Startup Lawyers for Vermont
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Meet some of our Vermont Startup Lawyers
Nicholas M.
Nicholas Matlach is a cybersecurity expert (CISSP) and an attorney who is dedicated to helping small businesses succeed. He is a client-focused professional who has a deep understanding of the challenges that small businesses face in the digital age. He also provides legal counsel to small businesses on a variety of issues, including formation, intellectual property, contracts, and employment law.
"Enjoyed his demeanor. Professional yet down to earth. The document created for me was very explicit and easy to read. I would recommend :)"
October 1, 2023
Brittany B.
I am a tax attorney with years of experience as in house counsel at an accounting firm. I have also done tax litigation and audit representation. I work with for profits and non profits.
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D. Cassie B.
Cassie Bermudez Engel is a seasoned family law attorney with over a decade of litigation experience across Florida. She focuses her practice on divorce, custody and timesharing, alimony, child support, prenuptial and postnuptial agreements, and post-judgment enforcement and modification. Cassie has served as lead counsel in thousands of cases and has represented clients in matters ranging from amicable settlements to high-conflict litigation. Before founding her own practice, Cassie honed her skills at boutique family law firms, served in-house for major insurance carriers, and was a partner at a nationwide law firm. She brings a strategic, results-driven approach to every case, with a particular focus on protecting her clients’ financial interests and guiding them through some of life’s most challenging transitions. Cassie is known for her clear communication, compassionate advocacy, and unwavering commitment to achieving the best possible outcomes for her clients.
"Working with Cassie was great! Not only did she stay on budget and was very responsive, but she completed the job on time. Cassie took her time to answer all of my questions and was a pleasure to work with. Would recommend!"
Matt B.
Matt practices law in the areas of commercial finance, contract law, business & corporate law, and residential and commercial real estate (with a particular emphasis on retail shopping centers and office buildings). He has extensive experience in negotiating and structuring complex commercial loan, asset acquisition, asset disposition, leasing and real estate transactions. Matt additionally works on various general matters for clients such as forming LLCs and corporations, preparing various LLC and corporation documents and drafting and reviewing various types of contracts and agreements for clients and providing advice regarding same. Matt provides clients with extensive and timely communication on their matters and ensures that his clients are well represented and highly satisfied with their legal representation and the work product provided. Matt offers all potential clients a free initial consultation to discuss their legal matters prior to engaging his firm to represent them. Prior to opening his law firm Matt worked for many years in the New York City office of a large international law firm where he counseled large multi-national businesses, financial institutions, investment groups and individuals on highly sophisticated business, financial and real estate transactions. Matt provides his clients with diligent legal representation on their matters with a very personal approach.
"Mr Bales is a true professional. Great representation and will use his services again. Jim"
September 6, 2023
Nadir C.
I am a licensed attorney in Illinois, I am currently a Regulatory Compliance Analyst.
September 11, 2023
Torrey L.
Torrey Livenick, Esq. is a fourth generation Colorado lawyer. Although she was born in California and raised in Nevada, she spent every summer in Colorado and knew she planned to make Denver her home. After graduating from Bryn Mawr College with a degree in Classical Culture and Society, she returned to Las Vegas to work as a paralegal. Once she spent five years building her skills and confirming her interest, she attended Emory University School of Law. Torrey’s interests include trivia (she even was a contestant on Jeopardy! during her law school days), video games, playing with her cats, and the arts. She is active in pro bono organizations including Metro Volunteer Lawyers.
September 6, 2023
Peter H.
Haber Law Firm, APC, is a transactional business law firm with a focus on small/mid-market business purchases and sales, outside general counsel, and start-up assistance for businesses in their early stages. Peter Haber started Haber Law Firm, APC after several years as a legal executive at Popcornopolis, a gourmet popcorn brand sold at groceries and stadiums nationwide. In this role, Peter served as the company’s sole in-house legal advisor as it related to all functions of the company’s operations, including dispute resolution, compliance, and employment law, to name a few. With his help and guidance, the company relocated its entire corporate and manufacturing operation, developed a new factory and warehouse, and was successfully acquired by private equity. Prior to this, Peter was a litigator and business attorney with distinguished Los Angeles litigation boutiques. Such matters included the representation of numerous businesses in litigation and in the resolution of pre-litigation disputes as well as the representation of professionals in liability defense matters, including hospitals, physicians, and brokers.
Kyle T.
Obtained J.D. in December 2021, admitted to the Indiana Bar in November 2022. Began working as a clerk for civil defense firm in March 2022 and have been the same firm to the present, currently working as an Associate Attorney.
