Directed project management activities and consulting assignments including licensing and franchise development, market research, publishing, management training and consulting for firms launching or engaged in local, regional and national franchise and licensing expansion programs. Also assisted individuals, law firms and other business entities investigate, evaluate and negotiate license, franchise and intellectual property investments. Published four books on franchising and one book on trade secrets.
Established and launched the first interior door replacement company franchise. Responsibilities included site location, lease negotiations and build out of a 7,000 sq. ft. warehouse and showroom, business start up, hiring and supervising employees, production and quality control, management, marketing, financial control and franchisor-franchisee relations.
Organized all franchise department functions and instructed staff attorneys in the preparation of Franchise Offering Circulars, contracts, license agreements, filing registration applications, protecting intellectual property assets, and implementing a disclosure compliance program to manage legal documents, organize files and control dissemination of information.
Completed consulting projects for firms utilizing franchising and licensing to expand including: feasibility studies, strategic planning, drafting all legal documentation, filing registration applications, protecting trademarks, service marks and other intellectual property assets, editing operations manuals, developing training programs, field support programs, and marketing materials.
authored foreword and edited various chapters
SAN FRANCISCO STATE UNIVERSITY
concentration: International Business
UNIVERSITY OF SAN FRANCISCO SCHOOL OF LAW
UNIVERSITY OF SAN FRANCISCO
concentration: Finance
Have testified and rendered opinions as a franchise attorney expert witness on many occasions, including franchise litigation & arbitration matters, on numerous franchise, license and intellectual property issues.
Lecturer – Franchising & Licensing
University of San Francisco
School of Business Administration
San Francisco State University
Graduate School of Business – M.B.A. program
De Anza College
College of Business Administration
Menlo College
College of Business Administration
International Franchise Association
Western Regional meetings
Approved MCLE (Minimum Continuing Legal Education) Provider by the State Bar of California
1993 – 2020
A franchise attorney teaching franchise law, franchising vs. licensing (franchise vs. license), filing California franchise registrations, drafting Franchise Disclosure Documents and intellectual property courses to California attorneys
Selected and retained as the premier U.S. franchise expert by the World Intellectual Property Organization (WIPO), a specialized agency of the United Nations, Geneva, Switzerland, to speak at Singapore’s World Conference about franchising in Asian countries and developing uniform franchise regulations based on the U.S. regulatory model, hosted jointly by WIPO and the Intellectual Property Office of Singapore (IPOS).
Selected and retained as the premier U.S. franchise expert by the Jordan Intellectual Property Association to speak at their franchise symposium in Amman, Jordan.
Retained as the premier U.S. franchise expert by the World Intellectual Property Organization (WIPO), a specialized agency of the United Nations, Geneva, Switzerland, to help draft and edit a manuscript, “IN GOOD COMPANY Managing Intellectual Property Issues in Franchising”.
Franchising allows businesses to expand while maintaining a consistent brand experience across multiple locations. However, one common requirement in franchise systems is mandatory remodeling. Many franchise agreements require franchisees to…
