PLANNING THE PERFECT EXIT Trademark
Trademark Overview
On Wednesday, January 15, 2025, a trademark application was filed for PLANNING THE PERFECT EXIT with the United States Patent and Trademark Office. The USPTO has given the PLANNING THE PERFECT EXIT trademark a serial number of 98964639. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, July 11, 2025. This trademark is owned by David N. Deutsch & Company LLC. The PLANNING THE PERFECT EXIT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial consulting services; Financial advisory services; Financial consulting and advising in the field of mergers and acquisitions; Strategic corporate financial advisory services; Financial risk management; Financial risk assessment; Financial risk consultation
Business planning; Business succession planning; Business strategic planning services; Acquisition and merger consultation; Assistance with business management and planning; Assistance, advisory services and consulting with regard to business organization; Assistance, advisory services and consulting with regard to business planning; Consulting and advisory services in the field of business strategy; Mediation and conclusion of commercial transactions for others; Business management consulting, strategic planning and business advisory services provided to corporate boards; Business consultation to Board of Directors; Preparing financial reports for others; Selecting of executive positions; Board of directors and advisor search and placement services; Executive recruiting services; Business risk management; Business risk assessment; Business risk consultation; Financial planning; Financial analysis
General Information
| Serial Number | 98964639 |
| Word Mark | PLANNING THE PERFECT EXIT |
| Filing Date | Wednesday, January 15, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, July 11, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial consulting services; Financial advisory services; Financial consulting and advising in the field of mergers and acquisitions; Strategic corporate financial advisory services; Financial risk management; Financial risk assessment; Financial risk consultation |
| Goods and Services | Business planning; Business succession planning; Business strategic planning services; Acquisition and merger consultation; Assistance with business management and planning; Assistance, advisory services and consulting with regard to business organization; Assistance, advisory services and consulting with regard to business planning; Consulting and advisory services in the field of business strategy; Mediation and conclusion of commercial transactions for others; Business management consulting, strategic planning and business advisory services provided to corporate boards; Business consultation to Board of Directors; Preparing financial reports for others; Selecting of executive positions; Board of directors and advisor search and placement services; Executive recruiting services; Business risk management; Business risk assessment; Business risk consultation; Financial planning; Financial analysis |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 15, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, December 9, 2010 |
| First Use In Commerce Date | Thursday, December 9, 2010 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 15, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 9, 2010 |
| First Use In Commerce Date | Thursday, December 9, 2010 |
Trademark Owner History
| Party Name | David N. Deutsch & Company LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bedford Hills, NY 10507 |
Trademark Events
| Event Date | Event Description |
| Wednesday, January 15, 2025 | NEW APPLICATION ENTERED |
| Thursday, January 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 11, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, July 11, 2025 | NON-FINAL ACTION WRITTEN |
| Sunday, June 15, 2025 | ASSIGNED TO EXAMINER |
