BarbriSFCourseDetails
  • videocam Live Online with Live Q&A
  • calendar_month December 2, 2025 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Corporate Law
  • schedule 90 minutes

Representing Startups: Choice of Entity, Protection of IP, Employment Agreements, Equity Compensation, and More

BarbriPdBannerMessage

About the Course

Introduction

This CLE course will provide counsel with an understanding of the critical issues which must be addressed by a startup before commencing business. The panel will discuss how to document the management role, compensation and exit strategy for the founders, the importance of entity type and structure, protection of trade secrets and intellectual property, employment agreements and equity compensation, issues with third-party contractors, and more.

Description

Entrepreneurs and existing companies start hundreds of thousands of new businesses annually, which all encounter similar challenges. The birth of a business presents the best chance to address issues, which, if done early, can avoid costly litigation later.

The roles, equity ownership, and compensation of the founders must be clearly defined. There should usually be an agreement on how to transfer equity and how the business will proceed if any founder leaves the company. Equity may be a necessary component of hiring key employees, but it must be structured so as not to impair future capital raises.

The startup must immediately position itself to finance its operations, hire employees and contractors, and transact business with third parties. Intellectual property rights are vital: IP must become a corporate asset. If not, the individual claiming ownership may try to leave the company with the IP or may seek to extract a premium at the time the business is sold.

The startup's structure should limit liability, accommodate future growth, and consider tax law. It must also have template contracts and procedures in place that enable it to sell to and service its customers, and it usually must do so for a limited legal budget. All of these tasks require the involvement of corporate counsel.

Listen as our authoritative panel discusses how to document the management roles, equity ownership, and compensation for the founders in a startup venture. They will also discuss entity selection, employment and contractor agreements, equity compensation, protection of intellectual property and trade secrets, form contracts necessary for transacting business, and other matters to resolve before moving forward with a new business.

Presented By

Aly Dossa
Shareholder
Chamberlain, Hrdlicka, White, Williams & Aughtry

Over the past twenty-three years, Mr. Dossa has focused his expertise on intellectual property counseling and litigation for software, hardware, medical device and consumer device companies of all sizes, from startups to Fortune 100 companies. He currently serves as both the chair of the Intellectual Property Practice, and the Data Security & Privacy Practice. Mr. Dossa has earned certifications as a Certified Information Privacy Professional (CIPP/US), a Certified Information Privacy Manager (CIPM) and Artificial Intelligence Governance Professional (AIGP) through the International Association of Privacy Professionals (IAPP).

Mital Makadia
Partner
Grellas Shah, LLP

Ms. Makadia concentrates her practice on corporate and securities law. She works with companies in a range of areas, including corporate formation, private securities offerings, and merger and acquisition transactions. Previously, Ms. Makadia practiced at Hogan & Hartson LLP in Washington, D.C., where she represented both public and private companies in a broad-based transactional practice encompassing mergers and acquisitions, securities transactions, corporate governance, and company formation and where she represented clients in their initial public offerings and in other public company work. Ms. Makadia also previously practiced at Kramer Levin Naftalis & Frankel, LLP in New York doing corporate and transaction work for public and private companies.

Jonathan Rubens
Partner
Moscone Emblidge & Rubens, LLP

Mr. Rubens has worked with businesses and investors on transactions and intellectual property issues since the early 1990s. He represents investors and private companies in new venture formation, equity financings, mergers and acquisitions, commercial loan transactions, data security and privacy issues, intellectual property protection, and a variety of strategic transactions. Mr. rubens frequently acts as outside general counsel to privately held businesses and provides US representation to non-US public and private companies. He represents businesses and their principals in M&A transactions, on both the buy side and the sell side, and he also represents clients in commercial finance transactions. Mr. Rubens work on M&A transactions has included working with closely held and family businesses in selling the enterprise to private equity and strategic buyers, he has been engaged to represent management teams and individual shareholders or shareholder groups involved in large transactions, and he has served as local counsel and US counsel for non-US strategic and financial buyers in transactions involving US-based targets. Mr. Rubens also works with enterprise clients on financing transactions ranging from seed financing and early-stage debt to venture and later-stage growth equity financings

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, December 2, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Selection of business entity: tax, finance and other considerations

II. Equity structure and compensation of founders and employees

A. Equity structure options

B. Equity compensation for founders and future employees

C. Shareholder agreements

III. Employment and service provider issues

A. Documenting the relationship

B. Employees vs. independent contractor relationships

IV. Protecting IP

A. Confidentiality/NDA agreements for employees and contractors

B. Protecting company IP and branding

V. Financing business operations

A. Determining source of capital: debt and equity

B. Positioning company for raising capital

VI. Practitioner takeaways

The panel will review these and other key issues:

  • How should equity ownership, management responsibilities, and compensation be documented between the initial founders?
  • When are trademarks, copyrights, and patents needed, and how does existing IP get assigned to the new company?
  • What steps should be taken with employees and independent contractors to protect trade secrets?
  • What are the pitfalls to avoid when deciding on equity compensation for employees?
  • How can choice of entity, state of formation, and entity structure impact future capital raising and tax liability?

he panel