."
"William was very meticulous when drafting the patent application. He was patient and made sure he understood my idea fully. He also provided guidance for future steps after filing the provisional patent application. Will definitely recommend William to all entrepreneurs looking to patent their ideas."
"William was very meticulous when drafting the patent application. He was patient and made sure he understood my idea fully. He also provided guidance for future steps after filing the provisional patent application. Will definitely recommend William to all entrepreneurs looking to patent their ideas."
"William was very meticulous when drafting the patent application. He was patient and made sure he understood my idea fully. He also provided guidance for future steps after filing the provisional patent application. Will definitely recommend William to all entrepreneurs looking to patent their ideas."
Concept & Validation
Legal Foundations & Business Structuring
Product/Prototype Development
Market Launch
Growth & Expansion
Park Clear
Loan Nguyen
Los Angeles, CA
"William does exceptional work, from research, verification to execution. Everything was accomplished on time with urgency and care. I look forward to working with William in the future."
"William does exceptional work, from research, verification to execution. Everything was accomplished on time with urgency and care. I look forward to working with William in the future."
"William does exceptional work, from research, verification to execution. Everything was accomplished on time with urgency and care. I look forward to working with William in the future."
"William does exceptional work, from research, verification to execution. Everything was accomplished on time with urgency and care. I look forward to working with William in the future."
"William does exceptional work, from research, verification to execution. Everything was accomplished on time with urgency and care. I look forward to working with William in the future."
Concept & Validation
Legal Foundations & Business Structuring
Product/Prototype Development
Market Launch
Growth & Expansion
SunnyGo Water Solutions
Sean Duckworth, Founder & Owner
Las Vegas, NV
William is great and communicates effectively. William helped us ensure our product wasn't legally infringing on any similar products. Will certainly do work with again in the near future
William is great and communicates effectively. William helped us ensure our product wasn't legally infringing on any similar products. Will certainly do work with again in the near future
William is great and communicates effectively. William helped us ensure our product wasn't legally infringing on any similar products. Will certainly do work with again in the near future
William is great and communicates effectively. William helped us ensure our product wasn't legally infringing on any similar products. Will certainly do work with again in the near future
William is great and communicates effectively. William helped us ensure our product wasn't legally infringing on any similar products. Will certainly do work with again in the near future
Concept & Validation
Legal Foundations & Business Structuring
Product/Prototype Development
Market Launch
Growth & Expansion
