Our Service

Helping you to establish and grow companies and nonprofits in the U.S., Canada, and throughout Asia.

Business Planning

Provide legal input on business planning

Strategic and operational plans, with review of legal impact of deals and exit analysis
Marketing plans, compliant with advertising and marketing laws
Financial plans and pro forma statements, consistent with appropriate financing laws and investor disclosures
Employee handbook, including fair policies and processes for code of conduct, conflict of interest, and internal dispute resolution

Corporate and Nonprofit Formation

Form Corporate and Nonprofit Entities

Entity structures (association, proprietorship, partnership, LLC, L3C, C- and S-corporations, benefit corporation, 501(c) nonprofit, professional corporation, and foreign limited company), in addition to consequences of entity locations and choice of law
Business registrations, US IRS-issued federal IDs (EIN), Canada CRA-issued IDs (BN), state tax IDs, nonprofit sales tax exemptions, and foreign country tax numbers

Compliance and Risk Management

Ensure compliance and mitigate risk

Licenses, permits, and federal, state, and foreign compliance, including Corporate Transparency Act (CTA), Beneficial Ownership Information (BOI). and FATCA reporting
Registered agent services setup
Business bank account setup
Business general and liability insurance setup
Risk management plans and practices

Intellectual Property Protections

Protect intellectual property

Founders and Funding Agreements

Draft startup documents

Governance documents: articles of incorporation / organization, bylaw/ operating agreements, partnership agreements, founders agreements, advisor agreements
Funding and financial agreements: angel and venture capital investment agreements, securities regulations, shareholder and equity agreements, debt financing agreements, promissory notes, purchase and buy/sell agreements

Ensuring promises are kept so you can build a foundation and focus on your business

Draft and review agreements

Operating documents: employee and independent contractor agreements, confidentiality and non-disclosure agreements (NDAs), non-compete and non-solicitation agreements
Vendor agreements: service agreements, event and venue (e.g. hotel) contracts
Customer and service agreements: terms of service, privacy policy, and data privacy and breach notices
Deal MOUs and purchase agreements: terms sheet, MOUs, purchase and asset agreements

Draft and review communications

Review and propose legal-appropriate communications, including language for emails, letters, memos, social media posts, websites, and press releases
Provide guidance on advertising and disclosure requirements, including FTC or other regulatory body compliance

Demand letters. Draft and issue demand letters for prospective civil and commercial suits, including for breach of contract, breach of loan agreement, and breach of sales agreement
Settlement. Provide pre-litigation and settlement services
Mediation. Provide mediation, either for your company or as a third party
Facilitation. Provide facilitation
Case management. Assist in gathering and organizing files in preparation for settlement or litigation