Tag Archives: Planning.

Entrepreneur’s Question: “Could you please clarify for us what type of information our company is legally obligated to provide to (minority) shareholders, and how often (e.g., financial statements, cap table, etc.)?”

Entrepreneur’s Question: “Today, I am a sole proprietor and have a general partnership agreement with my wife. I need a real simple corporation, maybe an S corp. Could you please help me figure out the right type of company to set up?”

Entrepreneur’s Question: “How should I expect liquidation preferences for holders of convertible notes to work?”

Confidentiality Agreements, also known as Non-Disclosure Agreements or “NDAs,” are an important tool for your business operations. The “NDA should be part of your business DNA” and we explain some of the key issues about why, when and how you should use an NDA as part of your business operations.

Entrepreneur’s Question: “I would like to set up an advisory board and get a few people to serve as advisors. In exchange for introductions and advice, I’d like to give small equity stakes to five people. How easy is that?”