Our approach is first, always understand both your business and personal goals, then help you chart the path to best achieve them.
Fixed Fee Pricing
We provide fixed fee pricing for new businesses or new entities that fit within a typical scope. However, our advice and guidance, your business structure, and your agreements will be tailored to your individual needs.
Single Member LLC
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Tech Startup
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Angel/Seed Fundraising
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* Fixed Fee packages require full retainer paid in advance; state and federal filing fees additional
We Can Help Your Business Succeed
New Business / StartUpsThe right entity is about more than tax and ownership. Whether an LLC, Corporation, Partnership, or S-Corp, it must match your economic, governance, and strategic goals. |
Finance, Angel & Venture CapitalObtaining and negotiating lending or equity funding from those who can help you prosper together is crucial. |
Agreements Among OwnersShareholder, Member, and Partner voting or buy/sell agreements can bring alignment among the key players, as well as provide predictability for key events. |
Buying / Selling Your BusinessesThe most successful business transactions happen because of careful preparation before the purchase or sale. The earlier we are involved, the more we can help. |
Succession PlanningThe best next generation to lead your business may be within the family or existing management. Success requires both proper estate and business planning and execution. |
Employment AgreementsWhether an executive or an employer, we can help you understand your rights, and provide for the compensation structures and benefits that achieve your goals. |
FranchisesA franchise is a great way to own a business, but your franchisor makes the rules. We can help you understand what you are buying, as well as negotiate as much balance as possible. |
Commercial ContractsYour contracts with your customers, distributors, vendors, and others should reflect your business model and protect you from unnecessary risk. We spend the time to understand your business. |
Retirement Plans & ERISAMy career started when 401(k) plans were new, and I have been part of the evolution of ERISA and the retirement industry since. Whether you're an employer or a financial services provider, I've probably worked with your issues. |