September 7, 2023
Sashi S.
Credible history in navigating complex legal landscapes to deliver strategic solutions that optimize employee benefits programs and healthcare compliance. Demonstrated mastery in interpreting and applying ERISA, HIPAA, and ACA regulations, safeguarding client interests, and minimizing legal risks. Remarkable background in advising diverse clientele, ranging from corporations to healthcare providers, on intricate regulatory frameworks, compliance strategies, and litigation support. Adept at crafting innovative strategies, providing expert guidance, and driving compliance with unwavering precision. Skilled in leveraging unique skill set that combines medical knowledge and technological proficiency to address multifaceted challenges at intersection of healthcare and technology. Exceptional project management skills with track record of contributing to high-impact initiatives. Accomplished in drafting and negotiating contracts, mitigating legal risks, and streamlining processes.
September 7, 2023
Paola R.
Attorney admitted to the New York State Bar. Hispanic. Eager to meet client's needs and provide legal assistance.
Gina O.
see resume.
September 8, 2023
Matthew K.
I am a seasoned attorney specializing in data privacy, information security, and intellectual property law, with over 19 years of experience. As a Certified Information Privacy Professional, I provide strategic legal counsel to organizations navigating the complexities of data protection, compliance, and technology transactions. My extensive background includes working with both public and private sector clients, contributing to academia as a subject matter expert, and serving in leadership roles within influential legal organizations. This combination of practical, academic, and leadership experience enables me to deliver tailored solutions that align with business objectives and mitigate legal risks. Expertise: I have a proven track record of drafting, negotiating, and advising on a wide range of agreements and legal documentation, including: Data Law & Privacy: - Privacy Policies compliant with GDPR, CCPA, and other regulations - Information Security Policies and Documentation - Data Processing Agreements (DPAs) - Incident Response Plans and Data Breach Protocols - eDiscovery Protocols and Legal Hold Documentation Technology Transactions: - Software Development Agreements (including Mobile Apps) - SaaS and Subscription Agreements - IP Licensing and Royalty Agreements - Technology Outsourcing and Cloud Service Agreements Corporate & Commercial Agreements: - Master Services Agreements (MSAs) - Joint Venture Agreements - Non-Disclosure and Confidentiality Agreements - Real Estate Purchase & Sale Agreements - Loan Agreements and Financial Documentation Employment & Operations: - Employee Handbooks and Workplace Policies - Employment Contracts - Supply Chain and Logistics Agreements Creative & Digital Content: - Sponsorship Agreements - Digital Creator and Influencer Agreements - E-Commerce Terms & Conditions My approach is centered on delivering results that protect my clients' interests while facilitating innovation and growth. Whether advising startups, established corporations, or creative professionals, I leverage my deep understanding of data-driven industries to craft agreements that address current needs and anticipate future challenges. If you’re seeking a responsive, detail-oriented legal partner with a focus on data law and cutting-edge technology, I’d be delighted to assist with your next project.
Startup Legal Questions and Answers
Startup
Terms Sheet
California
What are the most important things to look at in a term sheet?
I am expecting to get a few term sheets from investors in the next month. I want to know what I should be looking for.
Ramsey T.
Every term in a term sheet, by definition is important. A term sheet is a summary of the most important parts of a "deal" - a way of getting to and negotiating the hear of the deal before filling in the gaps with boilerplate. Therefore, you should make sure that you understand all of what has been proposed and negotiated in the term sheet - even the provision that don't seem that important - because they wouldn't be in the term sheet if they weren't a key term to one side or the other.
Startup
Founders' Agreement
Alabama
How to issue stock to co-founder?
I have some questions about granting stock to co-founder below. Thank you for answering my questions. 1. Company A plans to offer stock options (1000 shares) to employees. These stock options come with a vesting plan. Before the stock options vest, who are holding the stocks (1000 shares)? Or the stocks are to be issued only if the employees decide to exercise? 2. Vesting stock for co-founders: Mr. A founds a company and he invites Mr. B to join as a co-founder. Mr. B tells Mr. A that he wants to put in money as well and therefore wants to have 30% of the company. Mr. A, after reading a lot of information on Contractscounsel.com, thinks that he should give Mr. B vesting stock options rather than outright stocks, as that would help him help him avoid possible problems if Mr. B decides to leave the company after several months. What is the best way for Mr. A to handle this situation while keeping Mr. B interested?
Jane C.
