Business Services
Legal counsel for every stage
of your business.
From entity formation to capital readiness to succession planning,
we work with owners who plan ahead.
50+
combined years of
legal experience
700+
clients served
across three practices
What we do
Legal services designed to meet business owners where they are.
Each engagement scoped during a free consultation.
For owners setting up or restructuring a business.
LLC, S-corp, C-corp. Multi-entity structures. Operating agreements. Registered agent setup. Holding company planning.
Most clients start here
For owners considering outside capital eventually.
Capital structure planning. Governance setup. Cap table organization. Pre-offering readiness. Investor materials review
When you're ready to raise capital
For owners thinking about life after the business.
Buy-sell agreements. Ownership transfer plans. Family transition planning. Partner exit structures. Estate plan integration.
Plan now, not later
Know what you'll pay before we start.
Every engagement starts with a free consultation — we scope your deal and deliver a flat-fee quote, so you know the price before we start. No hourly billing. No surprise invoices. Call or email anytime; it's all included.
Free consultation
No-obligation call to
scope your deal
Flat-fee quote
Price locked before
work begins
6 months follow-up
Included at no
additional cost
Two practices, one firm
Business services connects naturally to the firm's other work. If you're already a client on either side, we can coordinate.
Already a securities client?
Entity work bundled in.
If we're drafting your offering, the underlying entity work happens alongside it. No separate engagement needed.
Planning your estate too?
Succession plus estate.
Business succession is half the picture. A coordinated estate plan covers what happens to the other half.
Who you'll work with
Securities nationwide. 30+ years in private placements. Author of It's a Whole New Business!, the foundational text on real estate syndication.
Securities nationwide and estate planning in California and Texas. Brings deal structuring discipline from the firm's syndication practice.
Securities nationwide and estate planning in Massachusetts. Fifteen years in law firm operations and systems administration before practicing.
Have a business question? Let's talk.
Free consultation. No obligation. Flat-fee quote delivered after the call.