Representing the Small Business Client

In this fast-paced, entertaining presentation, small business attorney and best-selling author Cliff Ennico will focus on the particular challenges lawyers face when representing a small business or an entrepreneurial startup company (there’s a big difference between the two).

Topics to be covered include:

The difference between small businesses and entrepreneurial startups
Areas of the law you need to be familiar with when representing the small business/startup client
The seven steps to forming a legal entity for the small business/startup client
LLCs, corporations, and S corporations: which is the best vehicle for a small business client?
Complying with the federal Corporate Transparency Act
Preparing Shareholders’ Agreements, Operating Agreements, and “Buy-Sell” (restriction on share transfer) Agreement for LLC and corporate clients
How small businesses and entrepreneurial clients are financed, and how attorneys can help with that process
The mechanics of financing by company founders and “friends and family” financings for small businesses
“Angel” and “venture capital” rounds of financing for entrepreneurial startups; and
The basics of crowdfunded offerings under SEC regulations.

Topics covered include: Practice Skills

Agenda:

Introductory Overview
- Brief introduction of the presenter
- What is a “small business,” and how does it differ from an “entrepreneurial startup”?
- Areas of the law which practitioners may encounter when representing a small business client
Organizing the Small Business Client

Your “intake form” for the small business client
The seven steps to forming a legal entity for a small business
Using a limited liability company (LLC) for an entrepreneurial startup?

Small Business Governance and Founders’ Agreements
- Small business management structures for corporations and LLCs
- Shareholders’ agreements (corporations) and operating agreements (LLCs)
- “Buy-sell” agreements and restrictions on share transfer
Financing the Small Business or Startup
- “Friends and family” offerings
- Angel and venture capital offerings (for entrepreneurial startups)
- Crowdfunding: the pros and cons
- When you need to involve a securities law specialist
Questions & Answers (as time permits)

Duration of this webinar: 60 minutes

When: Premieres in 17 days | April 23, 2025 11:00 AM PT

Register Now

Continuing Legal Education (CLE) Credits

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California CLE

Status: Approved

Credits: 1.00 General

South Carolina CLE

Status: Approved

Credits: 1.00 General

Difficulty: All Levels

North Carolina CLE

Status: Approved

Credits: 1.00 General

Texas CLE

Status: Approved

Credits: 1.00 General

This presentation is approved for one hour of General CLE credit in California, South Carolina (all levels), and North Carolina. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours.

Justia only reports attendance in jurisdictions in which a particular Justia CLE Webinar is officially accredited. Lawyers may need to self-submit their certificates for CLE credit in jurisdictions not listed above.

Note that CLE credit, including partial credit, cannot be earned outside of the relevant accreditation period. To earn credit for a course, a lawyer must watch the entire course within the relevant accreditation period. Lawyers who have viewed a presentation multiple times may not be able to claim credit in their jurisdiction more than once. Justia reserves the right, at its discretion, to grant an attendee partial or no credit, in accordance with viewing duration and other methods of verifying course completion.

At this time, Justia only offers CLE courses officially accredited in certain states. Lawyers may generate a generic attendance certificate to self-submit credit in their own jurisdiction, but Justia does not guarantee that lawyers will receive their desired CLE credit through the self-submission or reciprocity process.

Looking for CLE credit? Visit CLE Dashboard

Speaker

Cliff Ennico Attorney
Law Office of Clifford R. Ennico

CLIFFORD R. ENNICO (www.cliffennico.com) is widely considered to be one of America's leading experts on the legal and tax problems facing entrepreneurs and privately-owned businesses. Read More ›

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