October 24, 2024 - "Ask Me Anything" with experienced attorney and executive Gera Grinberg

• 8am - doors open / breakfast provided by Insperity & K-Brew
• 8:30 - Program begins with kickoff from KEC team and intro to the day's topic
• 8:30 - 9:30 - Guided conversation with q&a from audience throughout (BRING YOUR QUESTIONS!)
• 9:30-10 - networking

This will be the last "In the Room" session for 2024, and "with all due respect", we decided to let Gera himself take the "hot seat"! Bring your toughest questions about your business, or dig deeper into anything we've covered so far, including...but certainly not limited to...

Let's Make a Deal: Reviewing all of the different kinds of deals, including some horror stories and “gotchas” to be aware of. This can include an overview of angel investors, friends and family investors, larger more sophisticated private equity, and selling (or acquiring) a company. It can also include reviewing an investor agreement and what matters most when you are fortunate enough to have an investor ready to invest.

Life Cycle of a Deal: From the NDA to the LOI to the “main” agreement (investor / purchase agreement), transition, etc. and everything in between (e.g., leases, purchase orders, etc.) as well as the “gotchas” along the way. A bit of a deeper dive than “Let’s Make a Deal”.

Entity Structure: What you need to know about how to select your initial entity type (C, LLC, S, LLP, sole proprietorship, etc.). Considerations that influence this decision (such as taxes, liability, extra filings, etc.). Also, tips on how to navigate, how it might change over time (including avoiding costs and frustration).

Commercial Leases: Things to consider when signing a commercial lease for your business, including personal liability for the owner / tenant. And, yes, you pay base rent, but typically, you also pay a pro rata share of NNNs (Maintenance, Taxes, and Insurance).

Entering (and Exiting) Partnerships: What should you think about as a “prenup” of sorts for entering a partnership, including who (which partner) is going to do the work, can you have another job, who is going to manage the company, who is going to own the IP, can you bring others into your “marriage” / partnership, etc. And, of course, what happens when a “divorce” occurs.

What do investors REALLY care about?: Diving deep into the REAL needs/wants/concerns of potential investors in the current market, and how to tap into the right networks/relationships to make progress happen. Also, how not to lose your mind while going through the process.

August 22, 2024 - Intellectual Property: Copyrights, trademarks, patents, the USPTO, foreign IP filings, registration protection, filing “counterfeit protection documents” with customs (border control) - and generally what matters and what doesn’t.

“I Do Not Like You – Can I Fire You?”: Employment issues, including discrimination, retaliation, EEOC, and all the related rules and policies to know as you grow.

About Gera Grinberg:
Gera founded Grinberg Law Offices in 2007, a full-service practice representing businesses, boards, and individuals. Gera serves as a fractional General Counsel and business consultant, and provides leadership development and practical training for in-house legal departments as well as executive coaching for C-Suite and boards of directors. Grinberg has represented Fortune 100 companies, international media and technology companies, the largest healthcare company in the world, and he has managed mergers & acquisitions totaling over $1,000,000,000,000.

Special thanks to our hospitality sponsor, Insperity, and K-Brew for providing breakfast!

Stay tuned for "In the Room" 2025, and if you've got an idea, question or just want to get in touch, please reach out to chris@knoxec.net or visit us at knoxec.com.