Events

These are my upcoming presentations:

Vantage – HOW TO INVEST IN PRIVATE COMPANIES

June 6th |  8-9 am  |  LIVE and 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.

The COVID era has brought new challenges, but also unique opportunities, for angel investors.

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

 

AZ Commerce Authority – HOW TO AVOID THE TOP 10 LEGAL MISTAKES THAT CAN DESTROY YOUR BUSINESS

June 27th |  9-10 am |  VIRTUAL  [Click Here to Register]

When a business owner is attempting to grow his or her company, legal issues are often put on the back burner. The natural focus is on hiring talented employees, securing customers, and generating revenue.

Unfortunately, failing to do some basic legal planning can result in costly mistakes, impaired growth, and even the untimely collapse of the company.

Topics for this complimentary program will include:

  • Protecting your corporate shield and your personal assets
  • Why you must have a shareholders or “buy/sell” agreement
  • Raising capital…legally
  • Protecting your valuable intellectual property
  • Managing key employee issues
  • Reducing the risk of litigation

WBC – HOW TO RAISE CAPITAL…LEGALLY

June 27th | 5:30-6:30 pm | HYBRID – LIVE at WBC and 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-averse, 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 NEGOTIATE AND PREPARE CONTRACTS FOR YOUR BUSINESS

June 29th | 3-4:30 pm | VIRTUAL  [Registration Link To Come]

Contracts are a daily part of every business owner’s life. When economic times were good, many owners ignored contractual formalities and some even abandoned written agreements altogether. During the days of abundant (and seemingly unending) profits, “handshake deals” often became the norm.

In the current market, however, proliferating disputes and costly litigation have laid bare the perils of doing business without a well-drafted contract. So, how can companies best protect their interests through the contract negotiation and preparation process?

Topics for this complimentary seminar will include:

  • Challenges of doing business in today’s market
  • Best practices in contract negotiation
  • Capturing agreed upon business terms in the contract
  • Ensuring today’s deal remains tomorrow’s deal
  • Key areas of exposure and ways to limit liability
  • Ways to resolve disputes and help avoid them
  • Why “miscellaneous” provisions matter

WBC – HOW TO START A BUSINESS IN ARIZONA

July 25th | 5:30-6:30 pm | HYBRID – LIVE at WBC and VIRTUAL  [Click Here To Register]

There are few things as exciting as starting your own business, but is Arizona the place to do it?

Fast Company has previously ranked Arizona #1 in the nation for entrepreneurial activity. Our state ranks fifth for projected job growth according to Kiplinger. In a study recently conducted by a labor-analytics firm Emsi, Maricopa County has recently ranked the top county in the country for attracting and retaining workers. And Chief Executive included Arizona on its Top 10 States for Business list.

Topics for this event include:
• Creating a business plan (i.e., how do you make money?)
• Protecting your personal assets by forming a company
• Selecting the right form of entity and creating a company Start-up funding
• What it means to have partners and how to bring them in
• Basic agreements every new business should have
• Developing and protecting your brand
• Building your advisory team

WBC – HOW TO NEGOTIATE AND PREPARE CONTRACTS

September 26th | 5:30-6:30 pm | HYBRID – LIVE at WBC and VIRTUAL  [Click Here To Register]

Contracts are a daily part of every business owner’s life. When economic times were good, many owners ignored contractual formalities and some even abandoned written agreements altogether. During the days of abundant (and seemingly unending) profits, “handshake deals” often became the norm.

In the current market, however, proliferating disputes and costly litigation have laid bare the perils of doing business without a well-drafted contract. So, how can companies best protect their interests through the contract negotiation and preparation process?

Topics for this complimentary seminar will include:

  • Challenges of doing business in today’s market
  • Best practices in contract negotiation
  • Capturing agreed upon business terms in the contract
  • Ensuring today’s deal remains tomorrow’s deal
  • Key areas of exposure and ways to limit liability
  • Ways to resolve disputes and help avoid them
  • Why “miscellaneous” provisions matter

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