This seminar is designed for attorneys, CPAs, financial planners, presidents and vice presidents, accountants, business owners and managers, consultants and enrolled agents.
This one-day seminar will enhance your knowledge with regard to the issues and decisions encountered by business professionals during the life of a business. You will leave with a greater understanding of the key factors to consider when selecting a business form and the issues faced by business professionals when seeking funding, expanding the business entity, and operating the business. You will also learn the various options available when deciding to sell a business.
Topics to be discussed include:
Getting Your Business Effectively Organized
Getting Your Business Effectively Financed
Operating Your Business Effectively
Selling Your Business Effectively
8:30 a.m. - 9:00 a.m.
A. What Do We And What Do You Hope To Accomplish Today? Roundtable Discussion
9:00 a.m. - 10:00 a.m.
II. Getting Your Business Effectively Organized
A. Legal Issues Entity Selection, Ownership Duties, IP, etc.
B. Financial, Banking And Other Service Relationships
10:00 a.m. - 10:10 a.m.
10:10 a.m. - 11:00 a.m.
II. Getting Your Business Effectively Organized (Continued)
C. Payroll And Employees, Accounting And Record-Keeping Systems
D. Employment And Equity Compensation Differentiation
11:00 a.m. - 12:00 p.m.
III. Getting Your Business Effectively Financed
A. Determining What Is Really Needed Building A Good Business Plan
B. Start-Up Capital: Personal, Family, Credit Cards, Friends And Family, Angels
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 2:30 p.m.
III. Getting Your Business Effectively Financed (Continued)
C. Suppliers As A Capital Source Bootstrapping
D. Strategic Alliances, Contracts, Equity Placements
E. Borrowing Money: What Works And What Doesnt
F. Venture Capital
2:30 p.m. - 2:40 p.m.
2:40 p.m. - 3:50 p.m.
IV. Operating Your Business Effectively
A. Compensation And Employment Law Issues, Disputes, etc.
2. Non-Compete/Non-Solicits/Non-Disclosures And Anti-Raiding Agreements
3. Required Employment Documents
B. Attracting And Retaining Talent Key Concepts And Best Practices
3:50 p.m. - 4:20 p.m.
V. Prepare Now To Sell Your Business Effectively
A. Getting The Highest Price
B. Taking Stock In Purchaser
C. Buyers Normally Want Assets; Sellers Want To Sell Stock; Section 338 Elections
D. Tax Free Transactions, LLCs And Partnerships
4:20 p.m. - 4:30 p.m.
VI. How To Effectively Organize, Finance, Operate And Sell A Business
A. Did We Accomplish Our Goals And Did We Accomplish Your Goals Today? Roundtable Discussion