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IP, Commercialization & Regulatory Consulting

We provide strategic legal and business solutions to help entrepreneurs, policymakers, and businesses navigate complex regulations, secure funding, and drive innovation.

General IP and Commercialization Consulting

Empowering innovation with tailored IP and commercialization plans.

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

Ready to Secure Your Competitive Edge?

Don’t let your innovation go unprotected. Join the startups and inventors who trust us to navigate the complexities of IP law and technology.

Testimonials

Client Experience Highlights

SunnyGo Water Solution

Sean Duckworth, Founder & Owner

Las Vegas, NV

Prior Art & Patentability Opinion Trademark Preparation & Filing
“ 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 ”

Confidential Client

San Diego, CA

San Diego, CA

Prior Art Search & Patentability Opinion Provisional Patent
“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.”

Confidential Pet Entrepreneur Client

Orlando, FL

Orlando, FL

Prior Art Search & Patentability Opinion
“William was extremely professional and diligent. He guided us through the patent process while maintaining full confidentiality and protecting our product’s unique features. Highly recommended!”

ParkClear™ Street Parking Mobile App

Loan Nguyen, Founder

Los Angeles, CA

Prior Art & Patentability Opinion
“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.”

Tech Startup

Jorge Normandia, Founder & Owner

Puerto Rico

Prior Art Search & Patentability Opinion Provisional Patent Drafting & Filing
“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.”
Result: Strong provisional patent application filed, providing investor-ready IP protection for a new tech venture.

Guardian SmartCare

Adapt Original Product Development Contract (with Redlines)
“Will did great! He is VERY intelligent and knows his stuff. He is willing to go above and beyond for his clients!”
Result: Successfully protected innovative IP, giving the client confidence and a clear roadmap for patent strategy.

Confidential Client

Gaming Industry

Confidential Location

Prior Art & Patentability Opinion Trademark Preparation & Filing
“William is extremely professional and knowledgeable. He guided us carefully through the patent process while maintaining strict confidentiality. We highly recommend his services.”

Confidential Client

Gaming Industry

Confidential Location

Prior Art & Patentability Opinion Trademark Preparation & Filing
“William handled our confidential project with great attention to detail. His expertise and clear communication made the process seamless and secure.”

Confidential Client

Gaming Industry

Confidential Location

Prior Art & Patentability Opinion Trademark Preparation & Filing
“William provided exceptional service while ensuring full confidentiality. His insights and professionalism exceeded our expectations.”

Medical Device Start-Up Company

Confidential Representative

Confidential Location

Prior Art Search & Patentability Opinion
“Great experience getting search done. William handled our project with utmost professionalism and ensured full confidentiality.”

Emerging Fitness & Wellness Company

Confidential Representative

Confidential Location

Prior Art Search & Patentability Opinion
“Great working with William again. The process was smooth, professional, and confidential, ensuring all sensitive information was fully protected.”

Major Veterinarian Clinic

Confidential Representative

Confidential Location

Prior Art Search & Patentability Opinion
“William handled our project with great care and attention to detail. His professionalism and confidentiality gave us complete confidence throughout the process.”

Confidential Logistics & Transportation Company

Confidential Representative

Confidential Location

Patent Research & IP Strategy
“William handled our confidential logistics project with precision and professionalism. His guidance on IP strategy gave us confidence and clarity throughout.”

Confidential Robotics and Autonomous Systems Company

Confidential Representative

Confidential Location

Provisional Patent Drafting & Filing
“William provided exceptional support and maintained full confidentiality while drafting our provisional patent. His expertise made the process seamless and secure.”

Confidential Manufacturing (Rotational Molding) Company

Confidential Representative

Confidential Location

Prior Art Search & Patentability Opinion
“William’s attention to detail and professional approach ensured that our manufacturing IP project was handled efficiently and confidentially. Highly recommended.”

Confidential Security & Defense Client

Confidential Representative

Confidential Location

Patent Research & IP Strategy Provisional Patent Drafting
“William’s work was meticulous and confidential. He guided us through complex IP matters and ensured our security innovations were fully protected.”

Confidential Critical Infrastructure Client

Confidential Representative

Confidential Location

Prior Art Search & Patentability Opinion
“Working with William was seamless. He ensured that our IP strategy and sensitive security innovations were handled with the utmost confidentiality and precision.”

Confidential Defense Technology Client

Confidential Representative

Confidential Location

Provisional Patent Drafting & Filing IP Strategy Consultation
“William provided excellent guidance while maintaining full confidentiality. His expertise in defense-related IP allowed us to protect our innovations efficiently and securely.”

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