Investing in Early-Stage Companies—Funding Structures and Tax Implications (live webinar)

Price excludes GST. Broadcast Date: 21 October 2026 (10-11am)

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Product Description

Early-stage companies often require funding through different stages of their development, with each funding structure presenting its own commercial and tax considerations.

 

This practically focused webinar explores the main funding options available to early-stage companies and the taxation issues that can arise for investors and their advisers. Against the backdrop of a challenging funding environment, the session will help attendees develop a clearer understanding of the relative advantages, disadvantages and implications of different investment structures.

 

Topics covered will include:

 

  • Ordinary and preferred equity
  • Employee share ownership plans (ESOPs), including sweat equity
  • Convertible notes and SAFEs
  • Debt funding
  • Key taxation considerations associated with these funding options
  • Questions funders should ask prospective investees or companies undertaking further funding rounds

 

WHY ATTEND?

 

Understanding how an early-stage company is funded is important for anyone advising, investing in or involved with these businesses. Different funding structures can have significantly different commercial and tax implications.

 

This webinar will provide a practical overview of the available options and help attendees identify the issues they should consider when evaluating an investment or advising a company raising further capital.

 

WHO SHOULD ATTEND?

 

This webinar is suited to anyone advising or with an interest in the early-stage company space, including:

 

  • Accountants and tax advisers
  • Company founders and directors
  • Existing and prospective investors
  • Corporate and business advisers
  • Lawyers
  • Professionals involved in early-stage company funding or investment decisions

 

LEARNING OBJECTIVES

 

By the end of this webinar, attendees will be able to:

  • Identify the main funding options available to early-stage companies, including equity, ESOPs, convertible notes, SAFEs and debt.
  • Compare the principal commercial and tax considerations for investors under each funding structure.
  • Recognise important questions to ask when considering an investment in an early-stage company or when an investee is undertaking a further funding round.

 

1.00 CPD hour, including Q&A.

 

PRESENTER

 

Richard Muth, Senior Manager – Tax Advisory, Findex/Crowe

 

Richard Muth is an experienced taxation practitioner at Findex/Crowe, with more than 15 years’ experience advising clients ranging from large multinational groups and Australasian businesses to New Zealand-based SMEs and high-net-worth individuals.

 

Richard has a particular interest in the taxation of investments. He advises clients on a wide range of investment structures and transactions, including the tax consequences arising when investments are acquired, held, restructured or realised.