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.


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.


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.