Startup Law Initiative: Exits Through M&A for the Successful Company

Thursday, September 5, 4:00 pm - 5:00 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hour

Meet the Speakers

Anna C. Jacob

Managing Director

American Discovery Capital

Eric Perlmutter-Gumbiner

Partner

Corporate and Mergers and Acquisitions

Greenberg Glusker LLP

Mark T. Hiraide

Partner

Advisor to Entrepreneurs, Startups, and Publicly Traded Companies

Mitchell Silberberg & Knupp LLP

(Moderator)

LaVonne D. Lawson

Counsel

Leech Tishman

Tax, Trusts & Estates

(Moderator / Series Organizer)

About the Program

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?

The BHBA Startup Law Initiative aims to provide attorneys with practical legal resources for their startup clients through a series of meticulously crafted webinars. These webinars will include scheduled question and answer sessions about fundamental legal requirements and optimal strategies for establishing and nurturing innovative enterprises.

Tuesday, 4/30, 4:00 pm - Current Developments in Startup Law: AI, CTA, and the Latest on Non-Compete Agreements

Monday, 5/14, 4:00 pm - Funding

Tuesday, 6/17, 4:00 pm - Governance

Tuesday, 6/20, 11:00 am - Attracting and Retaining Talent for Startups: Employee Incentive Plans, Payroll Concerns, Immigration Law Issues

This series is developed by Howard S. Fisher, Thomas Gaffney, Stephanie Granato, LaVonne Lawson, William Norman, Bill Staley, and Michele F. L. Weiss.

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CLE CREDIT: BHBA CLE programs are eligible for credit in all jurisdictions with mandatory CLE requirements, subject to accreditation and restrictions below. The process for obtaining credit varies by state. For comprehensive details on course accreditation, please email help@bhba.org. Always refer to the registration page and/or course flyer for detailed CLE information for each course.

BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut,

and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.