Pivotal Legal Issues for Small Businesses Out of Stock
Co-sponsored by the CBA Business Law Section
March 2018
Pivotal Legal Issues for Small Businesses
Co-sponsored by the Business and Taxation Law Section
Program Description:
Attend this program if you are a practitioner with clients who are, or want to, start or sell a business, protect their businesses' intellectual property, do business worldwide, or raise capital for a startup. Attorneys who want a refresher on important issues small businesses face or who are expanding their practice into the business law practice area will also benefit from attending this program.
You will also want to take detailed notes during the session on ethical issues involved in representing startups and small businesses. You will hear best practices for representing the entity, business owners, informed consent, doing business with a client, keeping client secrets and disclosing errors to your client.
Register Now!
Learning Objectives:
- Key Considerations When Your Client is Starting a New Business, Including Choice of Entity, Tax Implications, Long and Short Term Goals, and Capital Raising
- The Top Issues Your Business Clients Face in Selling a Business, Such as Structural Issues, and the Importance of Your Being Involved Early and Involving the Right Professionals
- A Panel of Investment Bankers and Business Brokers Sharing Their Experiences with Helping to Sell Small Businesses
- Protecting Your Business Client's Intellectual Property and Implications of Doing Business Worldwide in an Internet World
- Best Practices and Pitfalls for Startups When Raising Capital
- Ethical Issues in Representing Startups and Small Businesses
Who should Attend:
- Experienced and newly licensed attorneys with small business clients wanting to start or sell a small business, to protect their businesses' intellectual property, or to raise capital for a startup
- Attorneys who want a refresher on important issues for small businesses or who are expanding their practice into the business law arena
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
- Standard Price $399.00 USD
- Member Price $369.00 USD
- General Credits 7.00
- Ethics Credits 1.50
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
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