
Business Transactions
Welcome to our Business Transactions page, where we focus on facilitating seamless deals and driving positive outcomes for businesses of all sizes. With our unwavering commitment to excellence and a client-centered approach, we empower you to navigate the intricacies of transactions with confidence and clarity.
Our Focus
- LLC Formation:LLC Formation Service: This service includes the necessary documents to form a limited liability company (LLC) and structure the relationship between the founders.
- Corporate Formation: Corporate Formation Service: This service provides the documents required to form a corporation and structure the relationship between the founders.
- General Partnership Formation: General Partnership Service: This service includes the documents needed to establish a general partnership and structure the relationship between the partners.
- Limited Partnership Formation: Limited Partnership Service: This service offers the documents required to form a limited partnership and structure the relationship between the partners.
- Non-Profit Formation: Non-Profit Formation Service: This service contains the documents needed to form a nonprofit corporation and structure the relationship between the founders.
- Buy-Sell Agreements: Buy-Sell Agreement Service: This service includes a comprehensive Buy-Sell Agreement and an Executive Summary to outline the terms of the agreement.
- Entity Conversion: Conversion Service: This service provides templates and documents for converting an entity from one type to another, such as from an S-Corporation to an LLC. It includes correspondence, planning documents, minutes, and a conversion tax return statement.
Meetings and Voting: This service includes documents for conducting company meetings, documenting business decisions, and ratifying company actions. These documents are suitable for corporations, partnerships, and limited liability companies.
Changes to Entity: This service includes model documents for reorganizing or converting an existing business entity. It also includes a client letter, special meeting minutes memorializing a plan of reorganization, and a tax return statement providing supporting information for your client’s tax forms.
Shareholders and Members: This service includes upcoming additions such as a Spousal Consent, Redemption Agreement, and Assignment of Equity Agreement.
Resignation of Officer, Director, or Manager: This service provides documents for the resignation process of an officer, director, or manager.
Indemnification Agreement: This service is designed to protect one party from the risks or liabilities created by another party in a transaction. It can be used for either mutual or unilateral indemnification and is specifically useful for indemnifying directors or officers of a corporation.
Business Management Service: This service includes a Nondisclosure, Noncompetition, and Nonsolicitation Agreement; an Equipment Lease Agreement; a Management Agreement; and a simplified Commercial Lease.
Vendors and Suppliers Service: This service includes an Independent Contractor Agreement. Upcoming additions will include a Distributor Agreement.
Marketing and Customers Service: This service includes a Consent to Use Testimonial (for testimonials used for promotional purposes) and a Liability Waiver (for participation in an event or activity). Upcoming additions will include a Consent to Use Photo or Likeness.
Privacy Policy Service: This service is designed to create consumer-facing legal policies and notices for your clients’ websites and mobile applications. It includes a privacy policy, a cookie policy, and terms and conditions.
Demand Letters Service: This service includes a Payment Demand Letter (for collection of your client’s commercial receivables). Upcoming additions will include a Notice of Breach of Contract letter and Cease and Desist letter.
Personal Guarantee Service: This service is used to obligate a business owner or other party to guarantee repayment of a debt that the company owes to a third party.
Settlement and Release Agreement Service: This service is intended primarily for disputes that are resolved by a cash payment or a promissory note from one party to the other. The agreement is not designed for medical settlements or disputes between an employer and employee.
Employee and Contractor Agreements and Employee and Contractor Agreements Service: This service includes an Employment Agreement, an Independent Contractor Agreement, and an Arbitration Agreement. Upcoming additions will include a Severance Agreement and other key employee documents.
Policies and Procedures Service: This service provides an extensive Employee Handbook, an Employee Performance Review, and an associated planning worksheet.
Compensation Agreements Service: This service includes a Deferred Compensation Agreement, which provides a nonqualified deferred compensation plan for highly compensated employees, and a Stay Bonus Agreement, which incentivizes upper-level employees to remain after an owner’s death.
Buy-Sell Agreement Service: This service includes the Buy-Sell Design Worksheet, the Buy-Sell Agreement, and an Executive Summary to facilitate the buy-sell process.
Equity Purchase Agreement Service: This service provides the necessary documents to structure a business acquisition as a purchase or sale of equity. It is suitable for corporations, partnerships, and limited liability companies.
Asset Purchase Agreement Service: This service includes the documents required to structure a business acquisition as a purchase or sale of assets. It can be used for corporations, partnerships, and limited liability companies.
Legal Due Diligence Checklist Service: This service helps identify potential issues and assists clients in gathering the necessary information to make informed decisions during a business acquisition.
Secured Promissory Note Service: This service provides a document to evidence a borrower's secured obligation to repay a lender.
Assignment and Transfer of Interest Service: This service transfers equity in partnerships and limited liability companies to new owners. It offers options for requiring consent by non-assigning owners and includes language for compliance with Federal and state securities laws.
Dissolution of General Partnership Agreement Service: This service provides a document to dissolve a partnership formally.
Entity Conversion Service: This service includes templates for converting an entity from one type to another, such as from an S-Corporation to an LLC. It includes correspondence, planning documents, minutes, and a conversion tax return statement.
Redemption Agreement Service: This service is used by a company to repurchase an owner's equity ownership. It can be used to redeem all or part of an owner's equity interest.
Blog Post
Recent Posts
Understanding Reverse 1031 Exchanges and the Risks of International Fund Transfers
Understanding Reverse 1031 Exchanges and the Risks of International Fund
NRA Grantor Trusts with U.S. Beneficiaries: Comparing Domestic and Foreign Structures
IntroductionNonresident aliens (NRAs) who wish to establish trusts for the
Understanding the Grantor Trust Rules Under IRC § 679: Key Considerations for Foreign Trusts
When it comes to estate planning and asset protection, foreign
Foreign Grantor Trusts: Tax Implications for Grantors and Beneficiaries
Foreign Grantor Trusts: Tax Implications for Grantors and BeneficiariesIntroductionA foreign
Tax Consequences of a Dying Grantor Repurchasing Highly Appreciated Assets from a Foreign Irrevocable Grantor
IntroductionWhen a dying grantor (whether a Nonresident Alien (NRA) or a U.S. grantor) repurchases a highly
IRC § 684 (the deemed sale rule) on Foreign Grantor Trust
Upon the grantor's death, the trust ceases to be a