Guidance
Our knowledge, distilled.
Every step of the way, startups have a lot to think about. We help ease that burden by considering all the angles and providing clients with clear, forward-looking advice. We know just how quickly the startup landscape can change, so we proactively outline emerging issues and provide actionable recommendations for managing the challenges and opportunities those developments present.
Articles
Equity Compensation: Navigating 409A Valuations
This article demystifies 409A valuations for private companies: what they are, why do you need them, and how do you get them?
Crowdfunding: What It Is and When to Utilize It for Your Business
Crowdfunding offers several benefits that make it an attractive option for startups. Understanding these advantages as well as the limitations of crowdfunding can help entrepreneurs determine when crowdfunding is the preferable means of fundraising for their ventures.
Estate Planning for Founders - Part II: Planning with Qualified Small Business Stock
If you own stock that is QSBS, you are probably aware that you may be eligible to receive a significant exclusion on capital gains taxes when you sell your company. What founders do not often know is that they can multiply this exemption using certain types of trusts.
Savings Plans for Startups
Opening a retirement savings plan for employees (including founders!) is often a low-priority issue for startups and small businesses, but several states, including California, are trying to change that.
Trademark Fundamentals: Distinctiveness
Understanding the levels of trademark distinctiveness can help startup founders make informed decisions when selecting and registering trademarks.
Trademark Fundamentals: Likelihood of Confusion
A core concept in trademark law that every startup founder should understand is “likelihood of confusion.” This legal standard plays a pivotal role in both trademark registration and enforcement.