Workshop: Structuring Your Company for Success

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Workshop: Structuring Your Company for Success

February 8 @ 6:00 pm - 9:00 pm

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Structuring Your Company The Right Way 

Choosing a structure for your company is typically a confusing and difficult process.  Ask three lawyers and get five different answers!  Corporation or LLC?  Delaware, California or Nevada?  C-corp. or S-corp.?  Confused?  Many factors come into play when choosing an organizational structure. While most choices are not irrevocable, it is in entrepreneur’s best interest to make a well-informed decision early.

Highlights

•What type of entity should you use, and why?
•Where to form that entity?
•What are the tax ramifications of your decision?
•What else do I need to consider?

Speakers:

Bart Greenberg | Pivotal Law Firm, Inc.

Bart GreenbergBart Greenberg practices general corporate law with an emphasis on mergers and acquisitions, debt and equity financings and the cost-effective representation of entrepreneurs, start-ups and emerging technology companies.  Bart’s experience extends to all types of general corporate matters, essentially serving as outside general counsel to most of his clients. Such matters include, among others, mergers and acquisitions, with an emphasis on consolidations and roll-up strategies; private securities offerings, with an emphasis on those for emerging technology companies, including so-called “friends and family,” angel and venture capital financings; debt financings, including senior credit facilities, as well as mezzanine, subordinated and vendor-facilitated debt facilities; the formation of business entities, such as corporations, limited liability companies and joint ventures; shareholder and buy-sell agreements; employment and consulting agreements; and employee compensation matters, with an emphasis on providing equity incentives to employees through the use of restricted stock, stock options and phantom stock plans.

Brad Hall | Managing Director, Hall and Company

Brad Hall

Brad Hall, CPA has over 37 years of experience in providing cutting edge tax and accounting services to businesses and individuals both nationally and internationally from start-ups to multinational corporations. He is a graduate of the University of Southern California where he earned a Bachelor of Science degree in Accounting in 1978 and Master Master’s Degree in Taxation from Golden Gate University in 1986.

Clients include businesses in the fields of real estate, construction, contracting, manufacturing, software development and service industries (medical, and law and other professional services). Brad is a seasoned expert in the Merger and Acquisition field along with consulting with clients with both their personal and business tax planning.

Brad is a member of the American Institute of CPAs, California Society of Certified Public Accountants, Kingdom Advisors and Entrepreneur Organization of OC. In addition, he proudly serves on the board of Serving People in Need (SPIN), Tech Coast Venture Network (TCVN) and Crystal Cove Alliance in his local community.

Brad is a strong believer in educating his clients and the public on current tax and accounting matters.  He frequently writes articles and has been published in periodicals for BusinessWeek, Consumer Reports, Good Housekeeping, CNN, Journal of Accountancy, Money Magazine, Los Angeles Times, Orange County Register, California Real Estate Journal, OC Lawyer, Entrepreneur Magazine, Medical Office Today and This Old House.

Prices:

TCVN Member: Free!  Email breanna@tcvn.org for your complimentary ticket
Non-Member Pre-Sale: $25
Non-Member at the Door: $35
Student w/valid ID: $10

Dinner provided!

Details

Date:
February 8
Time:
6:00 pm - 9:00 pm