Legal & Business Ethics: Business Plans and Advice Giving that Doesn't Compromise Integrity

Startups provide attorneys with a unique opportunity to offer value at an early stage by assisting with both legal and non-legal documents, such as business plans. Business plans are critical communications, as they outline a budding company’s mission, goals and projections. However, there is a fine line between aspiration and sales puffery, or exaggeration and mere conjecture.

In this course, viewers learn how to guide their entrepreneur clients through the frequent tug of war between business optimism and negligent communications. Find out the attorney’s ethical duties in the creation or review of the business plan including how an attorney works with a startup’s business consultant and what should or must an attorney do if they find out they’ve been deceived, tricked or misled by their client. 

Join Rania V. Sedhom, Founding Member, Sedhom Law Group, PLLC, a Bespoke Law FirmTM and Erika Gutierrez, business consultant and strategist, as they discuss the ethics of business plans and communications. 

Learning Objectives:

I.     Understand what comprises a business plan

II.    Learn about other investor and would-be investor communications

III.   Grasp major ethical issues that may arise

IV.   Identify the relevant attorney ethical rules and opinions