These are my upcoming presentations (all times are Phoenix):
SCORE – HOW TO BUY A BUSINESS
February 19th | 3 -4:30 pm | Virtual [Click Here To Register]
You always wanted to run, but not start, your own business. Or perhaps you have an existing business, but are looking to accelerate your growth with a strategic acquisition.
How do you go about identifying and evaluating quality acquisition targets? What should your initial offer contain? How do you negotiate and then document the transaction both to protect your business interests and to reduce legal liability? What can you do to increase your chances of closing the deal?
Topics for this complimentary seminar will include:
- Defining your personal objectives
- Identifying acquisition targets
- Performing due diligence
- Selecting the transaction structure
- Understanding key tax considerations
- Negotiating the deal
- Drafting the transaction documents
- Creating and working with your deal team
***
WBC Law and Owner Series – HOW TO PREPARE YOUR COMPANY FOR SALE (AND MAXIMIZE SALE PRICE)
February 24th | 10-11 am | VIRTUAL [Click Here To Register]
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?
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
***
Vantage IRA – HOW TO INVEST IN PRIVATE COMPANIES
March 3rd | 9-10 am | Virtual [Click Here To Register]
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
***
S&W Emerging Business Program – HOW STRUCTURE SUPPLY / MANUFACTURING AGREEMENTS
March 4th | 8-9 am | Virtual [Registration Link To Come]
In today’s market, product-based companies are increasingly looking to outsource the production of their products. Rather than building costly manufacturing plants and dealing with the related operational challenges, businesses are turning to both domestic and foreign specialty product manufacturers.
While that approach preserves capital and outsources the daily headaches associated with the production process, it is not without risk. A business is literally placing its future in the hands of its chosen manufacturing partner. To ensure a good outcome, a well-structured and drafted manufacturing agreement is critical.
Topics for this complimentary seminar will include:
- Basic manufacturing terms
- Pricing and protection against price increases
- Ways to ensure products are manufactured in accordance with specifications and delivered on time
- Term and termination
- Volume and capacity issues
- Warranties, quality control and recalls
- Intellectual property ownership
***
SCORE – HOW TO AVOID THE TOP 10 LEGAL MISTAKES THAT CAN DESTROU YOUR BUSINESS
March 10th | 2 – 3 pm | Virtual [Registration Link To Come]
***
SCORE – HOW TO MONETIZE YOUR INVENTION
March 11th | 4 – 5 pm | Virtual [Registration Link To Come]
***
SCORE – HOW TO RAISE CAPITAL…LEGALLY
March 19th | 3-4:30 pm | Virtual [Registration Link To Come]
***
WBC Law and Owner Series – HOW TO SELL YOUR BUSINESS
March 24th | 5-6 pm | VIRTUAL [Registration Link To Come]
***
Vantage IRA – HOW TO RAISE CAPITAL…LEGALLY
April 7th | 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
***
SCORE – HOW TO MONETIZE YOUR INVENTION
April 16th | 3-4:30 pm | Virtual [Registration Link To Come]
***
SCORE – Topic To Be Announced
April 21st | 11 am – 12 pm | Virtual [Registration Link To Come]
***
SCORE – HOW (AND) WHY TO CREATE A CORPORATE SUCCESSION PLAN
May 14th | 3-4:30pm | Virtual [Registration Link To Come]
***
SCORE – HOW TO SELL YOUR BUSINESS
June 18th | 11 am – 12 pm | Virtual [Registration Link To Come]
***
SCORE – HOW TO NEGOTIATE AND PREPARE CONTRACTS
July 16th | 3-4:30pm | Virtual [Registration Link To Come]
***
SCORE – HOW TO HIRE INDEPENDENT CONTRACTORS
August 13th | 3-4:30pm | Virtual [Registration Link To Come]
***
SCORE – HOW (AND WHY) TO CREATE A SHAREHOLDERS/OPERATING AGREEMENT
September 17th | 3-4:30pm | Virtual [Registration Link To Come]