Advising Startups and New Businesses

Agenda / Content Covered

1. What's the Difference? New Small Businesses vs. "Startups"
   11:00 - 11:30, Julie D. Globus
   1. Industry Terms and Trends
   2. Key Legal Issues: The Early Years
   3. Key Legal Issues: Adolescent Businesses
2. Choosing the Right Entity(ies): S-Corp, C-Corp, LLC, or Partnership?
   11:45 - 12:45, Julie D. Globus
   1. Top Questions to Ask the Entrepreneur
   2. It's Not All About Tax: Investor Attraction, Flexibility, Governance, Protection and More
   3. Taxation Comparison and Implications
   4. Multiple Entity Considerations
   5. It Depends: Entity Choice Case Studies
   6. Converting Entities
3. Financing and Capital Raising
   1:15 - 2:15, Steven Fried
   1. Understanding the Entrepreneur's Goals/Needs
   2. The Array of Funding Options: SBA Loans-Social Funding Platforms
   3. Executing a Capital Raising Strategy that Fits the Business
   4. Taking and Managing Debt
   5. Equity Financing and Venture Capital
   6. Securities Law Primer - Why and When Should I Care?
   7. Practical Tips, Forms and Resources
4. Hiring Employees and Contractors
   2:15 - 3:15, Steven Fried
   1. Overview: Legal Issues When Interviewing and Hiring
   2. Independent Contractors vs. Employees
   3. Employment Classifications
   4. Employment Agreement Key Provisions, Drafting Tips and Samples
   5. Structuring Compensation and Guaranteed Payments
   6. Attracting Key Employees with Equity: Mechanics and Implementation
   7. Basics of Employee Benefits and Handbooks
   8. Practical Tips, Forms, and Resources
5. Drafting Strategies and Forms: The Early Stages
   3:30 - 4:30, Julie D. Globus
   1. LLC Formation Package
   2. Corporation Formation Package
   3. Important Clauses: Contributions, Distributions, Buy-Sells, Exit, and More
   4. NDAs and Non-Competes
   5. DBA Registration
6. What Non-IP Attorneys Need to Know About IP
   4:30 - 5:00, Steven Fried
7. Ethical Concerns for the Startup Attorney
   5:00 - 6:00, Delia Bouwers Bianchin
   1. Going into Business with a Client
   2. Conflicts of Interest, Generally and with Specificity
   3. Avoiding Conflicts
   4. There is an Actual or Potential Conflict... Now What

Accreditation Details:

Delia Bouwers Bianchin is an attorney at OGC Law, LLC. Ms. Bianchin has two decades of high level experience practicing law. For the first half of her career, she focused in complex commercial litigation at two large prominent law firms in Pittsburgh; and the second half as in-house counsel for a diversified contract manufacturing company and for a dynamic start-up. In her first ten years of practice, Ms. Bianchin practiced complex commercial litigation at the both K&L Gates (formerly Kirkpatrick & Lockhart LLP) and Eckert Seamans Cherin & Mellott LLC. She then joined Penn United Technologies, Inc., and for 10 years held the position of general counsel for the diversified, international precision tool and die manufacturing company based in Cabot, Pennsylvania. Ms. Bianchin earned her B.A. degree in English from Calvin College and her J.D. degree from the University of Pittsburgh School of Law, where she served as the editor-in-chief of the Journal of Law and Commerce, and the research editor for the University of Pittsburgh Law Review. She is actively involved in community affairs, and currently serves on the national Christian Legal Society Board. Ms. Bianchin is the founding president of the Western Pennsylvania Chapter of the Christian Legal Society; and is a member of the Butler County, Allegheny County and Pennsylvania bar associations.

Steven Fried is a sole practitioner with OlyverClarity Inc. Mr. Fried earned his J.D. degree from University of Tennessee - College of Law.

Julie D. Globus is a partner with the law firm of Sabharwal Globus & Lim LLP, in West Nyack, New York, where she practices in the areas of purchase and sale of debt of distressed companies, international mergers and acquisitions, leverage acquisitions, mergers and acquisitions, and finance. Ms. Globus is an associate member of the Association of Certified Fraud Examiners. In the context of her established information wall and compliance practice, she has expanded to assist her clients with building an architectural framework for compliance with state and federal securities and finance laws, and in establishing strong internal controls. Ms. Globus earned her B.A. degree from Skidmore College, her M.A. degree from Hebrew University of Jerusalem, and her J.D. degree from Rutgers State University of New Jersey-Newark campus.