Expert in Patent Valuation, Technology Licensing, IP Analyics & Marketing, Inventor Social Networks
Expert helps clients find solutions to technical and product line challenges through paid searches. Tapping professional and personal networks, senior technical advisors, proprietary databases, and custom web-crawler searches he saves clients months of detective work and dogged phone calling.
Expert, is a marketing executive with product and service experience in a wide range of industries gained as a consultant and
leader in a large national marketing agency. He has started four companies and worked with many inventors and tech start-ups.
Expert will personally conduct your IP valuation with input from technical and industry specialists so you get a big-picture generalist
and the drill-down detail of specialists. The Business Development Academy of Princeton, NJ as awarded him the Certified Patent
Valuation Analyst (CPVA) status and he is also a member of theNational Association of Valuators & Analysts. See Expert’s
LinkedIn profile for more background and endorsements. Expert is uniquely qualified to conduct IP valuations of truly innovative
technologies, services or products because its roots are in marketing and not law or accounting. This marketing vision and practical
experience are needed to define applications, describe prospective buyers and estimate sales volume during its useful life. Often
technical innovations are platform technologies which are not a product but do add value to many products. Choosing where in the
value chain to focus monetization efforts is a key question that requires rare business experience, offered by Expert, to answer.
Expert helps clients monetize intellectual property through solicitation of joint ventures, licensing and outright sales. Expert has lead monetization of intellectual property in the publishing industry and later in marketing technologies, which included founding a reference book company. He has benefited from successful medical device patents and he is co-owner of a pending patent. He is the founder of a nutraceuticals extract technology licensing company with growth potential in ethical drugs. Expert works in product and technology platform intellectual property marketing.
Consulted on the reasonableness of the asking price for a patent portfolio. Referred by a significant Family Investment Office to a family member considering the acquisition of the intellectual property and starting an operating company to monetize it. Conducted multi-method valuation of client's e-commerce patent portfolio for use in a corporate restructuring. Prepared original revenue forecasts for use in the income method, evaluated quality of patents, and found licenses for use in market method (comparables) of valuation.Expert's team documented the value of a portfolio of data storage software and hardware patents. Pending sale of the two least valuable patents will net the owner over half of their original investment, with more sales out of the portfolio expected.
My white paper on uses of a driver's license in sales promotion and loyally marketing helped a client win 14 of 15 claims in a US patent.Expert's sales trials for a online fundraising software-as-a-service helped a client preserve capital by terminating a product. Expert's evaluation of a new product saved an independent product developer the time and expense of filing a patent.Expert's market research let a computer maker to shift its communications from technical to marketing decision-makers for an advanced technology it sought to license to non-competitive applications and companies.
Expert's market research and business development plan helped a major intellectual property law firm grow its billings in a very technical and specialized field.
Expert may consult nationally and internationally, and is also local to the following cities: Minneapolis, Minnesota - Saint Paul, Minnesota - Rochester, Minnesota - Burnsville, Minnesota - Saint Cloud, Minnesota - Eden Prairie, Minnesota - Minnetonka, Minnesota - Eau Claire, Wisconsin
|Year: 1994||Degree: MBA||Subject: Management, Marketing||Institution: University of St. Thomas|
|Year: 1980||Degree: MA||Subject: Urban & Regional Planning & Economics||Institution: University of Iowa|
|Year: 1977||Degree: BS||Subject: Urban Studies||Institution: University of Minnesota|
|Years: 2011 to Present||Employer: Undisclosed||Title: CEO, Co-founder||Department: Nutracutical||Responsibilities: Write business plan, research industry, evaluate strategic alternatives and set direction, solicit financing, build team, execute plan.|
|Years: 2009 to Present||Employer: Undisclosed||Title: Managing Director||Department:||Responsibilities: Founded the company, developed the service package, pricing and terms, manages contracts, develops new business, services clients.|
|Years: 1995 to 2009||Employer: Isles Marketing||Title: President||Department:||Responsibilities: Solicit and serve clients with loyalty marketing programs, database marketing systems and new product launches. Analytics and market research, strategy, planning and execution services.|
|Years: 1986 to 1995||Employer: Carlson Marketing Group||Title: National Account Manager||Department: Loyalty||Responsibilities: Lead account teams and planning. Launch multi-million dollar loyalty marketing programs for leading brands. Cross-sell sales promotion and training services. Hired 34 people in a period of fast growth.|
|Years: 2010 to Present||Agency: Minnesota Department of Employment and Economic Development||Role: Contractor||Description: Assist technology companies with SBIR grant application commercialization plans.|
|Years||Country / Region||Summary|
|Years: 2011 to Present||Country / Region: Italy||Summary: Expert is representing precast concrete footing patents, systems and molds in North America.|
|Associations / Societies|
|National Association of Valuators & Analysts Executives Society, Product Development and Management Association. Minnesota High Tech Association, Open Innovation Conferences, Technology Transfer, MOJO Minnesota, Midwest Algae Biomass Roundtable, iBridge Network, Minnesota Cleantech Group.|
|Licenses / Certifications|
|Yet2.Com Affiliated Broker, General Patent Corp. Affiliated Broker, NineSigma (crowd-sourcing innovations) Affiliate, Minnesota Department of employment and Economic Development SBIR consultant master contractor.|
|Chair, Innovators & Entrepreneurs of MSP Meetup|
|Medical / Professional|
|Minnesota State Planning Agency, US Army Corps of Engineers, Planning Division|
|Publications and Patents Summary|
|"Inhibiting Stomach-Acid Release, Reducing Inflammation and Preventing and Treating Cancer: Compositions and Methods of Use" US provisional patent, 2011.|
|Expert Witness Experience|
|Researched infringement for a e-commerce software company. Worked in a company on litigation and was part of a team that did on-site discovery at opposing parties headquarters.|
|Training / Seminars|
|"Patent Valuation for Inventors", Inspire Inovation Conference 2015. "Innovation Networks" Minnebar 10 2015, "Valuing Intangible Assets", Product Camp 2014, "What Business Development Executives Need to Understand About Licensing & Capitalizing on their Company's Intellectual Property" webinar for ExecSense, 2011. "How to Find and Work with a Broker to License or Sell Your Patent", Minnesota Inventor's Congress 2011.|
|Developed a network of technical and legal consultants to evaluate intellectual property. Source patent analytics for client and in-house projects. Search for technologies for clients. Execution resources for complex marketing programs. Sourced rare plant seeds and processing contractors for new food supplement ingredient.|
|Intellectual property legal services and information industry observer, market researcher and consultant. Medical and biotech industry trends and players. High technology intellectual property management and analysis. Food supplements and functional foods.|
|Other Relevant Experience|
|Strength in seeing connections across unrelated domains due to thinking skills, voracious reading and imagination. Used applied statistics in database marketing testing of price, product and creative. Shows discretion, does not add gasoline to fires.|