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    legalconsiderations

    Explore "legalconsiderations" with insightful episodes like "Ep #17: Unveiling Restrictive Covenants and Navigating Veterinary Success with Peter Tanella and Brent Pohlman" and "EP174: Legal Considerations and Compliance for Raising Capital with Gene Trowbridge, Esq., CCIM" from podcasts like ""The Vet Worthwhile Podcast" and "The Naked Truth About Real Estate Investing"" and more!

    Episodes (2)

    Ep #17: Unveiling Restrictive Covenants and Navigating Veterinary Success with Peter Tanella and Brent Pohlman

    Ep #17: Unveiling Restrictive Covenants and Navigating Veterinary Success with Peter Tanella and Brent Pohlman

    We’re wrapping up our series on employment agreements and non-competes with legal experts Peter Tanella and Brent Pohlman from Mandelbaum Barrett PC. Peter, who co-chairs the firm’s Corporate Law Practice Group, provides his expertise on what to expect if a non-compete issue plays out. Brent, a partner in Mandelbaum Barrett PC’s labor and employment practice group, talks about the technical side of the non-compete, including his insights on the scope of restrictive covenants in the current climate.

    You can find show notes and more at: https://bit.ly/3BRPyTM 

    Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

    EP174: Legal Considerations and Compliance for Raising Capital with Gene Trowbridge, Esq., CCIM

    EP174: Legal Considerations and Compliance for Raising Capital with Gene Trowbridge, Esq., CCIM

    Get educated about syndications, the Securities Act, and why this law holds so much importance, as we have Gene Trowbridge, Esq., CCIM in this episode. You’ll also know about his fascinating background, the rules of raising money, and a piece of helpful advice on healthy marriage and life. Tap in, and don’t miss out!

     

    Key takeaways to listen for 

    • Is crowdfunding considered syndication?
    • 2 different ways to raise money within the securities space
    • How much money was raised in private placements in the last 12 months
    • The biggest and most common mistake syndicators make 

    Resources mentioned in this episode

    Book: It’s A Whole New Business! by Gene Trowbridge | Paperback & Audiobook

     

    About Gene Trowbridge, Esq., CCIM

    Gene is the co-founding partner at Trowbridge Law Group LLP. Since 1972, he has been in the real estate space as a commercial broker and investor. In 1977, he was awarded the CCIM designation and has been since an outstanding member and awardee of the institute. He was also a former syndicator, raised investor capital for 10 years, and even sent out 1,676 K1s in just a single year. 

    At the age of 45, he became interested in the legal world and studied law at the Western State College of Law. His law practice is focused on syndications of commercial and investment real estate. With his efforts and hands-on experience, his firm excelled and has helped numerous clients. He is the author of the book “It’s A Whole New Business!”. Gene is happily married to his wife, Kay, and lived together with their two daughters, Amy and Emily.

     

    Connect with Gene

     

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