Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

BUSINESS LAW DUMBED DOWN


Transition & Exit Planning: Planning and Executing a Sale & Other Exit Strategies

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

You’ve been running your business for quite some time now.  While you haven’t made it to the cover of Fortune, you have made a pretty good success of it.  But you’re ready to move on to greener pastures.  Do you have children you can pass the business on to?  Or maybe employees you can sell to?  Otherwise, how do you find a buyer?   What do you need to do to get your business ready for sale?  What are the different types of buyers for businesses?  Do you have the type of business in which private equity might be interested?  This webinar takes you on a tour through the world of mergers & acquisitions, exploring some of the features of these transactions and what you as seller might expect in terms of payments and potential liabilities.  We also make brief stops in initial public offerings and dissolutions.


Common Deal Points in Commercial Agreements: Commonly Recurring Negotiation Spots

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Congratulations, your business is up and running!   But you feel buried under paper from your customers and suppliers.  Do you need to have your own contract forms, and if you do, will your customers and vendors treat them as anything other than birdcage liners?  What happens when forms conflict?  What steps can you take to limit your liability, and should you be concerned if your partners want to limit theirs?  What are “reasonable efforts” and how are they different than “best efforts?”  Should you seek security interests or personal guaranties from your customers?  Do you even need a contract, or can you just keep using purchase orders, since you’ve never had a problem with one anyway?  This webinar will get you on the road to understanding commercial contracts and helping to protect your business.


Governance Issues: Fiduciary Duties, Manager v. Member Management & Other Power Sharing Considerations

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Any business with more than one owner will face the issue of how it is to be governed.  If it is a corporation, how many directors should it have on its Board?  Should outsiders (that is, non-shareholders) be included?  Should certain actions require supermajority votes?  More generally, what are the majority’s fiduciary obligations to the minority?  This webinars discusses how companies can minimize the likelihood of disagreement in their articles, by-laws and shareholder agreements.  It also explores similarities and differences between corporations and LLCs, and delves into member management versus manager management.  This should be a fascinating and feisty hour which will help you understand how businesses are run.


Formation Issues: Entity Choice; Entity Venue; Capitalization; Other Out-of-the-Gate Issues

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

When business owners begin operations, they are faced with numerous critical corporate law issues which will continue to influence their decisions during the business’s lifetime.  Should the business be organized as a corporation, and if so, as a C corporation or an S corporation, a limited liability company, a partnership or, if only one owner, a sole proprietorship?  Should the company be organized in its home state, Delaware, or somewhere else?  How much money will the business need to be financed and how should it be capitalized?  The answers to these questions will largely determine how profits will be distributed, losses will be allocated, what taxes will be due and the consequences of a sale for the owners of the business.  Join us for a lively discussion of what considerations need to be kept in mind when making these decisions, the available choices and the consequences for the business owners.