A business manager sent us a rising client who had just started merchandising his personal brand, a filing history the client had built himself on a legal-forms website, two applications with specimens that would not survive review, and no assignment on record. We built the real portfolio and the business manager stayed in the middle.
One class was wrong. There was no assignment on record from the client's personal filing to the LLC that was actually collecting the merchandising revenue.
The business manager wanted a clean fix, wanted the client protected, and wanted to stay the primary relationship. He did not want the client rerouted through a firm that would try to poach him.
We ran the portfolio work directly with the business manager on every call and never around him. We corrected the two pending applications with proper specimens and the right classes, filed two additional applications to cover the actual merchandising line, and recorded the assignments through the client's LLC so the portfolio matched the revenue.
We built a clearance protocol so any new product line ran through the business manager's office first, drafted a simple approval memo the business manager could send us on any new mark, and coordinated the license paper so the client's LLC held the marks and the client's operating entity held the license.
We closed the engagement, sent the client back to the business manager with a clean portfolio, and the referral pipeline stayed intact.
"Brandon fixed the paperwork and left the relationship intact. That is why he gets the next call."
— Business Manager
Legal-forms filings get a mark into the system, but they rarely survive substantive review, and they almost never account for the assignment structure a client's business actually needs. A rising client generating real merchandising revenue on an unusable specimen and no assignment on record has a brand with no legal footing underneath it, even though the applications exist.
For a referring business manager, the value of getting this fixed cleanly is not just the legal outcome. It is that the client comes back to the same relationship they trusted before the problem surfaced, with the manager positioned as the one who caught it and brought in the right help.
We work as trademark and brand counsel behind business managers, and we coordinate every engagement through the referring advisor so the client relationship stays exactly where it started.
Most engagements are flat fee, quoted before the work begins — and most matters resolve without litigation. Start with a free consultation.