Intellectual Property Consulting with SBP-IPPlan
Intellectual property (IP) is more than a legal safeguard — it is a strategic driver of growth and competitive advantage. The Strategic Business Planning Company (SBP) helps inventors, entrepreneurs, nonprofits, and business leaders unlock the value of their intellectual property through forward-looking consulting and planning. We help with the business side of intellectual property protection, not the Legal Side; we leave that to the Patent Attorneys.
Our IP consulting blends traditional strategy with the tools of Generative AI (GenAI) and Regenerative Dynamic AI (rdAI) to ensure your IP strategy is not only protected, but adaptive and future-ready.
The IPPlan™ Practice
SBP delivers IP consulting through its specialized practice, IPPlan™. IPPlan focuses on the business side of intellectual property — helping clients maximize ROI from patents, trademarks, copyrights, trade secrets, and portfolios.
With our proven IP COMPASS® framework and our emphasis on perpetual innovation, IPPlan transforms IP from a static filing into a dynamic asset base that evolves with markets and technology.
Explore in Detail IPPlan™ and Our IP related Services
About IPPlan and the SBP’s Intellectual Property Services
Sections of IPPlan™, Intellectual Property Planning:
- Patent Commercialization – turning inventions into ROI pathways
- Trademark & Brand Strategy – building and protecting brand equity
- Copyright & Digital Assets – safeguarding creative works, GenAI co-creation, and attribution
- Trade Secrets & Confidential Assets – protecting proprietary knowledge with AI-enhanced systems
- IP Portfolio Planning & ROI – aligning IP with business goals and foresight
- IP Process & Value Realization – managing the full cycle from invention to consumer use
IPPlan. Explore Intellectual Property Strategy
👉 Visit IPPlan™ – SBP’s specialized consulting practice for patents, trademarks, copyrights, trade secrets, and portfolios.
👉 Explore the IP Knowledge Hub – articles, case studies, and resources on IP strategy, commercialization, and innovation.
Integrating Intellectual Property into
The Plans that Every Business Needs™ …
… and every organization needs as well.
Plan fast. Act smart. Make a difference™
with IP COMPASS® and perpetual innovation.
Why Choose SBP?
- Strategic Focus: We emphasize commercialization, ROI, and foresight — not just filing.
- GenAI + rdAI Expertise: We integrate Human + AI (H + AI) co-creation, attribution, and competitive surveillance into IP strategy.
- Self-Assessments: Every engagement includes IP self-assessment tools, helping clients measure progress and improvement year over year.
🚀 rdAI-Enhanced IP Strategy Development
Using our rdAI approach and GenAI agents (Custom GPT tools), we:
- Map inventions, trademarks, and trade secrets
- Analyze prior art and competitive IP
- Explore protection pathways (patent, copyright, trademark, trade secret)
- Forecast IP-related opportunities and risks
- Prepare materials for attorneys, partners, or investors
We don’t provide legal advice — but we make your conversations with attorneys and stakeholders dramatically more strategic.
🧠 Core Pi-IP Services
✅ IP Planning & Strategy
- Define your innovation landscape and asset types
- Identify gaps and opportunities for protection
- Prioritize what to protect and when
- Support internal IP education for teams and boards
✅ Commercialization Readiness
- Align IP with business models and go-to-market strategies
- Develop pitch materials for licensing, funding, or partnerships
- Identify potential partners or open innovation models
✅ Invention Disclosure Support
- Help inventors document and structure their innovation
- Organize invention summaries and workflows for legal teams
- Prepare internal records for provisional filing or protection timelines
✅ IP Workshops & Innovation Clinics
- Live or virtual sessions on patent, copyright, and trademark basics
- AI-powered exercises for mapping your IP portfolio
- Specialized offerings for nonprofits, inventors, and startup teams
All services are powered by rdAI and designed to support individual inventors, collaborative teams, and IP-focused innovation ecosystems.
📚 Innovation & IP Resources
Our consulting services are supported by published planning guides and tools from the Perpetual Innovation™ series. These resources are designed to help innovators document, position, and protect their intellectual property in a fast-moving, GenAI-driven world.
Featured IP Titles:
- Perpetual Innovation™: A Guide to Strategic Planning, Patent Commercialization and Enduring Competitive Advantage, Version 4.0 (2017) — Updated Version 5.0 with rdAI enhancements coming soon
- Perpetual Innovation™: Patent Primer 5 – Navigating the GenAI Landscape of Intellectual Property (2025)
- Synergy of Human + Artificial Intelligence: Delphi and the Genius of Crowds (2024) in The Refractive Thinker® Vol. 25
📰 Innovation Blog:
Explore strategy and IP trends on the PerpetualInnovation.org blog.
Content from IntellZine.com is now fully integrated into the platform under the Pi-IP heading, where you’ll find articles focused on innovation strategy, patent planning, and the evolving GenAI landscape for intellectual property.
🌟 Ideal Clients
Our Pi-IP services are ideal for:
- Entrepreneurs and inventors seeking clarity and protection pathways
- Nonprofits with educational content, digital assets, or branded programs
- Research and innovation teams with tools or product ideas
- Small businesses developing brands and product lines
- Organizations looking to commercialize or license intellectual assets
💡 Why Work with Us?
- IP + Strategy — We bridge the creative and business sides of IP
- rdAI-Powered Insights — Save time and money with AI-supported discovery and planning
- Mission-Aligned IP — Focus on access, ethics, and regenerative licensing models
- Business-Marketing Support — We work on the business side of your business and collaborate closely with your other professional services providers like Bankers, Investors, CPAs and Patent Attorneys*
* We are not patent attorneys and do not offer legal advice. Our work focuses on the business side of intellectual property — including strategic advantage, commercialization planning, branding, and brand extension. We regularly collaborate with patent attorneys, who value our involvement because they are often limited in how deeply they can explore business models, product development, and competitive positioning. By working together, we help ensure your IP strategy is both legally sound and business-smart.
🔧 Ready to Map Your Innovation?
Let’s build your IP roadmap. Whether you’re preparing to file, protect, partner, or present — our tools and coaching make your ideas ready for the next step.
📞 Contact Us

