
Starting a new business is an exciting journey, but it comes with significant legal, financial, and operational challenges that must be carefully managed. This course provides a comprehensive overview of the key issues founders must address to get their enterprise off the ground. Topics include duties to current or former employers, founder relationships, business plans, professional advisors, business structure and naming, tax planning, intellectual property, financing, employment matters, and operational compliance.
Divided into three parts, the course first outlines the essential startup considerations, then delves into the structure and content of business plans, and finally explores the often-complex relationships among co-founders. Whether you're a lawyer, accountant, or business advisor, this course will help you understand when to offer direct guidance and when to refer to specialists, all while maintaining a strong advisory role with your clients.

Alan Gutterman is one of the best-selling individual authors in the global legal publishing marketplace. His cornerstone work, Business Transactions Solution, is an online-only product available and featured on Thomson Reuters’ Westlaw, the world’s largest legal content platform, which includes almost 200 book-length modules covering the entire lifecycle of a business. Alan has also authored or edited over 90 books on sustainable entrepreneurship, leadership and management, business law and transactions, international law and business and technology management for a number of publishers including Thomson Reuters, Practical Law, Kluwer, Aspatore, Oxford, Quorum, ABA Press, Aspen, Sweet & Maxwell, Euromoney, Business Expert Press, Harvard Business Publishing, CCH and BNA. Alan has extensive experience as a partner and senior counsel with internationally recognized law firms counseling small and large business enterprises in the areas of general corporate and securities matters, venture capital, mergers and acquisitions, international law and transactions, strategic business alliances, technology transfers and intellectual property and has also held senior management positions with several technology-based businesses. He has been an adjunct faculty member at several colleges and universities. He has also launched and oversees the Sustainability Entrepreneurship Project (www.seproject.org). For more information, visit alangutterman.com.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.