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Trade Mark Series Part 10

August 8, 2025 by Scott Coulthart

Brand Control, Part 10: “The Brand Lives On” — Trade Marks in Exit, Investment, and Succession

Your brand might be your single most valuable asset. But when serious money is on the table — whether in an investment round, a business sale, or passing the business to the next generation — the question isn’t just what your brand is worth. It’s whether it can stand up to scrutiny.


💰 IP in Due Diligence

Investors, acquirers, and their lawyers will dig deep. Expect questions like:

  • Does the entity actually own the trade mark registrations?

  • Are they registered — and in the right markets?

  • Are there pending disputes, opposition proceedings, or known copycats?

If the answers aren’t clear, expect your deal timetable (and possibly your deal value) to suffer.


🔗 Assignment and Licensing Clean-Up

A surprising number of brands have messy ownership histories. Fix them now, not during due diligence:

  • Ensure every assignment is documented — especially transfers from founders or prior owners.

  • Identify and resolve any co-ownership or “grey” IP where a contractor or third party may have rights.

  • Review licensing arrangements, particularly where related entities use the brand, to ensure they’re properly authorised.

An untidy chain of title can turn into a deal-breaker.


🧓 Succession Planning

For personal brands and family-run businesses, registered trade marks make succession far smoother. A registered right can be assigned or licensed in a clean, documented transfer — helping preserve not just the name, but the goodwill behind it.


💡 IP Mojo Tip
Your brand won’t retire when you do. If you want it to survive a sale, investment, or handover, protect it like an asset — not a slogan. A clean title today can be worth millions tomorrow.

Filed Under: IP, Trade Mark Series, Trade Marks Tagged With: IP, Trade Mark Series Part 10

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