Attorneys should help you reach your goals

Single Member LLC
​$500*

• Strategy and planning meeting
• Single Member LLC formation and operating agreement
• Federal Tax ID filing

Tech Startup
​$1,750*

• Strategy and planning meeting
• Corporate formation
• Shareholders agreement (corporation)
• Confidentiality/IP assignment forms for employees
• Founder vesting agreements (if appropriate)

Angel/Seed Fundraising
​$2,500*

• Strategy and planning meetings
• Custom term sheet
• Convertible Note or SAFE
• Meetings with key investors
• Reg D filing with SEC and appropriate states

New Business / StartUps

The 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 Capital

Obtaining and negotiating lending or equity funding from those who can help you prosper together is crucial.

Agreements Among Owners

Shareholder, 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 Businesses

The 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 Planning

The 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 Agreements

Whether an executive or an employer, we can help you understand your rights, and provide for the compensation structures and benefits that achieve your goals.

Franchises

A 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 Contracts

Your 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 & ERISA

My 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.