Agenda:
Friday, March 15, 2019
8:30 am
Registration and Continental Breakfast
8:55 am
Welcome, Introductions, and Overview
Presented by Victoria (Tori) L. Donovan, Esq., Program Chair
9:00 am
Key Considerations When Starting a New Business
- Different Entity Structures (C-Corp, S-Corp, LLC, Partnership, Sole Proprietorship)
- Tax Implications of Different Structures
- What are the Long-Term Goals and Short-Term Goals of the Company?
- Capital Raising Considerations
(1) Employee Equity Considerations
(2) What About Converting from One Entity to Another (LLC to Corp)?
Presented by Amy Fliam, Esq.
10:00 am
Networking Break
10:15 am
Navigating the Exit — Helping Your Clients Sell Their Businesses
- Helping the Business Owner Plan in Advance for Selling Their Business
- Engaging Professionals
- Structural Issues with Deals
- Letters of Intent
- Small Business Administration (SBA) Loans
Presented by Julian M. Izbiky, Esq.
Business Brokers and Investment Bankers Discuss the Biggest Challenges with Clients in Selling Their Business and the Biggest Mistakes Sellers Make that Have the Most Impact on Valuation
Panelists:
Jessica Palmer Fialkovich, Co-owner, President, Business Broker, Transworld Business Advisors
Mike Grande, Director, SDR Ventures, Inc.
Alan Mayer, Owner, Consultant, Entrepreneur, Mayer Business Advisors
Kevin B. Waide, Managing Director, Business Acquisitions Ltd.
Moderated by Julian Izbiky, Esq.
12:00 (Noon)
Lunch on Your Own
1:00 pm
Protecting the Company’s Intellectual Property (IP) and Implications of Doing Business Worldwide in an Internet World
- Work Made for Hire Doctrine
- Employee Assignments of Intellectual Property
- Restrictive Covenants and Defend Trade Secrets Act
- Implications of Operating an E-Commerce or Services-based Business via the Cloud and Accepting Customers and Transactions Worldwide
- Most Common IP Protections for Technology and Software Companies
Presented by Jennifer M. Osler, Esq., and Elizabeth (Liz) Harding, Esq.
2:00 pm
Startups and Raising Capital, Common Corporate Governance Issues, and Securities Law Implications
- Failure to Follow Corporate Formalities
- Securities Laws — What are They and When Do They Apply?
- Ways to Raise Money – Equity, Convertible Debt, Straight Debt
- What About Equity for Employees?
- Finders and Brokers – Who are They and Why Does It Matter?
Presented by Tara L. Dunn, Esq., and Victoria (Tori) L. Donovan, Esq.
3:00 pm
Networking Break
3:15 pm
Ethical Issues with Startup Companies and Small Businesses
- Ethical Considerations in General
- Doing Business with a Client
- Confidentiality — the Lawyer’s Obligation to Keep a Client’s Secrets
- Formal Opinion 113 — Ethical Duties to Disclose Errors to the Client
Presented by Herrick K. Lidstone, Jr., Esq.
4:30 pm
Adjourn