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The Start-Up/Small Business Advisor

A free webinar series from Financial Poise.

4 webinar series

Series Overview:

Most startups are not destined to become billion-dollar unicorns. Most, in fact, will fail. Those that survive may never be more than small businesses. Whether and to what extent a startup will be successful depends on many factors. One set of factors is the foundational pillars upon which the venture is built and includes things such as capital structure, financial controls, human capital, management/founder talent, market niche (and barrier to entry and protectable intellectual property rights), financing growth, managing burn rate, and marketing functions. This series explores each of these topics and provides useful tools and insight into how they can build a foundation for success.

Webinars in this Series:

Turning an Idea or Product Into a Business
  • Premiere Date: June 10, 2025
  • Tags:
  • 2025

The episode will improve their ability to advise on financing strategies and employee management, help them understand how to guide clients through selecting the appropriate legal entity for their business and gain practical knowledge of protecting intellectual property and preventing copycat competition.

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What Every Founder/Entrepreneur Must Know
  • Premiere Date: May 13, 2025
  • Tags:
  • 2025

This webinar episode will equip attorneys with a comprehensive understanding of the common legal challenges faced by startup founders.

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Raising Capital: Negotiating with Potential Investors
  • Premiere Date: March 18, 2025
  • Tags:
  • 2025

This webinar helps explain the different types of capital available to fund a startup; how to identify potential funding sources; how to evaluate competing funding proposals; and how (and when) to negotiate financing terms.

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The Very Basics: Forming the Business
  • Premiere Date: February 11, 2025
  • Tags:
  • 2025

This webinar focuses on business formation and the pros and cons of different legal structures. It includes tips on how to keep an entrepreneur's personal assets safe from the claims of future business creditors.

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