Course Details

Over the last 5 years business angel investment has increased massively, spurred on in the last couple of years by people leaving their jobs to create their own businesses.  Technology now means you can go from having an idea to having a business in 12 months.  

As accountants are increasingly being called on to advise new businesses that are capital hungry, there is an increased need to be aware of the issues that come into play, whether it is a friends and family investment or a private equity investment.  The aim of this session is to flag up the danger areas so that you'll be able to hear the alarm bells ringing when clients raise this in the future.   

In this session Simon Briton will cover the following: 

  • When to raise capital and when to delay - deadlines and maximising founder value
  • Interaction of SEIS and EIS - importance of timing
  • Waterfalls, dilution, preferences, control and exits
  • Qualifying activities and acquiring IP
  • Artificial arrangements

After attending this session you'll be confident in supporting clients that are going through business angel investments.  The aim of this session isn't to make you an expert in the issues, but it will mean that you're in a position to offer valuable support to your clients while they are going through this part of their business growth.  

CPD Course Speaker

Simonbriton.com

Simon Briton.

Simon leads a team of tax focussed lawyers built a wealth of experience in acting for business owners and looking at how their business forms part of their family wealth and looking to use tax reliefs and incentives to encourage and support growth. This has led to a great deal of experience in handling EIS and SEIS investments, acting for VCT fund managers, advising on EMI schemes, EOT planning and family investment companies.