Turn your idea into a legally established business with our Single-Member LLC Formation Package. This comprehensive service includes everything you need to launch your LLC: incorporation, governance setup, and tailored advice for single-member businesses. By the time we’re finished, your LLC will be ready to operate, giving you the foundation for success.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Set the foundation for your business with our Multi-Member LLC Formation Package. Designed for ventures with multiple owners, this package includes everything you need: incorporation, equity distribution, and governance setup to establish clear roles and responsibilities among members. By the time we’re finished, your LLC will be ready to operate smoothly and set up for long-term success.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Build your business on a solid legal foundation with our Corporate Formation Package. This comprehensive service includes everything you need to establish your corporation, from drafting and filing incorporation documents to setting up bylaws and issuing shares. Whether you're starting fresh or transitioning an existing business, we ensure your corporation is structured for growth and compliance.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Establish your business as a force for good with our B-Corp or Social Purpose Entity Formation Package. This service includes drafting and filing the required incorporation documents, preparing purpose-specific bylaws and governance materials, and aligning your entity with the standards for social and environmental responsibility. Whether you're pursuing B-Corp certification or forming a social purpose corporation, we’ll guide you through the process to ensure your business is positioned to make a meaningful impact while remaining compliant with all legal requirements.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Transition your existing business into a corporation with our Corporate Conversion Package. This comprehensive service includes drafting and filing all necessary documents to convert your entity, preparing governance materials such as bylaws and board resolutions, and ensuring compliance with state and federal regulations. We also provide tailored guidance on ownership structure, equity distribution, and corporate governance to align with your business goals. With our expertise, your conversion will be efficient, compliant, and positioned for long-term success.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Launch your mission-driven organization with our comprehensive Non-Profit Formation Package. We provide everything you need to establish your non-profit, including drafting and filing the Certificate of Incorporation, preparing essential governance documents such as Board Consent and Bylaws, and completing your Federal 1023 Tax-Exempt Application. Our team ensures every detail is handled with precision, so you can focus on making an impact.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Document critical board decisions with precision using our Board Resolution Package. This service includes drafting a tailored resolution to meet the needs of your board of directors, a half-hour consultation to review and refine the document, and finalizing the resolution for execution. For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope. 

Ensure shareholder decisions are accurately documented with our Stockholder Resolution Package. This service includes drafting a customized resolution tailored to your stockholders’ requirements, a half-hour consultation to address specific needs, and finalizing the resolution for execution.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Maintaining effective corporate governance is critical to ensuring compliance, mitigating risks, and supporting the long-term success of your business. Our Corporate Governance Audit provides a comprehensive review of your company’s structure, compliance practices, and decision-making processes to identify and address areas of improvement.

We review and address corporate structure and compliance issues, evaluate and update foundational documents such as bylaws and operating agreements, and prepare board and shareholder consents or resolutions as needed. Our services also include facilitating board meetings with accurate minutes and supporting regulatory filings, such as SEC filings and state compliance reports, to maintain your company’s good standing.

As part of the audit, we perform a thorough examination of your company’s governance framework to identify weak points and provide actionable recommendations to strengthen compliance and efficiency.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

You're the subject-matter expert in your industry, and we’re here to advise you on how to scale compliantly. Our Industry-Specific Regulatory Research and Advisory Package provides tailored guidance to navigate complex regulations and legal requirements. Whether you need advice on branding and marketing compliance, GDPR/CCPA privacy regulations, HIPAA requirements, FDA oversight, FTC advertising standards, or international operational challenges, we offer actionable solutions to help your business thrive.

Our services include in-depth research into the specific regulatory or legal issues impacting your industry, clear and practical guidance tailored to your goals, and strategic support to ensure compliance and mitigate risks. With our expertise across diverse industries and regulatory frameworks, we’ll help you build a strong foundation for sustainable growth.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Navigate complex tax matters with confidence using our Tax Advisory Package. In collaboration with our trusted referral partner, a tax expert with extensive industry experience, we provide tailored guidance to address your specific tax concerns. This package includes a one-hour consultation, during which you’ll receive expert insights and recommendations on issues such as tax compliance, structuring, and optimization strategies.

