Courses and Workshops

Courses

Education is a major component of the LovesCompany Co commitment.

Programs are tailored to the audience and occasion. The following are samples of what is available for your network and events. Kindly inquire for more.

To be notified of upcoming courses, please join our mailing list.

Small Business: Structure

BUSINESS ENTITY MAGIC
FOR BEGINNERS

Learn how to leverage entity selection and tax treatment to save more of the money you make in your business. LLCs, S-Corps, C-Corps, Sole Proprietors: what each mean and what impact they have on your business and your earnings. An overview of when to choose which.

TAX STRATEGIES
FOR YOUR BUSINESS
AND FOR YOURSELF

Discover the tax advantages of owning a business and the strategies to legally lower the tax bill for yourself while saving more money for your retirement, for your family and children's future, and growing wealth.

Small Business: Retirement

MAXIMIZE YOUR
RETIREMENT SAVINGS

Learn how to maximize your own retirement savings through your business. Lower your tax bill, increase your wealth, and supercharge your nest egg for retirement with simple, effective strategies.

SELF DIRECT YOUR RETIREMENT FUNDS

Discover the opportunity to self-direct your retirement funds and invest in what you know and can impact. Create a "Checkbook LLC" to act as your own custodian and invest in private placements, real estate, and other opportunities outside of the stock market to grow your wealth.

Investing
for Beginners

INVESTING
FOR BEGINNERS

Demystify investing and learn the components of Equity and Debt, SAFEs, Convertible Notes, Due Diligence, Investing for Return, Investing for Activism, Public vs Private Investments, Regulation Crowdfunding, and how to read investment documents.

REG CF COMMUNITY COHORTS
sponsored by an issuer

In this 3 part series sponsored by an issuer actively raising capital via a Regulation Crowdfunding campaign, members of the community are invited to learn together. We discuss the basics of investing, how to assess whether an opportunity is a personal fit, and we walk through the investment documents with legal experts and the issuer to explain the terms and answer questions.

Issuers may attend special Q&A sessions with the cohort and post the recording on their raise pages.

Investment
Exit Strategies

EXIT STRATEGIES
FOR THE FUNDED

Discover strategies to reclaim equity from investors who have funded your business. Explore ways to create liquidity and craft "unwind" strategies for funds received through Venture Capital investments. We'll discuss how to do this from the outset as well as how to perform "corrective surgery" years into the investment cycle.

EXIT STRATEGIES
FOR INVESTORS

Learn how to prioritize return of capital in accordance with your own needs. Explore whether to consider small-dollar investments as money-generating investments or change-making contributions. Consider and craft exit strategies for your private investments. Explore paths to liquidity via Debt, Redeemable Equity, and Donor Advised Funds.

Raising Capital
for Business

CAPITAL RAISING
FOR BEGINNERS

Learn how you can legally raise capital for your business in the USA. We'll introduce private placements, SPVs, and community raises via Regulation Crowdfunding and Diversified Community Investment Funds which both raise capital and grow your support base in the community.

INNOVATIVE
CAPITAL RAISING

Dive deeper into Financing structures via Equity, Debt, Mezzanine, and Factoring. Learn the basics of each and how you can apply them to your own business to raise growth capital, Includes innovative approaches such as Revenue Based Financing, Structured Exits, Redeemable Equity, Exit to Community, and tapping into capital in Self-Directed Retirement Funds and Donor Advised Funds.

Small Business:
Mergers & Acquisitions

BUSINESS EXIT
STRATEGIES

Learn how to plan for exiting your small business. Explore selling your business. Learn about selling to another operator and how to plan for that by identifying strategic buyers and maximizing business profit to maximize sale price. Learn about selling your business to your employees, in whole or in part. Take note of tax savings strategies when selling a business.

SUCCESSION PLANNING
FOR LEADERS & OWNERS

Explore how to best set up your business for leadership transition. Explore operations, finance, talent, technology,
marketing, product development, and strategic initiatives. Create a multi-pronged plan that enshrines your legacy by ensuring the health of the business & enables you to move toward what's next.