Increasing the Value of Intellectual Property in Business Ownership Transitions


Increasing the Value of Intellectual Property in Business Ownership Transitions

Wealth business ownership transitions due to sale or death, the value of the business is increased if its intellectual property is protected. Plus, ownership of company assets must be held by the company to be transferred. Guidance on when to protect and confirm ownership of the intellectual property assets of a company will be provided, along with tips and tricks to solidify and maximize intellectual property value as part of a business transitional process.

Learning Objectives:

  • Understand intellectual property – patents, copyrights, trademarks, trade secrets
  • Learn to identify intellectual property assets
  • Learn when to protect intellectual property assets
  • Documentation strategy as to transition of intellectual property assets


About the Presenters:

Learn from industry experts Mark Goldstein, IP Attorney, Aaron Botti, Ossentjuk & Botti, moderated by Esther Hopkins.

Meet the Presenters


Thank You to Our Sponsors:

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The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Mark Goldstein
Aaron Botti

Aaron Botti

Ossentjuk & Botti

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Esther Hopkins