2. The best way for Mr. A to address his concerns and keep Mr. B interested is by offering him restricted stock that vests over time. Mr. B will receive dividends and have the right to vote; however, the Company can buy the unvested shares back if Mr. B decides to leave the Company before a certain period of time. Disclaimer - This information is provided for general informational purposes only. No information contained in this post should be construed as legal advice and does not establish an attorney-client relationship.
Startup
Founders' Agreement
Texas
Signing Founders Agreement as non-us resident?
I am from Ecuador and I am going to sign a Founder's Agreement with a person from Texas. I want to know in detail what are things I must take into consideration before signing this agreement.
Don G.
I'm assuming the Founders Agreement is an agreement establishing owners, managers and ownership percentages. You should focus on: Terms regarding when your interest in the company vests; How your shares will be valued in the case you want to leave or are terminated; It should include some type of waiver of individual liability for acts taken on behalf of the company; and Voting rights - If there is only one founder that has a large percentage of ownership (like 75%), you need to make sure the terms give your vote power. This can be accomplished by each founder having 1 equal vote. If the largest owner of the company owns less than 50% interest and there are 3 or more members, there's no real fear of one person making all of the decisions. I'm sure there are other items to consider as every such agreement is unique. Best of luck!
Startup
Convertible Note
California
Convertible note vs. equity financing?
I am an entrepreneur and I am in the process of raising capital for my startup. I am considering both convertible note and equity financing options and am trying to decide which one is best suited for my company. I need to understand the key differences between the two options to make an informed decision.
Thaddeus W.
Good question. Convertible notes (as well as SAFE's, discussed below) differ from equity in several respects. The most fundamental difference is that a convertible note is debt. A second major difference is that, although the note is debt, its terms include the noteholder's right to acquire an equity position in the future; if a certain event later occurs (defined in the note, but typically the sale of preferred stock to a future investor (e.g. a venture capital firm), but also a sale of the company can have a similar effect), this will trigger the note to convert into equity and the note is "satisfied" ... that is, the debt is extinguished when the note converts and the holder thereby becomes an equity holder (typically coming to own shares of preferred stock very similar to that issued to the future investors in that triggering event). These two differences are related to a third. A convertible note is often issued without a valuation of the company. For example, when a startup business has no operating history, it is impossible for the startup founders or the investor to decide what the company is worth. Equity cannot be issued for a fair market value (FMV), since there is no basis to determine what the FMV is. A convertible note resolves that by giving the investor (the note holder) the right to convert the note into equity later on, when another investor and the company can agree on a company valuation. In other words, the convertible note allows the company to "kick the can (of valuation) down the road" to be dealt with at another time. But, since a convertible note is debt, is has a repayment provision, and normally carries interest. This means that the note is carried on the company's balance sheet as debt, and presents the company with the future obligation to repay the note if a conversion event has not happened before the note's maturity date. So, SAFE's are often used, especially now that they have become so familiar to investors. (SAFE stands for Simple Agreement for Future Equity). Essentially, as SAFE is a convertible note without the debt features. A SAFE carries no interest and does not have to be repaid. The investor in a SAFE will normally be sophisticated and able to assess the chances the company will do well enough for a conversion event (the issuance of preferred stock, or a sale of the company) to result in the investor's SAFE converting, and thus give the investor comfort that would otherwise be lacking in an instrument that has no repayment obligation. Like a convertible note, a SAFE kicks the can of valuation down the road, where a valuation can later be determined by the company and a future investor. Founders should exercise caution in issuing convertible notes or SAFE's. Among other reasons, founders commonly do not appreciate the impact that convertible notes or SAFE's can have on the founders' own ownership. Convertible notes and SAFE's often include a feature called a "valuation cap." This can result in surprising dilution, as well as the issuance of equity to the converting note or SAFE holder at what is effectively a very low price per share, costing the company far more than the founders may have expected. Also, notes and SAFE's with very similar, but different, terms can result in a complicated capitalization table, making negotiations with venture capital firms later on more difficult, an equity transaction more complex, and thus the process more time-consuming and (therefore) more expensive.
Startup
Convertible Note
New York
Do startups use convertible notes?
I am working to figure out what I should use for a group of investors I am speaking to about my startup. We're a technology company that is very early on. We want to raise a bit of money so we can further develop our software and pay the founders.
Ramsey T.
Start-ups do raise capital through the use of Convertible Notes. Convertible Notes are starting to fade as the preferred sort of convertible instrument for start-ups and as SAFES become more prevalent. Convertible Notes are still quite common in more "traditional" start-up industries, such as those that involve real estate, manufacturing and other legacy industries.
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