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ethical and liability concerns

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    ethical and liability concerns

    I have a client who has a business idea for which he needs an angel and another client who is interested in becoming an angel. How do I bring the two together without breaching client confidentiality or getting in legal hot water if they make a deal that one or both later regrets? (Angels in this case are venture capitalists who invest in micro businesses that may well be startups as in this case knowing that the risks are considerable but also believing that the potential profits are considerable.)

    #2
    Run it by the "angel". I don't see any reason why you would have to disclose that you do either's taxes. Wouldn't this be considered a referral from one business person to another?
    Believe nothing you have not personally researched and verified.

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