Offer equity with confidence using our Stock Option Grant Package. This service includes drafting and customizing Stock Option Grant documents to align with your company’s Equity Incentive Plan (EIP), often referred to as an Employee Stock Option Plan (ESOP). We’ll ensure compliance with applicable laws and address critical elements such as vesting schedules, exercise prices, and governance approvals. With our expertise, you can structure option grants that effectively motivate and reward your team while protecting your company’s interests.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Simplify and secure your equity awards with our Stock Award/Grant Package. This service includes drafting and tailoring stock award agreements to meet your company’s unique needs while ensuring compliance with applicable laws and your Equity Incentive Plan (EIP) or governance documents. Examples of agreements we prepare include Founder/Executive Stock Purchase Agreements (SPAs), Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Membership Interest Agreements for LLCs. We’ll provide strategic guidance on structuring these awards, addressing key elements such as vesting schedules, transfer restrictions, and tax considerations. With our support, you can confidently incentivize key stakeholders while safeguarding your company’s interests. 

‍For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Motivate and retain top talent with our Equity Incentive Plan (EIP) Package, also commonly referred to as an Employee Stock Option Plan (ESOP). This service includes the creation and implementation of a customized equity incentive plan tailored to your business goals, ensuring compliance with applicable laws and regulations. We’ll draft all necessary documents, including plan agreements, option grant notices, and related governance materials, while providing strategic guidance on structuring equity awards to align with your company’s growth strategy. With our expertise, you’ll have a compliant, competitive plan that attracts and incentivizes the talent you need to succeed.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Simplify your equity management with our Cap Table Setup and Management Package. As a proud Carta Partner Law Firm and Carta Certified Experts, we provide clients with seamless cap table solutions. Through our partnership with Carta, clients enjoy 20% off Carta subscriptions when onboarding with us. While Carta is our preferred platform, we’re equally equipped to manage cap tables on other platforms to meet your unique needs.

Our service includes a comprehensive audit of your equity documents, including founder and employee stock agreements, investor agreements (such as stock purchases, convertible notes, SAFEs, and warrants), and any existing cap tables. We’ll build a detailed pro forma cap table, provide strategic guidance on 409(a) valuation planning, and finalize the cap table to ensure accuracy, compliance, and investor readiness.

With our expertise, you’ll have a clear, accurate cap table that streamlines equity management and supports future fundraising.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Prepare your business for successful fundraising with our Investor-Ready Package. This comprehensive service starts with a full legal diagnostic to identify and prioritize any potential issues that could impact your fundraising efforts. We’ll review the diagnostic with you, provide tailored consultation on your fundraising strategy, and work closely with you to resolve key legal and operational matters. The package also includes preparation for investor due diligence and the creation of a basic pro forma cap table to ensure you’re ready to engage with investors confidently.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Secure your startup's funding with confidence using our SAFE Package. We’ll draft a customized Simple Agreement for Future Equity tailored to your business's unique needs, ensuring compliance with applicable laws while protecting your interests. This package includes a thorough consultation to align the agreement with your goals and investor expectations, making the fundraising process smooth and efficient. With our expertise, you’ll be ready to raise capital and drive your business forward.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Facilitate your fundraising efforts with our Convertible Note Package. We’ll draft a comprehensive, investor-friendly convertible note tailored to your business’s needs, ensuring it aligns with your funding strategy and complies with applicable legal standards. This package includes a detailed consultation to structure terms like valuation caps, interest rates, and maturity dates, giving you the tools to secure capital while protecting your company’s long-term interests.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Secure your financing or lending arrangements with our Promissory Note and Security Agreement Package. We’ll draft a tailored promissory note to formalize the loan terms, including repayment schedule, interest rates, and other key provisions, while the accompanying security agreement establishes a lien on collateral to protect the lender's interests. This comprehensive package ensures your financing agreements are clear, enforceable, and compliant with legal standards. 

