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EFactor Presents: Legal Advice for Entrepreneurs and Their Companies

EFactor Presents: Legal Advice for Entrepreneurs and Their Companies

An interactive workshop covering crucial tax and legal issues facing entrepreneurs and their companies during the business lifecycle from start-up, expansion and exit.  Our legal experts will give your professional advice on these and many more topics:

·         Getting the initial structure right

·         Rewarding employees with equity

·         Exit routes

·         Spouses as shareholders

·         Research and Development tax credits

·         Equity or debt financing from investors

·         Having a group of companies

·         'Cleaning' up a group to maximize tax reliefs (or to avoid losing them)

·         Inheritance tax issues with companies and groups

·         Liquidations - when it all goes wrong

A key part of the workshop will be the opportunity to discuss with fellow entrepreneurs tax and legal issues they are facing and what solutions they found to be the most beneficial. You will be able to learn from others as to how to avoid legal mistakes and solve the problems you are facing now without spending large amount of money on legal help.

William Carleton is a member of McNaul Ebel Nawrot & Helgren PLLC. Drawing on experience that spans the history of the Web, Bill counsels entrepreneurs, technologists, investors, board directors and executives who found, nurture and monetize growing companies. Bill blogs daily at Counselor @ Law ( and is frequently quoted on topics ranging from social media, to securities law reforms, to the #Occupy Wall Street movement. He is also one of the two lawyers behind Startup Trivia, an app for iOS and Android with daily questions about startup law and culture. 

Adam Philipp is the Founder of ÆON Law has been involved in the strategy and prosecution of patent applications in the software, electrical devices, consumer products and related fields since 1998 and with Internet and technology related law since 1995. Ever the entrepreneur; Adam also can be found creating iPhone apps and electronic gadgets. 

Joe Wallin (Partner, Davis Wright Tremaine LLP) is a business transactions attorney whose practice focuses on emerging, high growth, and startup companies. Joe frequently represents companies in angel and venture financings, mergers and acquisitions, and other significant business transactions. Joe also represents investment funds, investors, and acquirers of businesses. He provides general counsel services to companies of all sizes, from startup to post-public, and is the founder of Joe has been selected to "Washington Super Lawyers" in Law & Politics and in addition he has been written up twice and pictured once in TechCrunch! 

John J. Tollefsen is an attorney at Tollefsen Law PLLC. Mr. Tollefsen obtained a degree in Business Administration and started his practice with the goal of helping entrepreneurs build successful businesses. He has added to his knowledge and experience through more than 37 years of legal practice and his own entrepreneurial endeavors. He has worked on many private and public financings in a wide range of industries. After representing hundreds of businesses from formation through their inevitable challenges (like litigation or even bankruptcy), he has developed an unusually broad background to assist entrepreneurs. He has offices in Oregon, Washington, and New York.  

Just a tip: If you are planning on attending more than one of our events this year (each city hosts at least six events), why not get our Events Access package for only $45. Enroll today and save!

Please let us know via membersupport if we can assist you with anything at all. 


On March 12th EFactor and the Seattle Entrepreneurs had a successful event called "Legal Advice For Entrepreneurs & Their Companies", with nearly 60 entrepreneurs attending in the large conference room at Davis Wright Tremaine in downtown Seattle. As usual, people arrived early, eager to network and learn. My assistants got people checked in and every seat in the room was filled. Food and drinks were offered and the panel discussion started at about 6:30pm.

The panel featured: William Carleton (McNaul Ebel Nawrot & Helgren PLLC), Steve Cook (CPA), Adam Philipp (ÆON Law), John J. Tollefsen (Tollefsen Law), and Joe Wallin (Davis Wright Tremaine LLP). I moderated the event, asking our panel about company formation (choosing LLC, C corp, S corp, partnership, etc), IP issues (trademark, patent, copyright), company bookkeeping, tax issues, etc and also fielded many questions from the audience, as I wanted to make sure everyone who came to the event received a lot of value and got their questions answered.

The audience seemed to be very grateful to receive such great advice from all of our experts at such a low cost. One of the favorite quotes of the evening came from Steve Cook (CPA) who said,

"Years ago an attorney gave me some very good advice. He said, 'Steve, you've protected yourself against every possiblilty in this company for failure - you did not protect yourself against the possibility of success'."



Moderator: Peter Fosso (Entrepreneur & Startup Coach/Consultant)

Note on Pricing:

Early Bird Special - $10 (Ends 3 weeks before event date, sign up early!)

Regular Price - $15

Price at the door - $20


5:30pm - 6:00pm Pre-Event Networking Hour


6:00pm - 6:30pm Keynote Speaker


6:30pm - 7:30pm Panel Discussion


7:30pm - 8:00pm Audience Q&A


8:00pm - 8:30pm Post-Event Networking Hour


8:30pm - Event ends 


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