At the enterprise level, we serve as an objective outsider to help shape the “big picture” by reporting directly to the lead investor, Board of Directors or Chief Executive Officer. We advise the highest level decision-makers on strategic planning to identify and develop business opportunities and on risk management to anticipate and manage enterprise risks, reputational risks and new initiative risks before rollout.
At the operating level, we work with the Chief Executive Officer/President to help translate the highest-level enterprise goals and challenges to the C-suite officers and their teams, and with a national network of specialized attorneys, accountants and auditors to achieve the company’s operating goals within enterprise constraints.
We support the Chief Financial Officer as a member of the audit committee, in establishing and maintaining internal controls and financial reporting consistent with audit, tax and financing requirements, in raising debt and equity capital, in placing credit facilities, in acquiring and leasing capital assets, and in building and managing teams of external professionals in multijurisdictional income, sales and property tax audits and audit dispute resolutions.
We work with the Chief Technology Officer to build teams of internal and external engineering and product development professionals, to develop, license and productize patent, trade secret, trademark and copyright portfolios, and to manage external patent prosecution attorneys to preserve trade secrets, create claims structures consistent with enterprise goals and build a published intellectual property portfolio across geographic boundaries.
We help the Chief Marketing and Sales Officer build brand equity by creating trademark and service mark portfolios and protect brand equity by managing external enforcement professionals.
Supply Chain & Sales
We work with the Chief Operations Officer/Chief Supply Chain Management Officer to build supply chains, OEM relationships, product manufacturing capabilities, warehousing, sales and reseller networks, distribution channels and shipping logistics. We also help conduct domestic and international transactions, comply with customs regulations and resolve trade disputes.
We help the Chief Human Resource Officer recruit and engage executive and operating employees, secure independent contractors and place temporary workers. We evaluate and structure employee benefits, policies and procedures. We conduct internal investigations and support the company conduct disciplinary procedures, resolve conflicts, negotiate severances, and resolve EEOC claims and post-severance disputes.
We work with operating, facilities and safety teams to establish and maintain a safe workplace and respond to OSHA investigations.
We work with environmental officers and consultants to identify and manage environmental risk, investigate incidents, support remediation efforts, maintain compliance with applicable laws and regulations, and manage external professionals in defense enforcement actions.
We conduct internal investigations of asserted and unasserted claims to identify actual, opportunity and reputational risks. We craft and implement litigation strategies, develop budgets, engage in early settlement discussions, retain and manage litigation counsel, and report directly to the CEO to help the company make informed strategic decisions in advancing the dispute to an acceptable resolution.