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Lay the groundwork for successful negotiations with our Term Sheet Package. We’ll draft a customized, investor-ready term sheet that outlines the key terms and conditions of your deal, including valuation, equity ownership, governance rights, and other critical provisions. Our package includes a consultation to ensure the terms align with your business goals while maintaining compliance with applicable legal and regulatory standards.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Position your startup for growth with our comprehensive Pre-Seed/Seed Financing Package. Designed to navigate the complexities of early-stage fundraising, this package includes drafting and negotiating key financing documents such as term sheets, subscription agreements, and investor rights agreements, leveraging industry-standard model documents from the National Venture Capital Association (NVCA) to ensure efficiency and alignment with investor expectations. We’ll also prepare detailed cap tables and ensure compliance with securities laws. Our team works closely with you, your investors, and their counsel to facilitate smooth negotiations, address investor concerns, and finalize agreements that set your business up for long-term success.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Secure the capital needed to scale your business with our comprehensive Series A Financing Package. This service includes drafting and negotiating all essential financing documents, such as term sheets, stock purchase agreements, and investor rights agreements, while leveraging industry-standard model documents from the National Venture Capital Association (NVCA) to streamline the process and meet investor expectations. We’ll also prepare detailed cap tables, assist with compliance under securities laws, and provide strategic guidance throughout negotiations. Our team works closely with you, your investors, and their counsel to ensure the transaction is smooth, efficient, and positions your company for continued growth.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Accelerate your company’s growth with our comprehensive Series B Financing Package. Designed for businesses entering their next phase of expansion, this package includes drafting and negotiating critical financing documents such as term sheets, stock purchase agreements, and investor rights agreements. We utilize industry-standard model documents from the National Venture Capital Association (NVCA) to ensure a streamlined process that aligns with investor expectations. Our services also include preparing updated cap tables, ensuring compliance with securities laws, and offering strategic guidance throughout negotiations. We work closely with you, your investors, and their counsel to secure funding while protecting your company’s long-term interests.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Planning an exit or acquisition strategy is a critical step in achieving your long-term business objectives. Our comprehensive services are designed to guide you through this complex process, from initial planning to final execution. We begin by collaborating with you to understand your goals, whether it’s maximizing value, minimizing tax exposure, or ensuring a smooth transition.
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Our services include drafting and reviewing critical agreements, such as term sheets, letters of intent (LOIs) or memorandums of understanding (MOUs), to outline preliminary terms. We provide strategic advice on structuring the transaction, perform due diligence reviews to identify and address potential risks, and assist with preparing your business for sale or acquisition from a legal perspective.
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We work closely with opposing counsel, financial advisors, and other stakeholders to negotiate terms and resolve any issues, ensuring the transaction aligns with your objectives. Additionally, we draft and finalize key transaction documents, such as purchase agreements, disclosure schedules, and ancillary closing documents.
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Due to the unpredictable nature and complexity of exit and acquisition strategies, we operate on a traditional hourly basis and require a minimum retainer deposit of $6,000. While the total cost depends on the intricacy of the transaction, these services typically range between $6,000 and $15,000.
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Allow us help you navigate your exit or acquisition strategy with confidence and precision.

Navigating the complexities of an Asset Purchase Agreement (APA) requires precise legal expertise to protect your interests and ensure a smooth transaction. Our services include drafting, reviewing, and finalizing the APA while addressing critical elements such as the allocation of assets, liabilities, and indemnification provisions. We assist with due diligence by analyzing key materials and ensuring the agreement reflects the findings.

We work closely with opposing counsel to negotiate and resolve complex terms, fostering a collaborative process that ensures the agreement protects your priorities and facilitates a successful outcome. In addition, we prepare and review related schedules and exhibits, advise on regulatory and compliance requirements, and handle provisions for the assignment of contracts, licenses, or permits. Our team collaborates with your tax advisors to ensure proper purchase price allocation and compliance with tax laws. We also draft and review closing documentation, such as bills of sale and assignment agreements, and provide consultations and negotiations with all involved parties to bring the transaction to a successful close.
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Due to the unpredictable nature and complexity of these transactions, we operate on a traditional hourly basis and require a minimum retainer deposit of $10,000. While the final cost depends on the specific needs and intricacy of the transaction, these services typically range between $10,000 and $20,000.
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Trust us to guide you through your asset acquisition or sale with confidence and precision.

