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business formations and private placements

As business owners themselves, our lawyers have a soft spot for entrepreneurs taking the leap of starting a business of their own to grow.  We understand that with all the excitement of embarking on a new venture, there can naturally come some anxieties as well.  It is our objective to ease the burden of our clients during this time by providing a full-service, concierge level experience.  In a time when D.I.Y. legal service websites are doing their best to commodify the formation of new business entities, we take the opposite approach by offering a hyper-personalized service in furtherance of creating a connection with our clients that endures beyond the initial start-up phase.

Our Business Formation and Private Placement services include the following:

  • Consulting with client to understand their objectives and advise of appropriate type of entity for their business (e.g. corporation, LLC, series LLC, partnership or other).

  • Drafting all necessary organizational documents for the new entity, tailored to client’s stated objectives.

  • Serving as entity’s Registered Agent, if requested.

  • Filing necessary paperwork with the Secretary of State.

  • Assisting with applying for the new entity’s federal employer identification number (EIN).

  • Assisting with capital funding, whether it is raising money from investors through private a placement or traditional financing.

  • Providing introductions to commercial bankers, CPAs, payroll specialists, insurance brokers, real estate brokers and other experts.

We approach each business formation engagement as an opportunity to demonstrate our competencies and build a long-lasting relationship with our client.  We understand that if we earn our clients’ trust during the initial start-up phase, it is more likely that we become their strategic partner in helping them grow their business and perhaps in one day realizing their dream of selling their business. 

In addition to our legal competencies, we have relationships with commercial bankers, CPAs, payroll specialists, insurance brokers, real estate brokers and other subject matter experts that we can leverage to provide our clients with a turn-key business set-up experience.

Recent Representative Matters:

  • Represented principals starting a wedding venue business in formation of holding company, real estate company and operating company, which services included preparing the subscription documents bring in investors.