Whether you’re forming a new business or already running one, I help California owners get the structure and documents right, fix what isn’t working, and plan for what comes next, so you can build with confidence.
Whether you’re just starting out or already operating, we get the structure right, review what’s already in place, and plan for how ownership will one day change hands.
LLC, S-corporation, or C-corporation? We look at your goals, taxes, and how you plan to grow, and choose the structure that actually fits, before you file anything.
Formation filings, your operating agreement, and the steps to keep your personal and business assets properly separated.
Articles, bylaws, initial resolutions, and stock setup, so your corporation is formed correctly and ready to operate.
Operating agreements, bylaws, and ownership documents that set clear expectations among owners and hold up as your business grows.
Already running a business? I’ll review where things stand, your structure, agreements, and risks, and give you a clear, prioritized picture of what to fix, what to add, and what to leave alone. A diagnosis before any prescription, so you only spend on what actually moves your business forward.
Plan for what happens to your business when ownership changes hands, whether you’re passing it to family, selling to a partner, or planning your eventual exit. We put the agreements in place now so a transition strengthens your business instead of threatening it, and we make sure it works hand in hand with your estate plan.
The cheapest way to form a business is rarely the right one. The wrong structure, or a missing operating agreement, can mean higher taxes, personal liability, or disputes between owners down the road. My job is to get the foundation right the first time and explain every decision in plain language, so you understand your business as well as your accountant does.
Plan
We start with a consultation to understand your business and goals, and you get a flat-fee quote before any work begins.
Structure
I recommend the right entity and prepare your formation and governance documents, explaining each choice along the way.
Launch
We file, finalize, and hand you an organized set of documents, so your business starts on solid legal footing.
It depends on your goals, how you want to be taxed, and whether you plan to bring on investors. Many small businesses start as LLCs for their flexibility, while others benefit from a corporation. We’ll look at your situation and I’ll give you a clear recommendation, not a one-size-fits-all answer.
Yes, especially if you have business partners. These documents set out who owns what, who decides what, and what happens if someone leaves. Putting them in place early prevents most owner disputes later.
You can file the basic paperwork yourself, but those services don’t advise you on the right structure or prepare the governance documents that actually protect you. I make sure the foundation is right, not just filed.
I work on flat fees, quoted before any work begins, plus any state filing fees. The total depends on your structure and documents, and we’ll settle on it together at the start.
Yes. My Business Legal Checkup is built for exactly that. I review your structure, agreements, and risks, then give you a clear, prioritized list of what to address and what’s fine as-is. It’s a diagnosis first, so you only spend on what actually moves your business forward.
Succession planning decides, in advance, what happens to your business when an owner retires, leaves, or passes away. A buy-sell agreement and a clear transition plan keep the business running smoothly and prevent disputes among owners or family. If your business matters to your future or your family’s, it’s worth planning for.
I do. Many of my clients plan for both their family and their business. We can make sure your business and your estate plan work together.
