The Founder's Financial Playbook: Accounting, Tax, Finance and Funding

Описание: In this Entrepreneurial Strategy Series event we explored the key financial and structural decisions founders face when starting and growing a business. Experts discussed entity selection, fundraising strategies, tax implications, and how to position a company for investors and long-term success. Attendees walked away with practical insights on building the right foundation for scaling a business.

Presented by the Entrepreneurial Strategy Series and Gearhart Law on February 26, 2026.

Key Take Aways:
*Choose the right entity: LLCs and S Corps work well for small or owner-operated businesses, while C Corps are preferred by investors.
*C Corps attract funding: Venture capital and institutional investors typically require a C Corp structure.
*Understand tax differences: LLCs and S Corps pass profits/losses to owners; C Corps pay corporate taxes at the entity level.
*File taxes even with losses: Losses can provide future tax benefits and should always be documented.
*Separate business finances: Maintain a business bank account and proper accounting from day one.
*Delaware state is a common place to incorporate: Many startups form their company in Delaware because its business laws are well-established and familiar to investors, though businesses can still operate in other states.
*International business adds complexity: Operating abroad requires careful legal and tax planning.
*Operate professionally: Strong financial discipline and good advisors help build credibility with investors.

OUR SPEAKERS:
✨ Mitchell Fillet, Chairman & CEO of Fillet Capital Corp, Educator & Senior Executive: A former Wall Street senior executive and investment banker at major broker-dealers, and a longtime university educator who has spent more than 25 years teaching finance and investment at leading institutions while advising businesses ranging from startups to public companies.
✨ Robert Pesce is a managing director in the Tax & Business Services division at CBIZ. A trusted advisor, Rob is often engaged by clients for business advice and tax saving strategies. He provides a variety of accounting, business management, consulting and tax planning services that enable his clients to become more profitable and efficient.
✨ David D. Postolski, Esq. is a senior partner at Gearhart Law, LLC, is a registered patent attorney and Intellectual Property (IP) attorney for close to 20 years. He has worked internationally managing different sales organizations and leading different teams worldwide.

This event is sponsored by Kickoff: The faster way to build credit. No credit checks, hidden fees, or interest. Helping credit builders score. Plans from $5/month. Visit https://plus.kikoff.com/

⚖️ The Entrepreneurial Strategy Series is sponsored by Gearhart Law, a full service Intellectual Property firm specializing in Patent, Trademark and Copyright Law domestically and globally. Call us for a free consultation at 908-273-0700 or contact us through: https://gearhartlaw.com/

🌐 Want more resources, blog content, and intellectual property news? Visit our website at: https://gearhartlaw.com/

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𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐭𝐡𝐞 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐘𝐨𝐮𝐓𝐮𝐛𝐞 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐨𝐟 𝐆𝐞𝐚𝐫𝐡𝐚𝐫𝐭 𝐋𝐚𝐰, 𝐟𝐮𝐥𝐥 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐢𝐧𝐭𝐞𝐥𝐥𝐞𝐜𝐭𝐮𝐚𝐥 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐟𝐢𝐫𝐦.

At Gearhart Law, we’re passionate about protecting ideas and helping innovators thrive. Our videos break down essential topics in patents, trademarks, copyrights, and trade secrets—making complex legal concepts simple and actionable. Whether you’re an entrepreneur, business owner, inventor, or creative professional, you’ll find up-to-date guidance on safeguarding your intellectual property, avoiding common legal pitfalls, and building a strong IP strategy.

Gearhart Law also provides full-service, expert legal support in all areas of intellectual property, including patents, trademarks, copyrights, licensing, due diligence, and enforcement.

With over 20 years of legal experience across industries like pharmaceutical, biotechnology, life sciences, consumer products, software, and more, our team is committed to education and empowerment.

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🎬 Video chapters:

0:00 - Intro

Stock images: Design by http://www.freepik.es/

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