A Stock Purchase Agreement (SPA) is a critical document in the transfer of ownership, requiring attention to detail to protect your interests and ensure compliance. Our services include drafting, reviewing, and negotiating the SPA while addressing key elements such as purchase price adjustments, representations and warranties, and indemnification provisions.
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We work collaboratively with opposing counsel to resolve complex legal and transactional issues, ensuring the final agreement protects your priorities while facilitating a smooth negotiation process. We support the transaction by analyzing relevant due diligence materials to align the agreement with the findings. Our team also prepares and reviews related schedules and exhibits, collaborates with tax and financial advisors to address issues such as stock valuation and tax implications, and provides guidance on any regulatory or compliance requirements. Additionally, we draft or review ancillary closing documents and assist with the coordination of all necessary closing actions.
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Due to the unpredictable nature and complexity of these transactions, we operate on a traditional hourly basis and require a minimum retainer deposit of $10,000. While the final cost depends on the specific needs and intricacy of the transaction, these services typically range between $10,000 and $20,000.
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We’ll provide clear, precise guidance to support you through every phase of your stock purchase transaction.

A Plan of Merger is a vital document that governs the terms and conditions for merging entities, requiring meticulous attention to detail to ensure a seamless transaction. Our services include drafting a customized Plan of Merger tailored to the unique requirements of the parties involved, providing strategic consultations to structure the merger effectively, and facilitating negotiations with third parties to finalize key terms.

We work collaboratively with opposing counsel to negotiate and resolve complex issues, ensuring that the final agreement reflects the interests of all parties while protecting your priorities. Additionally, we analyze due diligence materials to incorporate critical findings into the Plan of Merger and prepare ancillary documents, such as resolutions, consents, and shareholder notices.

Our team also provides guidance on regulatory and compliance requirements, including necessary filings and approvals, and assists with provisions for post-merger integration, such as governance, employee matters, and operational continuity. Once all terms are agreed upon, we finalize the Plan of Merger to ensure it is ready for execution.

Due to the unpredictable nature and complexity of these transactions, we operate on a traditional hourly basis and require a minimum retainer deposit of $15,000. While the final cost depends on the specific needs and intricacy of the transaction, these services typically range between $15,000 and $30,000.

From start to finish, we’ll guide you through your merger transaction with high attention to detail.

Business reorganizations are often complex undertakings that require meticulous legal planning to ensure compliance, protect stakeholder interests, and achieve strategic goals. Our reorganization services include drafting, reviewing, and finalizing critical legal documents to implement the restructuring, such as merger agreements, amendments to governing documents, and plans of reorganization.
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We work collaboratively with opposing counsel to address and resolve complex legal issues, ensuring the process is efficient and protects your priorities. Our team also conducts a thorough analysis of your business's structure, financial documents, and governance to align the reorganization plan with your objectives. This includes advising on regulatory compliance, shareholder approvals, and creditor negotiations.

In addition, we prepare and review ancillary documents, such as shareholder or member consents, filings for regulatory approval, and schedules of assets and liabilities. For tax-efficient restructuring, we work closely with your financial advisors to address tax implications and ensure compliance with applicable laws. From planning to execution, we provide strategic guidance and support at every stage of the process to ensure a seamless transition to your reorganized structure.

Due to the unpredictable nature and complexity of these transactions, we operate on a traditional hourly basis and require a minimum retainer deposit of $15,000. While the final cost depends on the specific needs and intricacy of the transaction, these services typically range between $15,000 and $30,000.

Allow us to help you achieve your business’s restructuring goals with a steady hand and sharp focus.

