Overlooked Value:
Finding & Protecting Your IP
A joint presentation from a financial advisor and a business attorney — because protecting your intellectual property isn't just a legal issue. It's a wealth strategy.
~90%
of S&P 500 value is now intangible assets — not buildings, not equipment, not inventory. Brand, content, process, and ideas. If that's true for the world's largest companies, what does it mean for yours?
THE PROBLEM
You've Built Something Valuable.
Do You Know What It's Worth — and Who Owns It?
Your business name, your signature methodology, your training materials, your client relationships, and your proprietary processes may be your most valuable assets. Right now, they may be completely unprotected.
Most business owners don't have an IP strategy. Not because they don't care — but because no one has ever shown them the full picture. Your financial advisor sees the numbers but may not know what protections are in place. Your attorney can file the paperwork but may not connect it to your wealth-building strategy.
WHAT YOU'LL LEARN
One Webinar. Two Experts.
The Full Picture.
Walk away with frameworks, exercises, and actionable next steps — at no cost.
The Financial Case for IP
Why intangible assets dominate business value and what that means for your personal financial plan, estate, and retirement.
Identify Hidden IP You Already Own
A live exercise to uncover overlooked assets in your business — right now, during the session.
The Four Pillars of IP Protection
Trademarks, copyrights, trade secrets, and patents — explained in plain English with real-world examples.
What Happens Without Protection
Three real scenarios that play out every day for business owners who assumed they were covered.
Modern Tools You May Not Know About
Including blockchain-based timestamping for rapid, low-cost proof of ownership.
IP as a Generational Wealth Asset
How a protected business connects to your estate plan — and why it's more valuable, more transferable, and a true legacy.
THE LEGAL FRAMEWORK
The Four Pillars of IP
PILLAR 01
Trademarks
Your Brand Identity
PILLAR 02
Copyrights
Your Creative Work
PILLAR 03
Trade Secrets
Your Competitive Edge
PILLAR 04
Patents
Your Inventions
WHO SHOULD ATTEND
This Webinar Is for You If…
The more boxes you checked, the more urgent this conversation is.
YOUR PRESENTERS
Meet the Experts
David Elder
Financial Advisor · Merit Financial
David brings the wealth management lens to intellectual property — helping business owners understand how protecting their IP directly impacts business valuation, estate planning, tax strategy, and long-term financial goals. His insight bridges the gap between what you've built and what it's actually worth on paper.
Amber Saunders
Principal Attorney · The Saunders Firm, P.C.
Amber is an estate planning and business law attorney whose mission is making legal protection accessible to entrepreneurs and underserved communities. With a focus on generational wealth, she helps business owners understand that a protected business isn't just smart — it's a legacy. It's the Last Love Letter You Get to Write. Let Us Help You Make It a Good One.®
KEY TAKEAWAYS
What to Remember
01
Every business has intellectual property.
Your brand, content, processes, and ideas are all valuable assets worth protecting.
02
Protection requires action.
IP rights don't fully protect themselves. Registration and proper agreements are essential.
03
Earlier is better — and often cheaper.
Proactive protection costs far less than fighting disputes or rebranding later.
04
IP is part of building generational wealth.
A protected business is more valuable, more transferable, and a true legacy asset.
Your Brand. Your Content.
Your Process. Own It.
This is not a sales pitch disguised as a webinar. It's a real working session with two professionals who will give you frameworks, exercises, and actionable next steps — for free. Because the cost of not knowing is too high.
Date
Monday, April 21, 2026
Time
12:00 PM Eastern
Where
Link Provided Upon Registration
Cost
Free
Find & Protect Your IP NOW!
Sign up and register for our upcoming webinar
The Saunders Firm, P.C.×Merit Financial
© 2026 The Saunders Firm, P.C. · 2827 Peachtree Rd NE, Suite 425, Atlanta, GA 30305
678-680-4336 · Questions? Contact us
