Our Business Formation Services

Form your LLC with clarity, protection, and confidence.

For solo founders, consultants, and small business owners, a Limited Liability Company (LLC) provides simplicity without sacrificing liability protection. We guide you through every step of the process to ensure your LLC is properly structured, compliant, and prepared for growth. Even single-member entities benefit from professional formation—getting it right from the start prevents costly fixes later, enhances credibility with investors, and lays a solid foundation for future expansion or conversion to a corporation.

‍Scope of Work

• Draft and file Articles of Organization to legally form the LLC with the state
• Draft Initial Member Consent and any necessary Resolutions to formalize company setup and management structure
• Draft a custom Operating Agreement designed for a single-member structure, ensuring separation of personal and business liability
• Draft Confidential Information and Invention Assignment Agreement (CIIAA) to protect intellectual property and proprietary assets
• Consultation with Client via phone/email regarding EIN registration, tax classification, foreign qualification, and banking setup
• Finalize and circulate all formation documents for e-signature and recordkeeping

Form your multi-member LLC the right way—clear agreements that prevent conflict and eliminate costly fixes later.

A Limited Liability Company (LLC) offers flexibility and simplicity, but when multiple members are involved, it’s essential to get the structure, agreements, and decision-making rules right from the start. We form your LLC with the same level of care applied to complex corporate setups—ensuring ownership interests, voting rights, and distributions are clearly defined to prevent conflict and confusion later.

Even for lean, early-stage teams, investing in a sophisticated formation process protects relationships, maintains compliance, and creates the clean ownership records investors and partners expect during due diligence.

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Scope of Work

• Draft and file Articles of Organization to establish the LLC with the state
• Draft Initial Member Consent and Manager or Member Resolutions to formalize governance and operational authority
• Draft a custom Operating Agreement tailored to the LLC’s ownership, management structure, and economic terms
• Prepare Founder or Member Agreements, including contribution documentation and vesting provisions (if applicable)
• Draft Confidential Information and Invention Assignment Agreements (CIIAAs) to safeguard intellectual property and proprietary assets
• Consultation with Client via phone/email to address tax classification (partnership vs. corporation), foreign qualification, EIN registration, and banking setup
• Build a Pro Forma Cap Table or ownership schedule reflecting membership percentages and contributions
• Finalize and circulate all formation documents for e-signature and recordkeeping

Form your corporation with precision, compliance, and confidence.

Getting your formation right from the start saves time, money, and headaches down the road. We help founders build their companies on a solid legal foundation—so when investors come calling, your structure, documentation, and equity records are already clean and ready for diligence. Even if you’re bootstrapped, taking a sophisticated approach early prevents costly fixes later, since restructuring or converting down the line is far more expensive and disruptive.

We handle every step of the incorporation process with the same level of care and foresight that institutional investors expect. From drafting your formation documents to issuing founder equity and protecting IP, we ensure your company is built to scale confidently and compliantly.

Scope of Work

• Draft and file the Certificate of Incorporation, ensuring your corporation is properly formed and recognized by the state
• Draft the Action by Sole Incorporator and Initial Board Consent to formally establish leadership, adopt governance documents, and authorize key corporate actions
• Draft custom Bylaws aligned with your governance structure and long-term growth goals
• Prepare Founder Restricted Stock Purchase Agreements, addressing vesting, transfer restrictions, and ownership structure
• Draft Confidential Information and Invention Assignment Agreements (CIIAAs) to protect the company’s intellectual property from inception
• Consultation with Client via phone/email to address 83(b) elections, foreign qualification, EIN registration, and corporate banking setup
• Build a Pro Forma Cap Table reflecting founder equity and ownership percentages, ready for investor review
• Finalize and circulate all corporate formation documents for e-signature and recordkeeping

Restructure your LLC cleanly, compliantly, and without disrupting ownership.

As your business evolves, there are times when an existing LLC structure no longer fits your operational, ownership, or strategic needs—whether due to changes in membership, governance, jurisdiction, or long-term planning. An LLC-to-LLC conversion allows you to reorganize while preserving continuity of the entity and its ownership, provided the process is executed correctly.

We guide you through the conversion process with the same level of care applied to more complex restructurings—ensuring compliance with state law, clarity around ownership interests, and a clean paper trail for future diligence. Done properly, this avoids downstream confusion, disputes among members, or costly corrective work later.

Scope of Work

• Draft and file Certificate of Conversion and new Articles of Organization with the applicable state(s)
• Draft Plan of Conversion addressing ownership continuity, capital accounts, and governance changes
• Draft Member Consents and Manager or Member Resolutions approving the conversion and authorizing the revised structure
• Draft or update Operating Agreement to reflect the post-conversion ownership, management, and economic terms
• Consultation with Client via phone/email regarding tax classification, EIN updates, banking changes, and contractual continuity
• Prepare updated ownership schedule or pro forma cap table reflecting the converted LLC structure
• Finalize all conversion documents and circulate for e-signature and recordkeeping

Reincorporate in Delaware with precision, compliance, and investor readiness.

As companies mature, many choose to move their corporate home to Delaware—the jurisdiction preferred by most investors and acquirers for its established corporate law, predictability, and ease of governance. Whether your business was originally incorporated in California, New York, or another state, we manage the full legal process to convert or domesticate your corporation to Delaware while maintaining ownership continuity and compliance with both jurisdictions.

