These are my upcoming presentations (all times are Phoenix):
SCORE – HOW (AND) WHY TO CREATE A CORPORATE SUCCESSION PLAN
May 14th | 3-4:30pm | Virtual [Click Here To Register]
Business owners spend countless hours attempting to grow and maximize the value of their companies. Few, however, create a plan to extract that value in an orderly and predictable process.
Failure to create a comprehensive succession plan can, at best, ensure that money is left on the table when the business is sold or otherwise transitioned. At worst, the absence of a plan may result in the untimely death of the company.
SCORE invites you to join Snell & Wilmer partner, Brian J. Burt, as he discusses the creation of corporate succession plans.
Topics for this complimentary seminar will include:
- Why business owners need a succession plan
- The two types of succession plans and why both may be needed
- Considerations when preparing a plan
- Special challenges when gifting the business to children
- Documenting the plan
- Plan implementation and adjustment
- Diversification
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SCORE – HOW TO STRUCTURE JOINT VENTURES & STRATEGIC ALLIANCES
May 26th | 4 – 5 pm | Virtual [Click Here To Register]
For those businesses that have weathered the recent economic challenges, many find themselves in a difficult position. Some companies have identified new opportunities and want to quickly capitalize on them, but are unable to secure the debt or equity capital they need to do so. Others have the cash, but are seeing their historic business model put at risk by the rapidly evolving marketplace.
Enter the joint venture and strategic alliance. These approaches to partnering can provide both companies with the knowledge, resources, and market access they need to take their businesses to the next level.
SCORE invites you to join Snell & Wilmer partner, Brian J. Burt, who will discuss the structuring and formation of joint ventures and strategic alliances.
Topics for this complimentary seminar will include:
- Reasons to form a joint venture or strategic alliance
- Joint ventures versus strategic alliances
- Identifying the purpose
- Selecting the form of entity (for joint ventures)
- Implications for existing operations
- Capitalization
- Management issues
- Economic and tax issues
- Restrictive covenants
- Dispute resolution
***
Vantage IRA – HOW TO RAISE CAPITAL…LEGALLY
June 2nd | 9-10 am | Virtual [Click Here To Register]
To start or expand a business, you need capital. Raising capital, however, is one of the most difficult challenges that a company can undertake. In the current economy, investors at all levels have become increasingly risk adverse, resulting in even greater competition for their limited investment dollars. And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important.
So, what must an entrepreneur or business owner do to successfully navigate the process?
Topics for this complimentary seminar will include:
- Determining a company’s capital requirements
- Identifying those who can satisfy those requirements
- Defining the terms of the equity offering
- Understanding what it means to have investors
- Complying with federal and state securities laws
- Avoiding common pitfalls
- Strategies for increasing a company’s chance of success
***
S&W Emerging Business Seminar – HOW TO PREPARE YOUR BUSINESS FOR SALE
June 2nd | 9-10 am | Virtual [Registration Link To Come]
Part 1 of 2
You always wanted to start your own company. One day, you decided to make it happen. Years (and many personal sacrifices) later, you have transformed your original idea into a successful business. A significant part of your net worth is now tied to the business, and to extract that value, you conclude that the company must eventually be sold.
The obvious questions then follow. What can be done to maximize the company’s value at the time of sale? What can be done to prepare the business for the sale itself? And when should those preparations begin?
Snell & Wilmer invites you to the next program in the Emerging Business Seminar Series™, where partner Brian J. Burt will discuss preparing your company for sale.
Topics for this complimentary seminar will include:
- Preparing to sell your company before you start it
- Growing and protecting your company’s long-term value
- Increasing value by working yourself out of a job
- Understanding the buyer’s perspective on value
- Running the company as though it’s for sale every day
***
SCORE – HOW TO SELL YOUR BUSINESS
June 18th | 11 am – 12 pm | Virtual [Registration Link To Come]
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SCORE – HOW TO REDUCE THE RISK OF LITIGATION
June 22nd | 4 – 5 pm | Virtual [Registration Link To Come]
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SCORE – HOW TO NEGOTIATE AND PREPARE CONTRACTS
July 16th | 3-4:30pm | Virtual [Registration Link To Come]
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SCORE – HOW TO AVOID THE TOP 10 LEGAL MISTAKES THAT CAN DESTROY YOUR BUSINESS
July 29th | 12-1 pm | Virtual [Registration Link To Come]
***
Vantage IRA – HOW TO RAISE CAPITAL…LEGALLY
August 4th | 9-10 am | Virtual [Registration Link To Come]
To start or expand a business, you need capital. Raising capital, however, is one of the most difficult challenges that a company can undertake. In the current economy, investors at all levels have become increasingly risk adverse, resulting in even greater competition for their limited investment dollars. And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important.
So, what must an entrepreneur or business owner do to successfully navigate the process?
Topics for this complimentary seminar will include:
- Determining a company’s capital requirements
- Identifying those who can satisfy those requirements
- Defining the terms of the equity offering
- Understanding what it means to have investors
- Complying with federal and state securities laws
- Avoiding common pitfalls
- Strategies for increasing a company’s chance of success
***
SCORE – HOW TO HIRE INDEPENDENT CONTRACTORS
August 13th | 3-4:30pm | Virtual [Registration Link To Come]
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Vantage IRA – HOW TO INVEST IN PRIVATE COMPANIES
September 1st | 9-10 am | Virtual [Registration Link To Come]
Small businesses are a big part of the engine which drives the U.S. economy and that engine runs on capital investment. During the early stages of a private company’s lifecycle, that capital typically comes from angel investors who are willing to bear high risk for potentially high rewards.
Topics for this complimentary seminar include:
• Risks and rewards of private company investments
• Locating investment opportunities
• Analyzing prospective deals
• Negotiating favorable investment terms
• Protecting your investment
• The investor’s role post-closing
***
SCORE – HOW (AND WHY) TO CREATE A SHAREHOLDERS/OPERATING AGREEMENT
September 17th | 3-4:30pm | Virtual [Registration Link To Come]
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SCORE – HOW (AND WHY) TO PREPARE A CORPORATE SUCCESSION PLAN
September 30th | 12-1 pm | LIVE [Registration Link To Come]
Brian J. Burt 