Buchalter and Ernst & Young are teaming up to provide a financing bootcamp for local startups. The workshop will consist of sessions led by attorneys at Buchalter and accountants at Ernst and Young.

Date: Thursday, November 29, 2018

Time: 12:00 pm – 1:30 pm

Location: Buchalter, 500 Capitol Mall, Suite 1900, Sacramento, CA

Register Now. Seating is limited.

Buchalter Presents: Startup Financing Bootcamp

Overview of a Term Sheet
Presented by: Jim Dyer

Term sheets form the basis of any capital-raising transaction and outline the key terms and conditions of an investment. Knowing how to negotiate these terms and focusing on the most important issues in a deal can be critical to a company’s success.

Jim Dyer will provide a high-level overview of term sheets and tips for navigating through them. Discussion topics include:

  • the general purpose of a term sheet
  • binding and nonbinding terms
  • the material terms of a term sheet for capital raising
  • introduction to the related agreements that come afterwards; and
  • practice tips for the negotiation

 

Protecting Your Intellectual Property: Internal and External Risks
Presented by: Dylan Wiseman

Many startup entrepreneurs are not aware of California laws around the ownership of intellectual property. The concepts for products or services are the life-blood of a company’s operations and future. There are various junctures where a startup’s IP could potentially be disclosed – raising capital, recruiting employees, beta testing or testing a prototype, and in day-to-day meetings.

Dylan Wiseman will discuss the importance of protecting intellectual property each start-up should take in both legal and technical measures.

 

Ernst & Young Presents: Avoiding Tax and Financial Blunders for Startups

Overview
Presented by: Jason Petersen & Ray Loyd

Startups run in many directions at the same time.  Driving the business, including obtaining the financing to do so, takes a lot of management’s bandwidth and can lead to making some costly mistakes in the areas of taxes and financial reporting.

Jason Petersen and Ray Loyd, Partners with Ernst & Young, will draw upon their years of experience serving startups and growing companies to provide an overview of frequent oversights and how to avoid them.

 

About the Presenters

Jim Dyer
Jim Dyer is the Managing Shareholder of the Sacramento office of Buchalter. With more than 25 years of experience as a corporate and bank regulatory lawyer and a background in public accounting, Mr. Dyer serves as outside general counsel to a number of business enterprises ranging from privately held businesses to a publicly traded company, including financial institutions.

 

Dylan Wiseman
Dylan Wiseman is Chair of Buchalter’s Trade Secret & Employee Mobility group. Mr. Wiseman practice focuses upon intellectual property protection. Mr. Wiseman has extensive jury trial experience. He has been lead trial counsel in several complex-designated unfair competition jury trials, including an eight-week jury trial. Mr. Wiseman also has substantial first-chair experience in complex arbitrations. Mr. Wiseman also defends businesses accused of engaging in trade secret misappropriation and acts of unfair competition. He also counsels employers and start-ups regarding best practices for intellectual property protection and avoiding employee raiding problems.

Jason Petersen
Jason is a Tax Partner in EY’s Northern California Tax Practice. He has served clients for 17 years in many industries including technology, life sciences, agriculture, retail, cleantech, biotechnology, retail, manufacturing, and real estate. Jason is a graduate of Brigham Young University with a Masters in Tax and an undergraduate degree in Accounting. He is a member of the American Institute of Certified Public Accountants. Jason was an adjunct professor at Golden Gate University where he taught tax research methodology in the Masters of Tax program.

Ray Loyd
Ray is an Audit Partner in EY’s Northern California practice and has over 25 years of experience serving public and privately held clients in diverse industries, focusing on growth-oriented technology, manufacturing and real estate/hospitality companies. Throughout his career, Ray has assisted his clients with IPO’s, business acquisitions, and other strategic financing transactions. Clients served have ranged from start-ups to large domestic and multinational companies and those traded on the NASDAQ or NYSE.