Services

Financial Transparency and Reporting

We make sure you know where your money is. We provide consistent reports showing how much revenue you generate, what your expenses are, and how much benefit your practice provides. We can take care of your bookkeeping and financial reporting, arming you with the information you need to make decisions regarding hiring and firing, growth trajectories, business expansion, and the overall health and wellness of your business.

Legal Consultations

We are happy to consult with you about all aspects of running a small business, including entity formation, asset protection, privacy and payment compliance, hiring and firing (FLSA), working with other businesses (as applicable), tax strategies, business exit strategies, expanding personnel and locations, and estate planning. As attorneys, we understand the best ways to help you navigate the complex legal landscape of small business growth with confidence.

Business Strategy

We help you optimize your strengths as a business owner so that you succeed in building the business you want to build, whether it’s a mom-and-pop shop that allows you to spend more time with your family, a growing model that’s adding new services, products, and locations, a social impact practice that’s giving back to your community, or all three.

Operational Support

We help you with all aspects of operations and human resources. This can include tracking revenue and profit, strengthening supply channels, hiring, firing, and quarterly progress reports, office policies and procedures, payroll (if desired), and benefits. We provide documents and guidance regarding the legal and financial aspects and help you find the best ways to build a team with your vision and focus.

Legal Drafting

We create the legal documents you need for each phase of your practice. For example: operating agreement for a business entity, payment forms, purchase orders, terms of service or terms and conditions, release, waiver, commercial lease (or sublease) agreement, NDA, employment agreement, professional services agreement, staff handbook, policies and procedures, and estate planning documents including revocable living trust and ancillaries.

Pricing

  • Entity Formation $2000-$3000

    Draft operating agreement, register entity with state, obtain EIN

  • Employment Agreement $1500

    Includes discussion of employee vs. independent contractor, restrictive covenants, financial impact, etc.

  • Compliance Documents $500 each

    Website Terms of Use, Privacy Policy

  • Commercial Lease $2500

    Includes all needed negotiations and revisions

  • Simple Estate Plan for Married Couple $3500

    Revocable living trust and all ancillary documents for spouses