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Bank of America National Wealth Strategies Roundtable

When: October 16, 2024

People: Jack H. Sousa

Location: Virtual

On October 16, 2024, Partner Jack Sousa presented “Choice of Entity and Strategic Planning for Early-Stage Companies” at Bank of America’s National Wealth Strategies Roundtable. Jack discussed:

The life cycle of the emerging company
The types of corporate structures and entity selection
Early-state equity issuances
Cap tables and liquidity waterfalls
Structuring investment opportunities
Preferred equity

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Jack H. Sousa

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