Services
Corporate & Commercial Law
Set up right in QuickBooks from day one
From incorporation to exit, our advisors provide the legal, tax, and payroll services your business needs to scale. As a QuickBooks ProAdvisor Elite firm, we set up your business's books correctly, so its legal structure and its financial statements are in sync at all times.
For 25 years, we've provided the services below.
- Business FormationChoosing and forming the right entity from day one.
- Corporate Structure & StrategyOwnership and governance structures built for how your business actually runs.
- Fundraising & Capital RaisesRaising capital on terms that hold up, from a friends-and-family round to priced equity.
- ContractsContracts drafted and reviewed to protect your business, not just paper the deal.
- UCC & Secured TransactionsTaking and perfecting security interests, and filing the UCC-1 so it survives a dispute.
- Co-Founder & Buy-Sell AgreementsAgreements that settle ownership questions before they become disputes.
- Trademarks & Trade SecretsProtecting your brand and confidential know-how from imitation and leaks.
- Payroll & Employment TaxesPayroll run correctly, with employment taxes handled and filed on time.
- Asset ProtectionShielding personal and business assets from unnecessary risk.
- Self-Directed Retirement Accounts (SDIRAs)Using retirement funds to invest beyond traditional stocks and bonds.
- Ownership Succession & ExitPlanning the handoff or sale of your business well before you need to.
- Outsourced General CounselOngoing legal support on call, without the cost of an in-house attorney.
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As Seen in The Fine Print
Recent articles on running your business and keeping its books accurate and up to date.