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
Maximizing Intellectual Property Protection: Balancing Patents and Trade Secrets for Startups
Understanding the pros and cons of using patents and trade secrets to safeguard IP, as well as the potential for strategically combining these approaches, can provide comprehensive protection for innovations.
Next Steps for Startups: Post-Incorporation Checklist
Now that your business is officially on the map, it is time to take the next crucial steps to ensure a solid foundation for growth and success. This checklist provides new businesses with a roadmap to navigate the post-incorporation phase efficiently.
Venturing Smart: Essential Practices and Precautions of the Venture Capital Advisers Exemption
The Venture Capital Adviser Exemption provides significant regulatory relief for investment managers that solely advise venture capital funds and can significantly decrease an investment adviser’s regulatory burdens.
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.