Our approach ensures your corporate records, stock issuances, and board approvals transition seamlessly. We help you avoid the pitfalls of do-it-yourself filings and preserve your company’s good standing—setting you up for future financing, acquisitions, or an eventual exit.

Scope of Work

• Draft and file Certificate of Conversion and Certificate of Incorporation with the State of Delaware
• Draft and file Certificate of Dissolution or Withdrawal (if applicable) in the original jurisdiction
• Draft Plan of Conversion outlining continuity of ownership, share exchange, and corporate governance
• Draft Board and Stockholder Consents authorizing and approving the conversion
• Draft Bylaws and Updated Corporate Governance Documents consistent with Delaware law
• Consultation with Client via phone/email regarding Delaware compliance, tax registration, and registered agent setup
• Review and reconcile existing stock ledger and capitalization records to ensure accuracy under the new Delaware entity
• Finalize all conversion documents and circulate for e-signature and recordkeeping

Convert your LLC into a corporation smoothly, strategically, and investor-ready.

As your business grows and attracts investors, converting from an LLC to a corporation is often a necessary step—but it’s one that must be done carefully to avoid disrupting ownership, tax status, or existing agreements. We guide you through every phase of the conversion process, ensuring compliance with state laws, alignment of ownership interests, and clean documentation for investor diligence.

Many founders form LLCs early for flexibility, but as investment opportunities arise, a properly executed conversion ensures your company is structured for long-term growth. We help you transition seamlessly—maintaining continuity of ownership while delivering the corporate structure investors expect.

Scope of Work

• Draft and file Certificate of Conversion and Certificate of Incorporation with the state
• Draft Plan of Conversion outlining ownership continuity, capitalization, and governance transition
• Draft Action by Members and Board Consents approving the conversion and authorizing new corporate governance
• Draft Bylaws and Founder Restricted Stock Purchase Agreements reflecting the new capital structure
• Draft Confidential Information and Invention Assignment Agreements (CIIAAs) to ensure intellectual property alignment under the new entity
• Consultation with Client via phone/email regarding tax treatment, 83(b) elections, EIN updates, and banking or contractual transitions
• Build a Pro Forma Cap Table reflecting ownership conversion and post-conversion capitalization
• Finalize all conversion documents and circulate for e-signature and recordkeeping

Align profit with purpose through a compliant, credible structure.

For founders who want to build businesses that make an impact, forming a Benefit Corporation, B-Corp, or Social Purpose Corporation is a powerful way to balance profit and purpose. We help you structure and document your company to reflect your mission while maintaining compliance with state laws and investor expectations.

Many founders attempt to “bolt on” social purpose after forming a traditional entity, but doing it right from the start creates long-term credibility and investor confidence. Our team ensures your company’s charter, governance, and reporting obligations align with your mission—and we help you avoid common pitfalls around overlapping for-profit and nonprofit activities.

We also guide for-profit owners who wish to complement their mission-driven business with a related nonprofit entity, ensuring proper governance and compliance boundaries (“separation of church and state”) between the two.

Scope of Work

• Draft and file Articles of Incorporation (Benefit or Social Purpose Corporation) in the appropriate state
• Draft Action by Incorporator and Initial Board Consent establishing governance, mission purpose, and fiduciary standards
• Draft Bylaws reflecting the company’s public benefit or social purpose commitments
• Prepare Board and Shareholder Resolutions to adopt benefit reporting frameworks and mission-related obligations
• Consultation with Client via phone/email regarding B-Lab certification requirements, annual reporting standards, and compliance considerations
• Coordinate EIN registration, tax status setup, and related compliance filings
• Draft Conflict of Interest and Mission Alignment Policies to document and protect social purpose commitments
• Finalize all formation documents and circulate for e-signature and recordkeeping

Form your nonprofit on a clean, compliant foundation—built for impact, credibility, and long-term success.

We help mission-driven founders and business owners establish nonprofits with the same level of precision applied to any sophisticated enterprise. From state filings to IRS recognition, we ensure your nonprofit is structured correctly from the start—so you can focus on impact, not paperwork.

Many of our for-profit clients form strategically related nonprofits to expand their mission, strengthen community engagement, or align philanthropic initiatives with their core business. While this can be an effective strategy, it also introduces compliance risks. We help owner-operators navigate the “separation of church and state” between their for-profit and nonprofit entities—ensuring governance, finances, and operations remain distinct and fully compliant with IRS and state regulations.

Our approach prevents common pitfalls and ensures your organization launches on a clean, compliant foundation that supports long-term credibility with donors, regulators, and partners alike.

Scope of Work

• Draft and file Articles of Incorporation (Nonprofit) with the appropriate state agency
• Draft Bylaws tailored to nonprofit governance, board structure, and voting procedures
• Draft Action by Incorporator and Initial Board Consent to formalize appointments and operational authorizations
• Prepare and file IRS Form 1023-EZ (Application for Recognition of Exemption)
• Consultation with Client via phone/email regarding charitable purpose, related for-profit relationships, and state registration requirements
• Coordinate EIN registration and assist with state-level charitable solicitation filings (where applicable)
• Draft Conflict of Interest Policy and other required governance documents
• Finalize all formation and exemption materials and circulate for e-signature and submission