Susan Morgan

Susan Morgan Email and Phone Number

Principal Attorney and Owner @ Morgan Legal Services
Oakley, CA, US
Susan Morgan's Location
Oakley, California, United States, United States
About Susan Morgan

I am an entrepreneur and attorney, and originally founded the company that has produced "MacInTax", the income tax program, and its windows version of "TurboTax". The company was successfully acquired and these products are currently marketed by Intuit. After working for several years as a corporate and business attorney in a large Silicon Valley law firm (servicing high-tech VC-backed companies), I left to startup a new company, Equilytics, which produces software tools for venture capitalists, law firms, and investment banks servicing VC-backed companies. Our first product, MergeComp, computes and models the waterfall distribution of proceeds or market value back to investors. For more information, please visit www.equilytics.com.In addition, I founded Morgan Legal Services, a solo practice law firm providing top-quality legal services to private companies at an affordable rate. Using my background and experience as both an entrepreneur and a business attorney, I provide a highly-personal, finely-tuned and tailored service to other entrepreneurs and startups. I have also taught a course at Golden Gate University, entitled: "High Technology Startups: Business and Legal Issues", which I designed myself, to help other law students understand the issues of the entrepreneurs and startups. I currently sit on the Board of Directors of the Ironhouse Sanitary District (ISD), in Oakley CA. ISD is a public special district and Board members are elected to their positions.Specialties: Entrepreneur -- producing private equity analytical tools for VC's, law firms, investment bankers and private company acquirers.Attorney -- servicing private companies and startups with all corporate and commercial matters.Professor -- have taught a course entitled: "High Technology Startups: Business and Legal Issues", and will be teaching additional business law related courses in the future.Elected Official - Board Director of Ironhouse Sanitary District.

Susan Morgan's Current Company Details
Morgan Legal Services

Morgan Legal Services

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Principal Attorney and Owner
Oakley, CA, US
Susan Morgan Work Experience Details
  • Morgan Legal Services
    Principal Attorney And Owner
    Morgan Legal Services
    Oakley, Ca, Us
  • Morgan Legal Services
    Principal Attorney/Owner
    Morgan Legal Services 2012 - Present
    "FROM AN ENTREPRENEUR, FOR ENTREPRENEURS." Morgan Legal Services is a small focused law firm, offering startup and corporate law services to entrepreneurs and business, from an attorney who was herself a former highly-successful entrepreneur. "I have walked in your shoes, and understand what entrepreneurs need". I offer startup legal services at affordable rates: including formations, financings, equity/option plans, and general corporate governance. Contact: susan@morganesq.com.
  • Equilytics
    Ceo
    Equilytics 2005 - Present
    Equilytics is a private company, focusing on tools for private equity analysis, for VC's, law firms, investment banks and VC-backed companies. Our first product, MergeComp, computes and models the distribution of acquisition proceeds back to the investors/stockholders in a private company merger, or potential future acquisition transaction. MergeComp provides a distribution table of transition points, acquisition proceeds, and marginal distribution for a given target company capitalization. More information about MergeComp is available on our website: www.equilytics.com.
  • Walker Corporate Law Group
    Corporate And Business Attorney
    Walker Corporate Law Group 2010 - Jul 2017
    San Francisco, Ca, Us
    Susan specializes in business start-ups, private company governance, financing, securities regulation and business agreements. Her transactions include: incorporations, board resolutions and governance, stock issuances, equity plans and option issuances, financings (including debt, bridge, venture, and restructures), securities compliance, business and commercial contracts, mergers and acquisitions, and intellectual property protection.
  • Katovich Law Group
    Corporate And Business Attorney
    Katovich Law Group 2009 - Nov 2012
    Oakland, Ca, Us
    Susan specializes in business start-ups, private company governance, financing, securities regulation and business agreements. Her transactions include: incorporations, board resolutions and governance, stock issuances, equity plans and option issuances, financings (including debt, bridge, venture, and restructures), securities compliance, business and commercial contracts, mergers and acquisitions, and intellectual property protection.
  • Golden Gate University School Of Law
    Adjunct Professor
    Golden Gate University School Of Law Jan 2009 - Jan 2012
    San Francisco, Ca, Us
    I taught a course entitled "High Technology Startups: Business and Legal Issues", to law school students. This was a hands-on practical-oriented class.
  • Fenwick & West
    Attorney
    Fenwick & West 1998 - 2005
    As an attorney at Fenwick & West, I provided legal counsel to private, venture-backed companies, primarily high-tech companies in the Silicon Valley. I engaged in many venture financings, mergers, board meetings, corporate governance issues, and employment issues.
  • Softview Inc.
    Ceo
    Softview Inc. 1984 - 1991
    I was founder and CEO of Softview. Softview is best known for its flagship product, MacInTax: an income tax preparation product for use on Macintosh computers. I initiated and directed all business aspects, including: manufacturing, marketing and sales, financing, and business development. In July of 1991, Softview was successfully acquired by Chipsoft, the producer of the leading PC (DOS) -based income tax preparation program, Turbotax. Chipsoft has since been acquired by Intuit, producer of the leading personal financial program, Quicken.

Susan Morgan Education Details

  • Santa Clara University School Of Law
    Santa Clara University School Of Law
    Corporate Law
  • Ucla
    Ucla
    Quantitative And Cognitive Psychology

Frequently Asked Questions about Susan Morgan

What company does Susan Morgan work for?

Susan Morgan works for Morgan Legal Services

What is Susan Morgan's role at the current company?

Susan Morgan's current role is Principal Attorney and Owner.

What is Susan Morgan's email address?

Susan Morgan's email address is su****@****esq.com

What is Susan Morgan's direct phone number?

Susan Morgan's direct phone number is +191664*****

What schools did Susan Morgan attend?

Susan Morgan attended Santa Clara University School Of Law, Ucla.

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