Credit Details
Credit Hours:
1.00
Specialty Area:
None
Credit Type:
General
Original Air Date:
September 5, 2024
Credit Eligible In:
California
$45
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This program will provide an in-depth examination of the key exit strategies for successful startups, including investor redemptions, financing, mergers, and IPOs. It will explore the legal and strategic considerations involved in each exit path, from negotiating investor redemptions and structuring financing agreements to navigating merger processes and preparing for an initial public offering. This program is designed to equip attorneys with the knowledge needed to guide startups through these critical transitions, ensuring a smooth and legally compliant exit strategy. Topics to be covered include:
– Is an exit the best approach?
– How can the founders retain control of their business and still grow?
– How should isolated and early redemptions of equity holders be handled?
– Can bank loans ever be used effectively by a late stage startup?
– Is your startup ready for a due diligence audit?
– What is the typical structure for the sale of equity interests?
– How do you sell a business?
– When is gain resulting from sale of shares eligible for exclusion from capital gains tax?
– How can a founder or early stage investor “rack”, “roll” and “stack” with small business stock?
– How can S corporation or LLC be converted to a Delaware corporation?
– How do mergers/SPACs work for a startup?
– Is an IPO ever practical?
Anna Halloran Jacob has over 25 years of experience in investment banking, private equity, and corporate operations. Anna has advised CEOs and boards on over $5 billion in mergers and acquisitions, recapitalizations, and private and public equity and debt offerings. She has advised companies in the consumer, business services, healthcare, manufacturing, digital, and software sectors.
He represents clients in a wide variety of general corporate and transactional matters related to emerging companies, venture capital, and mergers and acquisitions. He advises companies across a broad range of sectors but focuses on companies in the technology, sports and entertainment, food and beverage, and consumer products industries.
Mark T. Hiraide works in the highly specialized and complex area of the law having to do with business finance and raising capital. He represents entrepreneurs, startups, publicly traded companies, directors and officers, broker-dealers, investment bankers, investment advisers and accountants in civil litigation relating to securities offerings, mergers and acquisitions, and investment management. He counsels public exchange-listed and private companies and their boards of directors, including special committees and senior management, on issues including corporate governance, discharge of fiduciary duties, internal investigations and Securities and Exchange Commission compliance. He represents companies in transactions including securities private placements and public offerings. And he defends parties in civil litigation, government regulatory investigations and enforcement proceedings, and represents defrauded investors.
LaVonne D. Lawson is Counsel with Leech Tishman and a member of the firm’s Tax Group as well as the Estates & Trusts Practice Group. LaVonne counsels small businesses, entrepreneurs and start-ups, as well as large businesses and established companies, in state, federal, and international tax matters. She focuses her practice on tax reporting and compliance, tax controversy and litigation, and estate planning.
LaVonne previously served as a Senior Attorney with the Internal Revenue Service (IRS) Office of Chief Counsel, where she counseled revenue agents and revenue officers, represented the IRS in the U.S. Tax Court, and advised Department of Justice Attorneys and Assistant U.S. Attorneys in tax cases outside of the Tax Court.
LaVonne regularly counsels clients on numerous statutes and regulations regarding substantive and procedural tax issues. She has significant experience representing clients in a variety of federal and California state tax controversy and litigation matters.
LaVonne also has experience advising clients on international tax reporting and compliance, and assists businesses and individuals in compliance matters involving offshore assets and account reporting.
Prior to joining Leech Tishman, LaVonne was owner of the Law Office of LaVonne Lawson, where she represented businesses and individuals in federal and California state tax matters.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
Live Webinars are free for all members. OnDemand is free for members at the Sustainer or higher level. Economy members pay the full rate.
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