Entity formation, operating agreements, ongoing corporate counsel, and transactional support for entrepreneurs and closely-held companies.
Most business disputes are fights over documents that were never properly drafted or never drafted at all. A founder who skipped the operating agreement at formation pays for it years later when a partner walks away. The firm builds the document set right the first time, then stays engaged as the business grows.
The decision between an LLC, S-corporation, and C-corporation has tax, liability, and operational consequences that compound for years. The firm walks the client through the choice, files the formation documents, drafts the operating or shareholder agreement, prepares the initial resolutions, and registers for the necessary state and federal tax accounts. The firm does not use template documents. Every agreement is drafted around the actual ownership and economic structure of the specific business.
The operating agreement is the single most important document a closely-held business will ever sign. It governs voting rights, profit distribution, capital contributions, transfer restrictions, deadlock provisions, buyout terms, and exit mechanics. A poorly drafted operating agreement is the most common cause of business breakups and the most expensive to litigate.
For businesses too small to justify in-house counsel but too active to handle legal matters reactively, the firm offers ongoing outside general counsel engagements. Structured monthly or quarterly, with predictable scope and predictable fees. The client gets a lawyer who actually knows the business its contracts, its key relationships, its risk profile.
Service agreements, vendor agreements, master service agreements, statements of work, licensing agreements, distribution agreements, employment agreements, independent contractor agreements, NDAs, non-competes (where enforceable), and non-solicitation agreements. The firm drafts and reviews each as the work the business actually does not as a generic template.
When a closely-held business is being sold or acquired, the firm represents the principal through the entire transaction: letter of intent, due diligence, definitive purchase agreement, ancillary documents, escrow, closing, and post-closing integration. We coordinate with the client's accountant, business broker, and lender so the deal closes on the agreed terms.
Every business owner eventually exits by sale, by retirement, by death, or some combination. The firm builds the exit plan early, including buy-sell agreements between owners, key person life insurance funding, family business succession planning, and integration with the owner's personal estate plan. Coordinating the business exit with the estate plan inside a single firm produces materially better outcomes than running both streams through different counsel.
The answer depends on tax posture, ownership structure, anticipated growth, financing plans, and exit strategy. The firm walks the client through the analysis at the initial consultation and recommends the structure that fits the actual business.
You can, but you almost certainly should not. Template operating agreements are written for the median business, which is no business in particular. The terms that matter most voting, distributions, buyout, deadlock vary materially from one business to the next.
The firm offers monthly retainer arrangements with defined scope. Fee depends on the size of the business, the volume of contract review needed, and the level of engagement.
The first step is reviewing the operating or shareholder agreement to confirm what was agreed at formation regarding buyout. If a buy-sell exists, the firm negotiates the exit on its terms. If none exists, the firm negotiates a settlement and drafts the documents.
Initial consultations are complimentary and held in strict confidence. Most matters can be clarified in a twenty-minute introductory call. Bilingual in English and Spanish.
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