This session will walk you through the key legal steps to build a business that’s ready for investment and eventually for sale. We will dive into the legal side of raising capital. From friends and family to private investors or venture capital. We will demystify the capital raising process – covering commonly used private placement exemptions like Regulation D (Rules 506(b) and 506(c)), basic compliance responsibilities, and the kinds of disclosures and filings that may be required to stay on the right side of the law. Next, we’ll look ahead to your exit strategy. Whether you are planning to retire, sell to a competitor, or transition the business to current owner, we will discuss what makes the business sellable, what buyers expect, how deals are structured, how businesses are valued, and the professionals who can help you do it right. This session is ideal for business owners who want to grow with intention, raise money the right way, and make choices that keep their options open for a successful exit.

Megan Farley is a partner at Allen Stahl & Kilbourne, PLLC where she focuses her practice on business, nonprofit, alcoholic beverage law, intellectual property (trademark) law, and creditor rights.

She regularly advises business clients on a range of matters from formation, contracts, commercial lease review and negotiation, mergers and acquisitions, succession planning, applying for and maintaining trademark registration, and other business operational matters. Megan also assists craft beverage business clients with federal, state, and local ABC permitting, compliance, contracting, intellectual property licensing, and through the nuances of buying and selling ABC-permitted businesses.

Megan has sat on the board of directors of the North Carolina Craft Beverage Museum and Invest Collegiate Imagine charter school. Her practical nonprofit experience helps her guide nonprofit clients through the unique challenges they face. In addition to advising nonprofit clients, Megan provides workshops for boards and facilitates strategic planning meetings to assist nonprofits in defining clear goals and strategies to further their missions.

Alison Kinnear is a seasoned corporate and securities attorney with nearly 30 years of experience advising clients on complex business matters. Her practice focuses on business transactions, corporate governance, private placements, and compliance with state and federal securities laws.

Alison’s work spans a wide range of legal areas, including corporate structuring and restructuring, governance, commercial contracts, and private placements under Regulation D, with deal sizes ranging from $500,000 to $50 million. She regularly handles partner buyouts, buy-sell agreements, and mergers and acquisitions involving transactions from $10,000 to $100 million. Her experience also includes business succession planning and overseeing legal due diligence for major transactions.

In addition to her transactional work, Alison serves as outside counsel to startups and growing companies, providing both strategic input and practical legal guidance that supports their long-term success.

Join us in person for CBP Connects New Orleans

December 8–10, 2025

It’s never been more important to connect: https://cbpconnects.com/