Acquisition transaction:

• Whether rights available are required
• Basis for valuing rights to be acquired
• Action that must be taken before transaction is consummated or after acquisition

Written report (if not discoverable) containing:

• Catalog of IP assets
• Development history of technology at hand
• Plan for economical use
• Actions to maintain those assets
• Review employment and disclosure policies in order to protect assets
• IP defects uncovered during audit
• Action to be taken to address any of client's specific needs

Filings:

• Report on patentable technologies currently not protected
• Copyright, trademark registration applications to be filed
• Affidavits of continued use of trademarks
• Maintenance fees to keep patents in force

Procedures:

• Procedure to ensure appropriate filings are made in a timely manner in future
• Committee to evaluate patentability and decide whether to file patent applications (cost/benefit analysis)