News or Illegal Securities Solicitation – Be Careful with Press Releases

News or Illegal Securities Solicitation – Be Careful with Press Releases

One of our clients recently reached a significant milestone, and wished to share the news broadly with a press release.  The client, a fund for investments in small businesses in the developing world, had just completed a first round close of historic proportions.  The size of the closing represented an important achievement in the social [...]

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Stuff Those Stockings With Small Business Stock!

Stuff Those Stockings With Small Business Stock!

About this time last year, we let you know about a limited-time tax incentive for making certain stock investments.  Under the Small Business Jobs Act of 2010, there was a 100% exclusion from federal tax for any capital gains realized from certain investments in “qualified small business stock” made between September 27, 2010 and December [...]

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Unreasonable Africa

In an earlier post, I wrote that a trip to India was a major catalyst in my decision to shift the focus of my practice to working with social enterprises and impact investors.  Since that first trip to India at the end of 2008, I have returned 5 times.  Of course, the travel is expensive [...]

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It Starts with Me — A Letter to the Occupy Movement

October 23, 2011 Dear Occupy Movement:  I saw you last weekend in Boulder, and I was mostly saddened by what I experienced.  Yes, it is good to see that you are motivated enough to change things that you will spend a spectacular fall day marching on Pearl Street.  But you seemed so angry, at times [...]

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Social Businesses Come in Many Legal Forms

I asked an entrepreneur recently why she wanted to incorporate her business as a benefit corporation.  Her response:  “Because it’s awesome.”  After more prodding, she went on to explain that although she did not know any of the details about the benefit corporation, she knew that it reflected her values in terms of how businesses [...]

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HUB Boulder – It’s On!

HUB Boulder – It’s On!

We suffer for very few things in Boulder, but I must admit that I have had HUB envy ever since I visited my first one in San Francisco over two years ago.  I have since spent time at HUB spaces in Mumbai, London and Vienna, and have met the folks behind HUB intiatives in LA, Seattle, Amman and Istanbul.  [...]

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