Advise your clients with assurance on the practical issues of raising capital, tax and regulatory compliance, and protection of business operations.

Capital sources and strategy

The business plan

Private placements; venture capital agreements

Equity and debt financing, including private offerings under Regulation D and crowdfunding

Initial public offerings

Equipment leases; letters of credit

Business insurance

Intellectual property protection

Cybersecurity

Licenses, permits, and registrations

Tax and accounting elections; tax compliance

1. Seeking Capital: Sources and Strategy

2. The Business Plan

3. Agreements Among Founders

4. Structuring a Financing Transaction

5. Forms of Securities

5A. Issuing Common Shares to Founders and Investors

6. Private Placements

6A. Drafting a Private Placement Memorandum Under Regulation D

6B. Equity Crowdfunding

7. Investor Agreements

8. Loan Financing

9. Letters of Credit

10. Equipment Leasing

11. Business Insurance

12. Intellectual Property Protection

13. Cybersecurity

14. Licenses, Permits, and Registrations

15. Tax and Accounting Elections

16. Tax Compliance

17. The Decision to Make a Public Offering

18. Preparing for a Public Offering

19. Accessing the Public Markets

19A. Special Purpose Acquisition Companies (SPACs)

20. Registering a Public Offering

20A. SEC Chart of Capital-Raising Exemptions

21. Securities Law Citations