Representing the Small Business Client
Representing the Small Business Client
In this fast-paced, entertaining presentation, small business attorney and best-selling author Cliff Ennico will focus on the particular challenges lawyers face when representing a small business or an entrepreneurial startup company (there’s a big difference between the two).
Topics to be covered include:
- The difference between small businesses and entrepreneurial startups
- Areas of the law you need to be familiar with when representing the small business/startup client
- The seven steps to forming a legal entity for the small business/startup client
- LLCs, corporations, and S corporations: which is the best vehicle for a small business client?
- Complying with the federal Corporate Transparency Act
- Preparing Shareholders’ Agreements, Operating Agreements, and “Buy-Sell” (restriction on share transfer) Agreement for LLC and corporate clients
- How small businesses and entrepreneurial clients are financed, and how attorneys can help with that process
- The mechanics of financing by company founders and “friends and family” financings for small businesses
- “Angel” and “venture capital” rounds of financing for entrepreneurial startups; and
- The basics of crowdfunded offerings under SEC regulations.
Agenda:
- Introductory Overview
- Brief introduction of the presenter
- What is a “small business,” and how does it differ from an “entrepreneurial startup”?
- Areas of the law which practitioners may encounter when representing a small business client
- Organizing the Small Business Client
- Your “intake form” for the small business client
- The seven steps to forming a legal entity for a small business
- Using a limited liability company (LLC) for an entrepreneurial startup?
- Small Business Governance and Founders’ Agreements
- Small business management structures for corporations and LLCs
- Shareholders’ agreements (corporations) and operating agreements (LLCs)
- “Buy-sell” agreements and restrictions on share transfer
- Financing the Small Business or Startup
- “Friends and family” offerings
- Angel and venture capital offerings (for entrepreneurial startups)
- Crowdfunding: the pros and cons
- When you need to involve a securities law specialist
- Questions & Answers (as time permits)
Duration of this webinar:
60 minutes
Originally broadcast:
April 23, 2025 11:00 AM PT
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