Entity selection and formation, including Limited Liability Companies, Corporations, Limited Partnerships, and Professional Corporations

Guidance on the preparation of corporate governance documents, corporate structure, and agreements between founders, partners, lenders, and investors, including:​

• Operating Agreements

• Shareholder Agreements

• Bylaws

• Certificates of Incorporation/Organization

• Voting Rights Agreements

• Partnership Agreement​s

Creation of Employee Equity Plans, Equity Options, and Restricted Stock Agreements 

Preparation of a Private Placement Memorandums (including Subscription Agreements and all necessary disclosure documentation) for companies raising capital through any of the following offerings:

• ​​​​Convertible debt

• Priced round common or preferred equity

• SAFEs​​​​​​​

• Assistance and guidance on state and federal securities law compliance and investor relations

Assistance with legal requirements for individual professions and industries, including licensing and permitting obligations

Preparation of Customer/Client Agreements, Statements of Work, Proposals, Terms and Conditions, and Purchase Orders

Guidance on best practices for insurance, accounting, intellectual property protection, banking practices, and marketing compliance

Negotiation of Vendor Agreements, including:

• Independent/Sub-Contractor Agreements​

• Professional Service Agreements

• Outsourcing

• Materials/Inventory Purchasing