Protect Your Business In These Three Areas

Protect Your Business

There are three areas that are important for business to concentrate attention towards to protect their business. (1) Restrictive Convenants (non-compete and non-solicitation agreements) and Confidentiality/Non-Disclosure agreements; (2) Classifying an individual as an independent contractor or employee; and (3) adopting a Social Media policy for inclusion in your Employee Handbook.

Restrictive Covenants: Employers need to plan in advance to protect their business from a valued employee leaving and desiring to compete against their former employer. Typical restrictive convenants are non-compete and non-solicitation agreements. These types of restrictive covenants are generally enforceable if there is a legitimate business justification to do so and are narrowly tailored in terms of geography, duration and prohibited activities to protect that business interest. Protecting confidential information and goodwill arising out of client relationships are two bases to support such restrictive convenants. Under Iowa law, the Courts use a three-pronged test to determine the enforceability of such restrictive covenants.

Non-Compete– restricts former employees from competing against a former employer. One important factor is whether the employee had “close proximity” or “personal contact” with the former employer’s customers. A non-compete provision is more likely to be upheld when the employee is placed in a position of close customer relationship and has an opportunity to pirate customers from the former employer following termination of employment, provided the geographical and time restrictions are also narrowly tailored.

Non-Solicit– restricts former employees’ ability to solicit or hire any of the Employer’s current employees. Often viewed as less anti-competitive and more easily enforced by courts.

Confidentiality Agreements/Non-Disclosure Agreements: Employers need to take specific steps to protect their “trade secrets”- i.e.; customer lists, price lists, production methods, production designs, and the like- both inside and outside the Company in order to improve its chances that a Court will support the Employer. The key- treat your confidential information as a trade secret if you expect a Court to treat it as a trade secret. Companies can take the following steps to demonstrate that it consider its information valuable, proprietary and legally protectable:

External Protection- If a Company intends to disclose any confidential information outside the company, make sure the receiving party signs a Confidentiality Agreement (often called a Non-Disclosure Agreement or “NDA”). This applies even if a company is only discussing the possibility of entering into a business relationship with another company. In addition, when a company discloses information that is considers confidential, it should mark that information “Confidential” in bold font on each page. If confidential information is disclosed orally, the disclosing company should state it is confidential and confirm this in writing. Taking these steps will signal to a court that the disclosing company considers its information to be a trade secret deserving of legal protection.

Internal Protection- A company needs to protect the secrecy of its information internally as well if it expects a court to treat such information as a trade secret. Employees should sign confidentiality agreements requiring them to maintain the secrecy of any proprietary information during current employment and following termination from the company. Internal disclosure of trade secrets should also be limited to those employees who have a need to know.

Taking these reasonable steps will help protect your Company in the event another party uses such confidential information.

How should you further protect your business? Employment Classification- Independent Contractor vs. Employee and a Social Media Policy.

 

Protect Your Business: Social Media Policy

Social Media Policy

Employers recognize that social networking sites can, and are, being used by employees for personal as well as business purposes. These internet social network sites can shape the way the public views a Company, its products, employees, owners and customers. Employers also recognize the need to ensure that the use of such communication serves the needs of the Company by maintaining its identity, integrity and reputation in a manner consistent with its values and policies.

Based on recent social media cases around the country, employers must narrowly tailor their social media policies and act carefully when issuing disciplinary action in connection with social media activity so as not to violate an employee’s protected rights.

Courter law has helped to draft such Social Media policies for an increasing number of employers for inclusion in their company’s Employee Handbook.

Call me to further discuss these and any other topics of interest to you. Implementing a social media policy is only one way to protect your business, determining the individual’s proper employment classification, and signed covenant and agreements to protect confidential information are another.

Protect Your Small Business: Employee Classification

Small Business Employee Classification: Independent Contractor vs. Employee?

A perennial issue for business is the classification of individuals as independent contractors or employees. In an effort to save money and limit liability, many businesses attempt to use independent contractors to serve functions typically served by employees.

Classifying someone as an independent contractor can save money on federal and state taxes.  Classification as an independent contractor often means the business does not have to pay minimum wage or overtime, and an independent contractor typically cannot claim rights under the various discrimination laws. Beware, however, the consequences of misclassification can be severe such as past due employment taxes, penalties and interest assessed against an employer.

Although various federal and state agencies have their own multi-factor test to determine when someone is an independent contractor or employee, as a practical guide a business should as the following questions to help answer this question:

1. Is the individual economically dependent on your business for his or her livelihood?
2. Is the service being provided integral to your business?

If either is true, you likely have an employee and not an independent contractor.

This thumbnail approach is no substitute for a thorough analysis of small business employee classification, but it can help guide a business in its decision-making process.

To continue protecting your business, you should also implement a Social Media Policy, as well as take measure to protect confidential information.

Starting a New Business?

Start a New Business? First, you need to decide which structure is best for you.

Q: LLC or S corporation – which is the right structure for you?

Key Similarities:
• Limited liability protection. Owners are typically not personally liable for business debts and liabilities.
• Pass – through taxation. No incomes taxes are paid at the business level; business profits and losses are passed-through to owners’ personal tax returns.

Key Differences:
• Ownership. LLC (unlimited number of members); S corp. (no more than 100 shareholders).
• Ongoing administrative formalities and expenses. S corp must issue stock, conduct initial and annual director/shareholder meetings; maintain corporate meeting records; LLC is recommended, but not required, to do so.
• Management. LLC can choose to have members (owners) or managers manage the LLC; S corp. must elect Board of Directors, who then hire Officers to manage the daily business affairs.
• Self-employment Taxes. LLC owner must pay “self-employment tax” (Social Security and Medicare) on the entire net income per IRS rules. In a S corp., only the reasonable salary paid to the employee-owner is subject to the self-employment tax; the remaining income paid to that employee-owner as a distribution is not subject to such tax.

Protection Benefits of Buy/Sell Agreements

Here, I want to outline the basics of the Buy/Sell Agreement even further.

Q:What is a Buy-Sell Agreement?

The Buy-Sell Agreement is a key component of your future exit strategy from your business. This Agreement creates a market for the business when a co-owner dies, becomes disabled or leaves/retires from the business. This Agreement, when properly structured and adequately funded with life insurance (usually term insurance) and disability insurance can help provide a solid platform for your exit plan– and the people who depend on the future of your business.

Q:What protection benefits come from a Buy-Sell Agreement
Family: You and your family can be protected by obligating co-owners to buy your interest in the business for a set price and providing them the funding to do so if you die, become disabled or leave the business.
Co-owner: Co-owners gain protection by providing them the opportunity and funding to purchase your business interests if you die, become disabled or leave/retire from the business.
Continuation: Minimize potential discord in the future among co-owners by setting the price and terms of a sale now before some unexpected contingency occurs.
Business: protects the business by preventing unwanted transfers to parties that might be unqualified or contentious, by limiting transfers of an interest in the business except under limited circumstances that all co-owners agree on.

For more information on Buy/Sell Agreements, follow the link on the right hand side of the page under “Areas of Practice”. You can also contact me directly and I would be happy to discuss this further, and how it applies to your situation.

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