The Entrepreneur's Guide From Start to Finish

A resource for smarter companies

1 Get Started

Assess current employment

Protect your idea

  • Non-disclosure, intellectual property, and contribution agreements
  • Patents, copyrights, trademarks, trade secrets, domain registration, etc.
  • Technology licensing and development

Set up your company

Draft governing documents

  • Articles of incorporation, bylaws, and shareholder agreements
  • Operating and partnership agreements
2 Move Up

Fund your company

  • Bootstrapping/crowdfunding, friends and family, angels and VC’s
  • Convertible debt vs. equity
  • Securities laws – private placements, finder’s fees and valuations
  • Preparation and diligence

Prepare agreements

  • Customer and client
  • Vendor and supplier
  • Licensing and intellectual property
  • Employees/contractors

Manage your team

  • Employees/contractors
  • Board of directors/advisors
  • Incentive structures – equity and non-equity
3 Go Big

Extend your financing

  • Additional equity rounds
  • Loans/credits
  • Securities laws

Manage hiring and growth

Expand your company

  • Strategic partnerships
  • Mergers and acquisitions
4 Plan Your Exit

Create an exit plan

  • Initial Public Offering (IPO)
  • Equity vs. asset sale
  • Liquidation and wind-down
  • Estate and succession planning
  • Preparation/house cleaning


Execute your plan

  • Engage investment bankers/brokers
  • Navigate the process (negotiation, LOI’s, deal documents, due diligence, etc.)
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