Case Studies

Case Study 1 – Tech Industry
- Startup company developing a software solution on a scalable cloud platform
The Pain
- Potential investors concerned about lack of formal business structure
- Problems using generic templates for shareholder’s agreement and contractor agreements
- Worries about funding for legal advice needed
- Need legal strategy to underpin plans to achieve short, medium and long term business goals
- Business owners very technical but no knowledge of legal foundations needed to move forward
The Approach
- BPHC Startup™ Program – Legal education on protection of IP, expansion strategy, and exit strategy
The Outcome
- Overall strategic plan to gain the trust of stakeholders and potential investors
- Map of issues to resolve before the business can scale
- Plan to execute the business legal strategy in manageable steps
Case Study 2 – Beauty Industry
- Offshoot of existing business
- Beauty industry events and publishing
The Pain
- Needed a sounding board for a potential joint venture
- Concern about how project could affect existing business
- Must protect business IP and preventing competitors (or potential partners) from stealing IP
The Approach
- BPHC Startup™ Program – Legal education focussing on business identity, IP risk management and related expansion issues
The Outcome
- A plan to build on existing business model and also expand into a new industry
- IP protection plan to protect current and future IP
- Staged execution plan
- Strategic advantage

Case Study 3 – Training Industry
- Established business focused on industry-based training and education
The Pain
- Caught between chasing opportunities and operating the business
- Concerns about what legal advice is needed and cost
- Wanted legal strategy to underpin plans to achieve short, medium and long term business goals
- Dilemma about what the legal relationship should be with potential business partners
- Concerns about industry competitors
The Approach
- BPHC Emerging™ Program – Legal education on intellectual property, protecting business assets and business structuring
The Outcome
- Understanding how business goals require correct business structure
- Map of issues to resolve before the business can grow and withstand tough competition
- Overall strategic legal plan to work through
- Confidence boost and peace of mind
- Concentrate on growing the business
Case Study 4 – Cosmetic Industry
- Established paramedical operation
- Developed innovative product to supply and expand existing market
The Pain
- Opportunity to sell new product but risk potential foreign partner would steal the IP
- Need to protect own position before entering market with new product
The Approach
- BPHC Emerging™ Program – Legal education on IP protection, branding and business restructuring
The Outcome
- A plan to navigate potential opportunities to distribute products
- A step-by-step manageable process to protect intellectual property and brands

Case Study 5 – Organics Industry
- Business well established in New Zealand
- Range of organic products
- Desire for international expansion
The Pain
- How to capitalise on the growing trend towards organic foods in Asia
- Brand well known but needed it to encompass more types of food products
- How to go about protecting business IP and protect the brand in overseas markets
The Approach
- BPHC Growth™ Program – Legal education on IP, branding and business structuring
The Outcome
- Map of key IP issues that needed to be resolved asap and options to solve them
- A plan to solidify existing position in New Zealand as a starting point
- Also to protect IP in preparation for exporting into Asian markets
Case Study 6 – Design Industry
- Very well established business in New Zealand and Australia
- Reseller moving into design and manufacture of own products
- International licensing opportunity
The Pain
- How to protect new innovative product design
- Issues with existing business structure
- How to manage big opportunity on the horizon
The Approach
- BPHC Growth™ Program – Legal education on IP, brand protection and international expansion
The Outcome
- Analysis of business’s IP, branding and structural issues
- Step-by-step international expansion and brand protection plan
- A plan to solidify business to attract the best licensees
- Staged budget plan
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