Ensure your agreements align with your goals and protect your interests with our Contract Review, Redline, and Negotiation Package. This service includes a thorough review of your contract, detailed redlining to address concerns and propose revisions, and a consultation with you to discuss key terms and strategy. Once finalized, we’ll assist in circulating the contract for e-signature, streamlining the execution process.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Handle unique legal needs with our Alternative/Miscellaneous Agreements Package, designed for specialized documents such as Waiver and Release Agreements, Business Associate Agreements (BAAs), Passive Terms of Service (TOS), and Passive Privacy Policies (PP). This package includes drafting a customized agreement, a half-hour consultation to address your specific needs, and finalizing the agreement for use.
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For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Protect your business interests with our Service/Vendor Agreement Package. This package includes drafting a customized services agreement tailored to your specific needs, a half-hour consultation to review key terms and ensure alignment with your goals, and finalizing the agreement for execution.
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For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Streamline your business relationships with our Master Services Agreement (MSA) and Statement of Work (SOW) Package. This service includes drafting a comprehensive MSA tailored to your operational needs, a one-hour consultation to review and refine key terms, and finalizing the agreement to ensure clarity and enforceability.
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For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Secure and simplify your business dealings with our Commercial Agreement Package, ideal for B2B agreements such as Manufacturing Agreements, Distribution Agreements, Licensing Agreements, SaaS Agreements, Letters of Intent (LOIs), Memorandums of Understanding (MOUs), Operating Agreements, and Partnership Agreements. This service includes drafting a customized commercial agreement, a one-hour consultation to address your business goals and refine key terms, and finalizing the agreement for execution.
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For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Protect your business and your users with our comprehensive Terms of Service and Privacy Policy Package. We begin with a detailed consultation to understand how your business operates, including the flow of users, data, and money through your platform. This ensures that the agreements are tailored to your unique business model and comply with applicable legal standards.
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After the consultation, we draft custom Terms of Service and Privacy Policy documents, review them with you to incorporate feedback, and finalize them for immediate use.
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For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Set the foundation for successful hires with our Employment Agreement Package. We’ll create a tailored template version of the agreement and customize it for your specific hire, giving you a reusable resource for future use. This package includes drafting the Employment Agreement, a half-hour consultation to review key terms and ensure alignment with your goals, finalizing the agreement, and circulating it for e-signature.
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For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Simplify your business relationships with our Independent Contractor/Consultant/Advisor Agreement Package. Whether you need an agreement for a contractor, consultant, advisor, affiliate marketing arrangement, or revenue-sharing model, we tailor each document to suit your specific needs. This package includes drafting the agreement, a half-hour consultation to address key terms and business goals, finalizing the document, and circulating it for e-signature.
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For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Handle employee separations with confidence using our Employment Termination Package. This service includes drafting a termination letter and any required state-specific notices tailored to the circumstances, a half-hour consultation to address your questions and ensure compliance, finalizing the letter, and circulating it for e-signature.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Navigate employee transitions smoothly with our Severance Agreement Package. This service includes drafting a tailored severance agreement to meet your specific needs, a half-hour consultation to review terms and address any questions, finalizing the agreement, and circulating it for e-signature.
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For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Ensure your business is fully compliant with employment laws and best practices with our Employment Compliance Package. This state-specific service includes a comprehensive audit of your existing employment practices and procedures, covering key documents such as offer letters, employee handbooks, severance policies, employment agreements, contractor agreements, severance agreements, and termination packages. Based on the audit, we’ll draft or revise agreements and policies as needed to ensure compliance and alignment with your business goals. Additionally, we provide a payroll consultation to address any compliance or operational concerns.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Protect your confidential information with our Mutual Non-Disclosure Agreement (NDA) Package. This service includes drafting a customized NDA tailored to safeguard shared information between parties, a half-hour consultation to address your specific needs, and finalizing the agreement for immediate use.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Safeguard your confidential information with our Unilateral Non-Disclosure Agreement (NDA) Package. This service includes drafting a customized NDA designed to protect sensitive information shared unilaterally with another party, a half-hour consultation to address your specific needs, and finalizing the agreement for immediate use.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope. 

Protect your business's intellectual property and proprietary information with our Confidential Information and Invention Assignment Agreement (CIIAA) Package. This service includes drafting a tailored CIIAA, a half-hour consultation to ensure the agreement meets your specific needs, and finalizing the document for immediate implementation.
For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.